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

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return