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BFC Planning, Inc.’s United Community Banks UCB Stock Holding History

BFC Planning, 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
Q2 		$4.98K Hold
142
– – ﹤0.01% 2681
2026
Q1 		$4.47K Hold
142
– – ﹤0.01% 2347
2025
Q4 		$4.43K Hold
142
– – ﹤0.01% 2395
2025
Q3 		$4.45K Hold
142
– – ﹤0.01% 2234
2025
Q2 		$4.23K Hold
142
– – ﹤0.01% 2113
2025
Q1 		$3.99K Hold
142
– – ﹤0.01% 2094
2024
Q4 		$4.59K Buy
+142
New +$4.42K ﹤0.01% 2049

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 $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 40.06% 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 $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFC Planning, Inc.'s UCB Position: Q2 2026 in Review

BFC Planning, Inc. held its United Community Banks (UCB) position steady in Q2 2026 at 142 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

BFC Planning, Inc. first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. 374 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • BFC Planning, Inc. held 142 shares of United Community Banks worth $4.98K as of Q2 2026.
  • BFC Planning, Inc. left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2681 holding.
  • BFC Planning, Inc. first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
  • 374 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.