GWM
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Gilpin Wealth Management’s United Community Banks UCB Stock Holding History

Gilpin Wealth Management’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 		$501 Hold
15
– – ﹤0.01% 837
2026
Q2 		$527 Buy
15
+8
+114% +$267 ﹤0.01% 657
2026
Q1 		$221 Hold
7
– – ﹤0.01% 836
2025
Q4 		$219 Buy
+7
New +$216 ﹤0.01% 634

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's UCB Position: Q3 2026 in Review

Gilpin Wealth Management held its United Community Banks (UCB) position steady in Q3 2026 at 15 shares worth $501. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Gilpin Wealth Management first reported a position in UCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $527 in Q2 2026. 14 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • Gilpin Wealth Management held 15 shares of United Community Banks worth $501 as of Q3 2026.
  • Gilpin Wealth Management left its United Community Banks share count unchanged in Q3 2026.
  • United Community Banks made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #837 holding.
  • Gilpin Wealth Management first reported a position in United Community Banks in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's United Community Banks position peaked at $527 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.