Rather & Kittrell’s United Community Banks UCB Stock Holding History

Rather & Kittrell’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	$658K	Sell	18,763 -6	-0%	-$200	0.09%	68
2026 Q1	$591K	Buy	18,769 +7	+0%	+$230	0.09%	68
2025 Q4	$586K	Buy	18,762 +10	+0.1%	+$309	0.09%	69
2025 Q3	$588K	Buy	18,752 +1	+0%	+$32	0.1%	68
2025 Q2	$559K	Buy	18,751 +7	+0%	+$194	0.11%	60
2025 Q1	$527K	Hold	18,744	–	–	0.11%	59
2024 Q4	$606K	Buy	18,744 +590	+3%	+$18.4K	0.14%	55
2024 Q3	$528K	Buy	18,154 +3	+0%	+$86	0.13%	55
2024 Q2	$462K	Hold	18,151	–	–	0.13%	59
2024 Q1	$478K	Hold	18,151	–	–	0.14%	58
2023 Q4	$531K	Hold	18,151	–	–	0.19%	45
2023 Q3	$461K	Hold	18,151	–	–	0.19%	48
2023 Q2	$454K	Hold	18,151	–	–	0.19%	49
2023 Q1	$510K	Hold	18,151	–	–	0.23%	44
2022 Q4	$614K	Hold	18,151	–	–	0.33%	39
2022 Q3	$600K	Hold	18,151	–	–	0.63%	34
2022 Q2	$547K	Hold	18,151	–	–	0.6%	32
2022 Q1	$631K	Hold	18,151	–	–	0.62%	28
2021 Q4	$652K	Buy	+18,151	New	+$634K	0.57%	27

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

Rather & Kittrell's UCB Position: Q2 2026 in Review

Rather & Kittrell reduced its United Community Banks (UCB) stake by 0.03% in Q2 2026, selling an estimated $200 and leaving 18,763 shares worth $658K. The position accounts for 0.09% of the portfolio, ranked #68.

Rather & Kittrell first reported a position in UCB in Q4 2021 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Rather & Kittrell held 18,763 shares of United Community Banks worth $658K as of Q2 2026.
Rather & Kittrell sold 6 United Community Banks shares in Q2 2026, an estimated $200.
United Community Banks made up 0.09% of Rather & Kittrell's portfolio in Q2 2026, its #68 holding.
Rather & Kittrell first reported a position in United Community Banks in Q4 2021 and has held it in 19 quarters since.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.