Global Retirement Partners’s United Community Banks UCB Stock Holding History

Global Retirement Partners’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	+13,613	New	+$455K	0.01%	1053
2025 Q4	$388K	Buy	12,424 +12,423	+1,242,300%	+$384K	0.01%	1092
2025 Q3	$31	Hold	1	–	–	﹤0.01%	3838
2025 Q2	$30	Buy	+1	New	+$28	﹤0.01%	3773
2024 Q4	$32	Sell	1 -14	-93%	-$435	﹤0.01%	3610
2024 Q3	$436	Hold	15	–	–	﹤0.01%	3296
2024 Q2	$382	Buy	+15	New	+$383	﹤0.01%	3343
2023 Q4	–	Sell	-8	Closed	-$198	–	3486
2023 Q3	$198	Buy	+8	New	+$217	﹤0.01%	3107
2023 Q1	–	Sell	-144	Closed	-$4.87K	–	3358
2022 Q4	$4.87K	Buy	144 +33	+30%	+$1.2K	﹤0.01%	2032
2022 Q3	$4K	Buy	111 +42	+61%	+$1.4K	﹤0.01%	2048
2022 Q2	$2K	Buy	69 +40	+138%	+$1.23K	﹤0.01%	2303
2022 Q1	$1K	Buy	+29	New	+$1.07K	﹤0.01%	2569

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Retirement Partners's UCB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in United Community Banks (UCB) in Q2 2026: 13,613 shares worth $478K. The stake represents 0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UCB as recently as Q4 2025.

Global Retirement Partners first reported a position in UCB in Q1 2022 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Global Retirement Partners held 13,613 shares of United Community Banks worth $478K as of Q2 2026.
United Community Banks was a new Global Retirement Partners position in Q2 2026.
United Community Banks made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1053 holding.
Global Retirement Partners first reported a position in United Community Banks in Q1 2022 and has held it in 12 quarters since.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.