Moisand Fitzgerald Tamayo’s United Community Banks UCB Stock Holding History

Moisand Fitzgerald Tamayo’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	$143K	Hold	4,064	–	–	0.01%	137
2026 Q1	$128K	Hold	4,064	–	–	0.01%	134
2025 Q4	$127K	Hold	4,064	–	–	0.01%	135
2025 Q3	$127K	Hold	4,064	–	–	0.02%	140
2025 Q2	$121K	Hold	4,064	–	–	0.02%	139
2025 Q1	$114K	Hold	4,064	–	–	0.02%	138
2024 Q4	$131K	Hold	4,064	–	–	0.02%	128
2024 Q3	$118K	Hold	4,064	–	–	0.02%	135
2024 Q2	$103K	Hold	4,064	–	–	0.02%	132
2024 Q1	$107K	Hold	4,064	–	–	0.02%	131
2023 Q4	$119K	Hold	4,064	–	–	0.02%	126
2023 Q3	$103K	Hold	4,064	–	–	0.02%	126
2023 Q2	$102K	Hold	4,064	–	–	0.02%	122
2023 Q1	$114K	Hold	4,064	–	–	0.02%	120
2022 Q4	$137K	Hold	4,064	–	–	0.03%	112
2022 Q3	$135K	Hold	4,064	–	–	0.04%	110
2022 Q2	$123K	Buy	+4,064	New	+$125K	0.03%	111
2022 Q1	–	Sell	-4,064	Closed	-$146K	–	673
2021 Q4	$146K	Buy	+4,064	New	+$142K	0.04%	99
2021 Q2	–	Sell	-825	Closed	-$28K	–	433
2021 Q1	$28K	Hold	825	–	–	0.01%	153
2020 Q4	$23K	Buy	+825	New	+$19.5K	0.01%	163

Other funds holding UCB

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return