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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
Q3 		$914K Buy
27,399
+1,936
+8% +$68.4K 0.06% 190
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 $257M AUM 14.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Everhart Financial Group's UCB Position: Q3 2026 in Review

Everhart Financial Group increased its United Community Banks (UCB) stake by 7.6% in Q3 2026, buying an estimated $68.4K and bringing the position to 27,399 shares worth $914K. The position accounts for 0.06% of the portfolio, ranked #190.

Everhart Financial Group first reported a position in UCB in Q3 2022 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • Everhart Financial Group held 27,399 shares of United Community Banks worth $914K as of Q3 2026.
  • Everhart Financial Group bought 1,936 United Community Banks shares in Q3 2026, an estimated $68.4K.
  • United Community Banks made up 0.06% of Everhart Financial Group's portfolio in Q3 2026, its #190 holding.
  • Everhart Financial Group first reported a position in United Community Banks in Q3 2022 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.