HWM
UCB

HB Wealth Management’s United Community Banks UCB Stock Holding History

HB 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 		$723K Buy
20,601
+1,061
+5% +$35.4K ﹤0.01% 920
2026
Q1 		$615K Buy
19,540
+779
+4% +$25.6K ﹤0.01% 876
2025
Q4 		$586K Buy
18,761
+708
+4% +$21.9K ﹤0.01% 841
2025
Q3 		$566K Buy
18,053
+1,082
+6% +$34.2K ﹤0.01% 808
2025
Q2 		$506K Sell
16,971
-1,059
-6% -$29.4K ﹤0.01% 741
2025
Q1 		$507K Sell
18,030
-7
-0% -$219 ﹤0.01% 761
2024
Q4 		$583K Buy
18,037
+1,977
+12% +$61.5K 0.01% 568
2024
Q3 		$467K Buy
16,060
+109
+0.7% +$3.13K 0.01% 607
2024
Q2 		$406K Buy
+15,951
New +$407K ﹤0.01% 610

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

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

HB Wealth Management increased its United Community Banks (UCB) stake by 5.4% in Q2 2026, buying an estimated $35.4K and bringing the position to 20,601 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

HB Wealth Management first reported a position in UCB in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • HB Wealth Management held 20,601 shares of United Community Banks worth $723K as of Q2 2026.
  • HB Wealth Management bought 1,061 United Community Banks shares in Q2 2026, an estimated $35.4K.
  • United Community Banks made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #920 holding.
  • HB Wealth Management first reported a position in United Community Banks in Q2 2024 and has held it in 9 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.