NWM
UCB

Navigoe Wealth Management’s United Community Banks UCB Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+7
New +$234 ﹤0.01% 1218

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

Navigoe Wealth Management's UCB Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in United Community Banks (UCB) in Q2 2026: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings.

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

  • Navigoe Wealth Management held 7 shares of United Community Banks worth $0 as of Q2 2026.
  • United Community Banks was a new Navigoe Wealth Management position in Q2 2026.
  • United Community Banks made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1218 holding.
  • 370 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.