PWPS
UCB

Pinnacle Wealth Planning Services’s United Community Banks UCB Stock Holding History

Pinnacle Wealth Planning Services’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 		$85.1K Buy
2,424
+113
+5% +$3.77K 0.01% 953
2026
Q1 		$72.8K Buy
2,311
+43
+2% +$1.42K 0.01% 993
2025
Q4 		$70.8K Buy
+2,268
New +$70K 0.01% 984
2021
Q1 		– Sell
-48
Closed -$1K – 2020
2020
Q4 		$1K Buy
+48
New +$1.13K ﹤0.01% 2204

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

Pinnacle Wealth Planning Services's UCB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its United Community Banks (UCB) stake by 4.9% in Q2 2026, buying an estimated $3.77K and bringing the position to 2,424 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #953.

Pinnacle Wealth Planning Services first reported a position in UCB in Q4 2020 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,424 shares of United Community Banks worth $85.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 113 United Community Banks shares in Q2 2026, an estimated $3.77K.
  • United Community Banks made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #953 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Community Banks in Q4 2020 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.