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Farther Finance Advisors’s United Community Banks UCB Stock Holding History

Farther Finance 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
Q3 		$101K Buy
3,039
+69
+2% +$2.44K ﹤0.01% 2847
2026
Q2 		$104K Buy
2,970
+360
+14% +$12K ﹤0.01% 2675
2026
Q1 		$83.4K Buy
2,610
+70
+3% +$2.31K ﹤0.01% 2638
2025
Q4 		$79.3K Buy
2,540
+55
+2% +$1.7K ﹤0.01% 2493
2025
Q3 		$77.9K Buy
2,485
+48
+2% +$1.52K ﹤0.01% 2183
2025
Q2 		$72.6K Sell
2,437
-44
-2% -$1.22K ﹤0.01% 1932
2025
Q1 		$68.7K Buy
2,481
+1
+0% +$31 ﹤0.01% 1724
2024
Q4 		$80.1K Sell
2,480
-15
-0.6% -$467 ﹤0.01% 1413
2024
Q3 		$72.6K Sell
2,495
-39
-2% -$1.12K ﹤0.01% 1458
2024
Q2 		$63.6K Buy
2,534
+60
+2% +$1.53K ﹤0.01% 1308
2024
Q1 		$62.6K Sell
2,474
-56
-2% -$1.51K ﹤0.01% 1102
2023
Q4 		$74K Sell
2,530
-1,319
-34% -$33.7K 0.01% 898
2023
Q3 		$97.8K Buy
3,849
+156
+4% +$4.23K 0.02% 565
2023
Q2 		$92.3K Buy
3,693
+3,673
+18,365% +$91.1K 0.02% 493
2023
Q1 		$562 Hold
20
– – ﹤0.01% 1976
2022
Q4 		$676 Buy
+20
New +$726 ﹤0.01% 1755

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FLI
Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's UCB Position: Q3 2026 in Review

Farther Finance Advisors increased its United Community Banks (UCB) stake by 2.3% in Q3 2026, buying an estimated $2.44K and bringing the position to 3,039 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Farther Finance Advisors first reported a position in UCB in Q4 2022 and has held it in 16 quarters since. The position peaked at $104K in Q2 2026. 22 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • Farther Finance Advisors held 3,039 shares of United Community Banks worth $101K as of Q3 2026.
  • Farther Finance Advisors bought 69 United Community Banks shares in Q3 2026, an estimated $2.44K.
  • United Community Banks made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2847 holding.
  • Farther Finance Advisors first reported a position in United Community Banks in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's United Community Banks position peaked at $104K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.