Financial Consulate’s United Community Banks UCB Stock Holding History

Financial Consulate’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	$301	Buy	+9	New	+$318	﹤0.01%	1583

Other funds holding UCB

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Consulate's UCB Position: Q3 2026 in Review

Financial Consulate opened a new position in United Community Banks (UCB) in Q3 2026: 9 shares worth $301. The stake represents ﹤0.01% of the portfolio and ranks #1583 among its holdings.

70 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

Financial Consulate held 9 shares of United Community Banks worth $301 as of Q3 2026.
United Community Banks was a new Financial Consulate position in Q3 2026.
United Community Banks made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1583 holding.
70 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.