HNW
UCB

High Note Wealth’s United Community Banks UCB Stock Holding History

High Note Wealth’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 		$2.28K Hold
65
– – ﹤0.01% 785
2026
Q1 		$2.05K Hold
65
– – ﹤0.01% 780
2025
Q4 		$2.03K Hold
65
– – ﹤0.01% 759
2025
Q3 		$2.04K Hold
65
– – ﹤0.01% 689
2025
Q2 		$1.94K Hold
65
– – ﹤0.01% 667
2025
Q1 		$1.83K Sell
65
-6
-8% -$188 ﹤0.01% 687
2024
Q4 		$2.29K Buy
+71
New +$2.21K ﹤0.01% 661

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

High Note Wealth's UCB Position: Q2 2026 in Review

High Note Wealth held its United Community Banks (UCB) position steady in Q2 2026 at 65 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

High Note Wealth first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.29K in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • High Note Wealth held 65 shares of United Community Banks worth $2.28K as of Q2 2026.
  • High Note Wealth left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #785 holding.
  • High Note Wealth first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's United Community Banks position peaked at $2.29K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.