MAS
UCB

MPWM Advisory Solutions’s United Community Banks UCB Stock Holding History

MPWM Advisory Solutions’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 		$2.95K Hold
84
– – ﹤0.01% 459
2026
Q1 		$2.65K Hold
84
– – ﹤0.01% 460
2025
Q4 		$2.62K Hold
84
– – ﹤0.01% 433
2025
Q3 		$2.63K Hold
84
– – ﹤0.01% 401
2025
Q2 		$2.5K Hold
84
– – ﹤0.01% 416
2025
Q1 		$2.36K Buy
+84
New +$2.63K ﹤0.01% 440

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

MPWM Advisory Solutions's UCB Position: Q2 2026 in Review

MPWM Advisory Solutions held its United Community Banks (UCB) position steady in Q2 2026 at 84 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

MPWM Advisory Solutions 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.

  • MPWM Advisory Solutions held 84 shares of United Community Banks worth $2.95K as of Q2 2026.
  • MPWM Advisory Solutions left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #459 holding.
  • MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.