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

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return