FLI
UCB

Family Legacy Inc’s United Community Banks UCB Stock Holding History

Family Legacy Inc’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 		$1.36M Sell
38,793
-540
-1% -$18K 0.36% 77
2026
Q1 		$1.24M Sell
39,333
-1,210
-3% -$39.8K 0.37% 76
2025
Q4 		$1.27M Buy
40,543
+25
+0.1% +$772 0.38% 79
2025
Q3 		$1.27M Buy
40,518
+348
+0.9% +$11K 0.39% 76
2025
Q2 		$1.2M Buy
40,170
+326
+0.8% +$9.06K 0.39% 76
2025
Q1 		$1.12M Buy
39,844
+1
+0% +$31 0.38% 81
2024
Q4 		$1.24M Buy
39,843
+1,729
+5% +$53.8K 0.42% 78
2024
Q3 		$1.11M Buy
38,114
+1,169
+3% +$33.6K 0.37% 81
2024
Q2 		$941K Buy
36,945
+1,255
+4% +$32K 0.34% 80
2024
Q1 		$939K Buy
35,690
+2,147
+6% +$58K 0.34% 81
2023
Q4 		$981K Buy
33,543
+516
+2% +$13.2K 0.37% 77
2023
Q3 		$839K Buy
33,027
+206
+0.6% +$5.58K 0.35% 79
2023
Q2 		$820K Buy
32,821
+163
+0.5% +$4.04K 0.33% 83
2023
Q1 		$918K Buy
32,658
+1,836
+6% +$58K 0.39% 75
2022
Q4 		$980K Buy
30,822
+3,203
+12% +$116K 0.43% 73
2022
Q3 		$914K Sell
27,619
-50
-0.2% -$1.66K 0.46% 69
2022
Q2 		$858K Buy
27,669
+448
+2% +$13.8K 0.41% 73
2022
Q1 		$947K Buy
27,221
+807
+3% +$29.7K 0.39% 75
2021
Q4 		$1.01M Buy
26,414
+2,780
+12% +$97.1K 0.41% 72
2021
Q3 		$801K Buy
23,634
+1,585
+7% +$47.5K 0.36% 80
2021
Q2 		$618K Buy
22,049
+5,974
+37% +$201K 0.28% 83
2021
Q1 		$548K Buy
16,075
+8,723
+119% +$286K 0.26% 84
2020
Q4 		$209K Buy
+7,352
New +$174K 0.11% 114
2020
Q3 		– Sell
-15,925
Closed -$320K – 115
2020
Q2 		$320K Buy
15,925
+1,300
+9% +$24.9K 0.19% 101
2020
Q1 		$268K Buy
14,625
+2,630
+22% +$67.9K 0.19% 100
2019
Q4 		$363K Buy
+11,995
New +$362K 0.21% 100

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

Family Legacy Inc's UCB Position: Q2 2026 in Review

Family Legacy Inc reduced its United Community Banks (UCB) stake by 1.4% in Q2 2026, selling an estimated $18K and leaving 38,793 shares worth $1.36M. The position accounts for 0.36% of the portfolio, ranked #77.

Family Legacy Inc first reported a position in UCB in Q4 2019 and has held it in 26 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Family Legacy Inc held 38,793 shares of United Community Banks worth $1.36M as of Q2 2026.
  • Family Legacy Inc sold 540 United Community Banks shares in Q2 2026, an estimated $18K.
  • United Community Banks made up 0.36% of Family Legacy Inc's portfolio in Q2 2026, its #77 holding.
  • Family Legacy Inc first reported a position in United Community Banks in Q4 2019 and has held it in 26 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.