EWA
UCB

EverSource Wealth Advisors’s United Community Banks UCB Stock Holding History

EverSource Wealth 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 		$56.3K Sell
1,604
-448
-22% -$15K ﹤0.01% 1707
2026
Q1 		$64.6K Buy
2,052
+72
+4% +$2.37K ﹤0.01% 1712
2025
Q4 		$61.8K Sell
1,980
-93
-4% -$2.87K ﹤0.01% 1614
2025
Q3 		$65K Buy
2,073
+122
+6% +$3.86K ﹤0.01% 1517
2025
Q2 		$58.1K Buy
1,951
+1,106
+131% +$30.7K ﹤0.01% 1521
2025
Q1 		$23.8K Buy
845
+93
+12% +$2.91K ﹤0.01% 1606
2024
Q4 		$24.3K Sell
752
-51
-6% -$1.59K ﹤0.01% 1522
2024
Q3 		$23.4K Buy
803
+17
+2% +$488 ﹤0.01% 1416
2024
Q2 		$24.3K Buy
786
+160
+26% +$4.08K ﹤0.01% 1408
2024
Q1 		$15.8K Buy
626
+102
+19% +$2.75K ﹤0.01% 1477
2023
Q4 		$15.3K Sell
524
-44
-8% -$1.12K ﹤0.01% 1370
2023
Q3 		$14.4K Buy
568
+44
+8% +$1.19K ﹤0.01% 1255
2023
Q2 		$13.1K Sell
524
-281
-35% -$6.97K ﹤0.01% 1324
2023
Q1 		$22.6K Sell
805
-317
-28% -$10K ﹤0.01% 1038
2022
Q4 		$37.9K Sell
1,122
-1
-0.1% -$36 0.01% 862
2022
Q3 		$37K Hold
1,123
– – 0.01% 723
2022
Q2 		$34K Hold
1,123
– – 0.01% 697
2022
Q1 		$39K Buy
1,123
+524
+87% +$19.3K 0.01% 510
2021
Q4 		$22K Buy
+599
New +$20.9K 0.01% 649

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

EverSource Wealth Advisors's UCB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its United Community Banks (UCB) stake by 22% in Q2 2026, selling an estimated $15K and leaving 1,604 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

EverSource Wealth Advisors first reported a position in UCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $65K in Q3 2025. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • EverSource Wealth Advisors held 1,604 shares of United Community Banks worth $56.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 448 United Community Banks shares in Q2 2026, an estimated $15K.
  • United Community Banks made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1707 holding.
  • EverSource Wealth Advisors first reported a position in United Community Banks in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's United Community Banks position peaked at $65K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.