LFG
UCB

Larson Financial Group’s United Community Banks UCB Stock Holding History

Larson Financial Group’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 		$2.7K Buy
77
+52
+208% +$1.74K ﹤0.01% 3020
2026
Q1 		$787 Hold
25
– – ﹤0.01% 3225
2025
Q4 		$781 Hold
25
– – ﹤0.01% 3022
2025
Q3 		$784 Sell
25
-22
-47% -$696 ﹤0.01% 2987
2025
Q2 		$1.4K Buy
47
+15
+47% +$417 ﹤0.01% 2534
2025
Q1 		$900 Buy
+32
New +$1K ﹤0.01% 2420

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

Larson Financial Group's UCB Position: Q2 2026 in Review

Larson Financial Group increased its United Community Banks (UCB) stake by 208% in Q2 2026, buying an estimated $1.74K and bringing the position to 77 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Larson Financial Group first reported a position in UCB in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Larson Financial Group held 77 shares of United Community Banks worth $2.7K as of Q2 2026.
  • Larson Financial Group bought 52 United Community Banks shares in Q2 2026, an estimated $1.74K.
  • United Community Banks made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3020 holding.
  • Larson Financial Group first reported a position in United Community Banks in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.