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

OneAscent 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	$314K	Sell	8,955 -620	-6%	-$20.7K	0.09%	116
2026 Q1	$302K	Hold	9,575	–	–	0.1%	114
2025 Q4	$299K	Hold	9,575	–	–	0.1%	114
2025 Q3	$300K	Sell	9,575 -1,215	-11%	-$38.4K	0.1%	123
2025 Q2	$321K	Buy	+10,790	New	+$300K	0.12%	107
2025 Q1	–	Sell	-10,790	Closed	-$349K	–	168
2024 Q4	$349K	Hold	10,790	–	–	0.14%	91
2024 Q3	$316K	Hold	10,790	–	–	0.12%	121
2024 Q2	$277K	Hold	10,790	–	–	0.14%	77
2024 Q1	$286K	Hold	10,790	–	–	0.11%	131
2023 Q4	$320K	Sell	10,790 -10,000	-48%	-$255K	0.13%	109
2023 Q3	$533K	Hold	20,790	–	–	0.23%	53
2023 Q2	$524K	Buy	+20,790	New	+$516K	0.25%	35

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

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

OneAscent Wealth Management reduced its United Community Banks (UCB) stake by 6.5% in Q2 2026, selling an estimated $20.7K and leaving 8,955 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #116.

OneAscent Wealth Management first reported a position in UCB in Q2 2023 and has held it in 12 quarters since. The position peaked at $533K in Q3 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

OneAscent Wealth Management held 8,955 shares of United Community Banks worth $314K as of Q2 2026.
OneAscent Wealth Management sold 620 United Community Banks shares in Q2 2026, an estimated $20.7K.
United Community Banks made up 0.09% of OneAscent Wealth Management's portfolio in Q2 2026, its #116 holding.
OneAscent Wealth Management first reported a position in United Community Banks in Q2 2023 and has held it in 12 quarters since.
OneAscent Wealth Management's United Community Banks position peaked at $533K in Q3 2023.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.