Fortitude Family Office’s United Community Banks UCB Stock Holding History

Fortitude Family Office’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	$10.2K	Buy	307 +8	+3%	+$283	﹤0.01%	1202
2026 Q2	$10.5K	Buy	299 +198	+196%	+$6.62K	﹤0.01%	749
2026 Q1	$3.18K	Buy	101 +69	+216%	+$2.27K	﹤0.01%	1104
2025 Q4	$999	Sell	32 -1	-3%	-$31	﹤0.01%	1452
2025 Q3	$1.03K	Hold	33	–	–	﹤0.01%	1531
2025 Q2	$983	Buy	+33	New	+$917	﹤0.01%	1518

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Fortitude Family Office's UCB Position: Q3 2026 in Review

Fortitude Family Office increased its United Community Banks (UCB) stake by 2.7% in Q3 2026, buying an estimated $283 and bringing the position to 307 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Fortitude Family Office first reported a position in UCB in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.5K in Q2 2026. 36 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

Fortitude Family Office held 307 shares of United Community Banks worth $10.2K as of Q3 2026.
Fortitude Family Office bought 8 United Community Banks shares in Q3 2026, an estimated $283.
United Community Banks made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1202 holding.
Fortitude Family Office first reported a position in United Community Banks in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's United Community Banks position peaked at $10.5K in Q2 2026.
36 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.