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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
Q3 		$1.28M Sell
38,524
-269
-0.7% -$9.5K 0.35% 77
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

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Family Legacy Inc's UCB Position: Q3 2026 in Review

Family Legacy Inc reduced its United Community Banks (UCB) stake by 0.69% in Q3 2026, selling an estimated $9.5K and leaving 38,524 shares worth $1.28M. The position accounts for 0.35% of the portfolio, ranked #77.

Family Legacy Inc first reported a position in UCB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q2 2026. 36 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • Family Legacy Inc held 38,524 shares of United Community Banks worth $1.28M as of Q3 2026.
  • Family Legacy Inc sold 269 United Community Banks shares in Q3 2026, an estimated $9.5K.
  • United Community Banks made up 0.35% of Family Legacy Inc's portfolio in Q3 2026, its #77 holding.
  • Family Legacy Inc first reported a position in United Community Banks in Q4 2019 and has held it in 27 quarters since.
  • Family Legacy Inc's United Community Banks position peaked at $1.36M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Family Legacy Inc's 13F filing for Q3 2026, filed 13 Oct 2026.