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Essential Partners’s United Community Banks UCB Stock Holding History

Essential Partners’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.95K Buy
141
+124
+729% +$4.14K ﹤0.01% 1550
2026
Q1 		$535 Sell
17
-9
-35% -$296 ﹤0.01% 2419
2025
Q4 		$812 Sell
26
-19
-42% -$587 ﹤0.01% 2097
2025
Q3 		$1.41K Buy
+45
New +$1.42K ﹤0.01% 1919

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Essential Partners's UCB Position: Q2 2026 in Review

Essential Partners increased its United Community Banks (UCB) stake by 729% in Q2 2026, buying an estimated $4.14K and bringing the position to 141 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Essential Partners first reported a position in UCB in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Essential Partners held 141 shares of United Community Banks worth $4.95K as of Q2 2026.
  • Essential Partners bought 124 United Community Banks shares in Q2 2026, an estimated $4.14K.
  • United Community Banks made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1550 holding.
  • Essential Partners first reported a position in United Community Banks in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.