KAS
UCB

Kestra Advisory Services’s United Community Banks UCB Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,353
Closed -$42.3K – 4504
2025
Q4 		$42.3K Buy
+1,353
New +$41.8K ﹤0.01% 4050

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Advisory Services's UCB Position: Q1 2026 in Review

Kestra Advisory Services sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 1,353 shares — an estimated $42.3K sold.

Kestra Advisory Services first reported a position in UCB in Q4 2025 and held it in 1 quarter. The position peaked at $42.3K in Q4 2025. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Kestra Advisory Services reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,353 United Community Banks shares in Q1 2026, an estimated $42.3K.
  • Kestra Advisory Services first reported a position in United Community Banks in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's United Community Banks position peaked at $42.3K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.