HHM Wealth Advisors’s United Community Banks UCB Stock Holding History

HHM Wealth Advisors’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	$68.9K	Hold	1,963	–	–	0.01%	340
2026 Q1	$61.8K	Hold	1,963	–	–	0.01%	337
2025 Q4	$61.3K	Sell	1,963 -2,673	-58%	-$82.5K	0.01%	331
2025 Q3	$145K	Hold	4,636	–	–	0.02%	241
2025 Q2	$138K	Hold	4,636	–	–	0.02%	246
2025 Q1	$130K	Sell	4,636 -525	-10%	-$16.4K	0.02%	235
2024 Q4	$167K	Sell	5,161 -156	-3%	-$4.85K	0.02%	203
2024 Q3	$155K	Hold	5,317	–	–	0.02%	209
2024 Q2	$135K	Hold	5,317	–	–	0.02%	214
2024 Q1	$140K	Hold	5,317	–	–	0.02%	180
2023 Q4	$156K	Hold	5,317	–	–	0.03%	161
2023 Q3	$135K	Hold	5,317	–	–	0.03%	167
2023 Q2	$133K	Hold	5,317	–	–	0.02%	174
2023 Q1	$150K	Buy	5,317 +156	+3%	+$4.93K	0.03%	159
2022 Q4	$174K	Hold	5,161	–	–	0.04%	129
2022 Q3	$171K	Hold	5,161	–	–	0.05%	118
2022 Q2	$156K	Hold	5,161	–	–	0.04%	150
2022 Q1	$180K	Buy	+5,161	New	+$190K	0.04%	153

Other funds holding UCB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HHM Wealth Advisors's UCB Position: Q2 2026 in Review

HHM Wealth Advisors held its United Community Banks (UCB) position steady in Q2 2026 at 1,963 shares worth $68.9K. The position accounts for 0.01% of the portfolio, ranked #340.

HHM Wealth Advisors first reported a position in UCB in Q1 2022 and has held it in 18 quarters since. The position peaked at $180K in Q1 2022. 72 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

HHM Wealth Advisors held 1,963 shares of United Community Banks worth $68.9K as of Q2 2026.
HHM Wealth Advisors left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #340 holding.
HHM Wealth Advisors first reported a position in United Community Banks in Q1 2022 and has held it in 18 quarters since.
HHM Wealth Advisors's United Community Banks position peaked at $180K in Q1 2022.
72 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.