JWA
UCB

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

JFS 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 		$4.05K Buy
115
+27
+31% +$902 ﹤0.01% 1363
2026
Q1 		$2.78K Sell
88
-25
-22% -$823 ﹤0.01% 1409
2025
Q4 		$3.54K Buy
113
+19
+20% +$587 ﹤0.01% 1373
2025
Q3 		$2.95K Hold
94
– – ﹤0.01% 1320
2025
Q2 		$2.8K Buy
94
+14
+18% +$389 ﹤0.01% 1295
2025
Q1 		$2.25K Hold
80
– – ﹤0.01% 1428
2024
Q4 		$2.58K Buy
80
+10
+14% +$311 ﹤0.01% 1375
2024
Q3 		$2.04K Buy
70
+2
+3% +$57 ﹤0.01% 1482
2024
Q2 		$1.73K Hold
68
– – ﹤0.01% 1494
2024
Q1 		$1.79K Hold
68
– – ﹤0.01% 1485
2023
Q4 		$1.99K Buy
68
+26
+62% +$664 ﹤0.01% 1441
2023
Q3 		$1.07K Sell
42
-4
-9% -$108 ﹤0.01% 1579
2023
Q2 		$1.15K Buy
46
+34
+283% +$844 ﹤0.01% 1562
2023
Q1 		$338 Sell
12
-68
-85% -$2.15K ﹤0.01% 1767
2022
Q4 		$2.7K Buy
80
+5
+7% +$181 ﹤0.01% 1250
2022
Q3 		$2K Buy
75
+42
+127% +$1.4K ﹤0.01% 1433
2022
Q2 		$1K Sell
33
-19
-37% -$585 ﹤0.01% 1688
2022
Q1 		$2K Buy
52
+29
+126% +$1.07K ﹤0.01% 1528
2021
Q4 		$1K Buy
+23
New +$803 ﹤0.01% 1630

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

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

JFS Wealth Advisors increased its United Community Banks (UCB) stake by 31% in Q2 2026, buying an estimated $902 and bringing the position to 115 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

JFS Wealth Advisors first reported a position in UCB in Q4 2021 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • JFS Wealth Advisors held 115 shares of United Community Banks worth $4.05K as of Q2 2026.
  • JFS Wealth Advisors bought 27 United Community Banks shares in Q2 2026, an estimated $902.
  • United Community Banks made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1363 holding.
  • JFS Wealth Advisors first reported a position in United Community Banks in Q4 2021 and has held it in 19 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.