GWM
UCB

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
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

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

Gilpin Wealth Management's UCB Position: Q2 2026 in Review

Gilpin Wealth Management increased its United Community Banks (UCB) stake by 114% in Q2 2026, buying an estimated $267 and bringing the position to 15 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Gilpin Wealth Management first reported a position in UCB in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Gilpin Wealth Management held 15 shares of United Community Banks worth $527 as of Q2 2026.
  • Gilpin Wealth Management bought 8 United Community Banks shares in Q2 2026, an estimated $267.
  • United Community Banks made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #657 holding.
  • Gilpin Wealth Management first reported a position in United Community Banks in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.