EA
UCB

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
Q2 		– Sell
-2,949
Closed -$92.8K – 168
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
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 $3.37T AUM 44.26% 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

Evergreen Advisors's UCB Position: Q2 2026 in Review

Evergreen Advisors sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 2,949 shares — an estimated $92.8K sold.

Evergreen Advisors first reported a position in UCB in Q4 2018 and held it in 5 quarters. The position peaked at $1.32M in Q1 2019. 373 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Evergreen Advisors reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 2,949 United Community Banks shares in Q2 2026, an estimated $92.8K.
  • Evergreen Advisors first reported a position in United Community Banks in Q4 2018 and held it in 5 quarters.
  • Evergreen Advisors's United Community Banks position peaked at $1.32M in Q1 2019.
  • 373 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.