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Grove Bank & Trust’s United Community Banks UCB Stock Holding History

Grove Bank & Trust’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 		$17K Hold
510
– – ﹤0.01% 593
2026
Q2 		$17.9K Sell
510
-87
-15% -$2.91K ﹤0.01% 580
2026
Q1 		$18.8K Buy
597
+119
+25% +$3.92K ﹤0.01% 547
2025
Q4 		$14.9K Buy
478
+297
+164% +$9.17K ﹤0.01% 580
2025
Q3 		$5.67K Buy
+181
New +$5.72K ﹤0.01% 686

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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Grove Bank & Trust's UCB Position: Q3 2026 in Review

Grove Bank & Trust held its United Community Banks (UCB) position steady in Q3 2026 at 510 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Grove Bank & Trust first reported a position in UCB in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.8K in Q1 2026. 14 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • Grove Bank & Trust held 510 shares of United Community Banks worth $17K as of Q3 2026.
  • Grove Bank & Trust left its United Community Banks share count unchanged in Q3 2026.
  • United Community Banks made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #593 holding.
  • Grove Bank & Trust first reported a position in United Community Banks in Q3 2025 and has held it in 5 quarters since.
  • Grove Bank & Trust's United Community Banks position peaked at $18.8K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.