MWA
UCB

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

Medallion 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 		$70 Buy
+2
New +$67 ﹤0.01% 1169

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

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

Medallion Wealth Advisors opened a new position in United Community Banks (UCB) in Q2 2026: 2 shares worth $70. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings.

372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of United Community Banks worth $70 as of Q2 2026.
  • United Community Banks was a new Medallion Wealth Advisors position in Q2 2026.
  • United Community Banks made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1169 holding.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.