Evergreen Advisors’s United Community Banks UCB Stock Holding History

Evergreen Advisors’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 Q1	$92.8K	Buy	+2,949	New	+$97.1K	0.02%	44
2019 Q4	–	Sell	-18,686	Closed	-$530K	–	19
2019 Q3	$530K	Sell	18,686 -24,384	-57%	-$669K	0.32%	12
2019 Q2	$1.23M	Sell	43,070 -10,049	-19%	-$274K	0.77%	9
2019 Q1	$1.32M	Buy	53,119 +298	+0.6%	+$7.74K	1.12%	5
2018 Q4	$1.13M	Buy	+52,821	New	+$1.3M	1.13%	5

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Advisors's UCB Position: Q1 2026 in Review

Evergreen Advisors opened a new position in United Community Banks (UCB) in Q1 2026: 2,949 shares worth $92.8K. The stake represents 0.02% of the portfolio and ranks #44 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in UCB as recently as Q3 2019.

Evergreen Advisors first reported a position in UCB in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.32M in Q1 2019. 353 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

Evergreen Advisors held 2,949 shares of United Community Banks worth $92.8K as of Q1 2026.
United Community Banks was a new Evergreen Advisors position in Q1 2026.
United Community Banks made up 0.02% of Evergreen Advisors's portfolio in Q1 2026, its #44 holding.
Evergreen Advisors first reported a position in United Community Banks in Q4 2018 and has held it in 5 quarters since.
Evergreen Advisors's United Community Banks position peaked at $1.32M in Q1 2019.
353 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.