EFG
UCB

Everhart Financial Group’s United Community Banks UCB Stock Holding History

Everhart Financial Group’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 		$893K Sell
25,463
-322
-1% -$10.8K 0.06% 195
2026
Q1 		$812K Buy
25,785
+6,841
+36% +$225K 0.07% 212
2025
Q4 		$591K Buy
18,944
+877
+5% +$27.1K 0.05% 235
2025
Q3 		$566K Buy
18,067
+2,355
+15% +$74.5K 0.06% 231
2025
Q2 		$468K Sell
15,712
-914
-5% -$25.4K 0.05% 228
2025
Q1 		$468K Buy
16,626
+2,624
+19% +$82.1K 0.06% 217
2024
Q4 		$452K Buy
14,002
+3,019
+27% +$93.9K 0.09% 201
2024
Q3 		$319K Buy
10,983
+2,411
+28% +$69.2K 0.07% 254
2024
Q2 		$218K Buy
+8,572
New +$219K 0.06% 276
2023
Q1 		– Sell
-6,214
Closed -$210K – 213
2022
Q4 		$210K Sell
6,214
-364
-6% -$13.2K 0.11% 169
2022
Q3 		$218K Buy
+6,578
New +$219K 0.12% 172

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

Everhart Financial Group's UCB Position: Q2 2026 in Review

Everhart Financial Group reduced its United Community Banks (UCB) stake by 1.2% in Q2 2026, selling an estimated $10.8K and leaving 25,463 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #195.

Everhart Financial Group first reported a position in UCB in Q3 2022 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Everhart Financial Group held 25,463 shares of United Community Banks worth $893K as of Q2 2026.
  • Everhart Financial Group sold 322 United Community Banks shares in Q2 2026, an estimated $10.8K.
  • United Community Banks made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #195 holding.
  • Everhart Financial Group first reported a position in United Community Banks in Q3 2022 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.