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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moisand Fitzgerald Tamayo's UCB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its United Community Banks (UCB) position steady in Q2 2026 at 4,064 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #137.

Moisand Fitzgerald Tamayo first reported a position in UCB in Q4 2020 and has held it in 20 quarters since. The position peaked at $146K in Q4 2021. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Moisand Fitzgerald Tamayo held 4,064 shares of United Community Banks worth $143K as of Q2 2026.
Moisand Fitzgerald Tamayo left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #137 holding.
Moisand Fitzgerald Tamayo first reported a position in United Community Banks in Q4 2020 and has held it in 20 quarters since.
Moisand Fitzgerald Tamayo's United Community Banks position peaked at $146K in Q4 2021.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.