Focus Partners Wealth
UCB

Focus Partners Wealth’s United Community Banks UCB Stock Holding History

Focus Partners Wealth’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 		$478K Buy
13,611
+952
+8% +$31.8K ﹤0.01% 1985
2026
Q1 		$399K Buy
12,659
+705
+6% +$23.2K ﹤0.01% 2039
2025
Q4 		$374K Buy
11,954
+2,940
+33% +$90.8K ﹤0.01% 2100
2025
Q3 		$283K Sell
9,014
-528
-6% -$16.7K ﹤0.01% 1874
2025
Q2 		$284K Buy
9,542
+918
+11% +$25.5K ﹤0.01% 1707
2025
Q1 		$243K Sell
8,624
-927
-10% -$29K ﹤0.01% 1677
2024
Q4 		$308K Buy
+9,551
New +$297K ﹤0.01% 1537

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

Focus Partners Wealth's UCB Position: Q2 2026 in Review

Focus Partners Wealth increased its United Community Banks (UCB) stake by 7.5% in Q2 2026, buying an estimated $31.8K and bringing the position to 13,611 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1985.

Focus Partners Wealth first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Focus Partners Wealth held 13,611 shares of United Community Banks worth $478K as of Q2 2026.
  • Focus Partners Wealth bought 952 United Community Banks shares in Q2 2026, an estimated $31.8K.
  • United Community Banks made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1985 holding.
  • Focus Partners Wealth first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.