RWS
UCB

Resolute Wealth Strategies’s United Community Banks UCB Stock Holding History

Resolute Wealth Strategies’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 		$303K Buy
8,627
+67
+0.8% +$2.24K 0.12% 102
2026
Q1 		$270K Buy
8,560
+68
+0.8% +$2.24K 0.12% 95
2025
Q4 		$265K Sell
8,492
-1,916
-18% -$59.2K 0.12% 91
2025
Q3 		$326K Buy
10,408
+79
+0.8% +$2.5K 0.15% 86
2025
Q2 		$308K Buy
10,329
+95
+0.9% +$2.64K 0.16% 87
2025
Q1 		$288K Buy
10,234
+78
+0.8% +$2.44K 0.16% 82
2024
Q4 		$328K Buy
10,156
+86
+0.9% +$2.67K 0.17% 73
2024
Q3 		$293K Buy
10,070
+91
+0.9% +$2.61K 0.15% 78
2024
Q2 		$254K Buy
9,979
+91
+0.9% +$2.32K 0.15% 79
2024
Q1 		$260K Sell
9,888
-600
-6% -$16.2K 0.16% 78
2023
Q4 		$307K Buy
10,488
+97
+0.9% +$2.48K 0.21% 67
2023
Q3 		$264K Buy
10,391
+94
+0.9% +$2.55K 0.2% 72
2023
Q2 		$257K Buy
10,297
+2,939
+40% +$72.9K 0.2% 73
2023
Q1 		$207K Buy
+7,358
New +$233K 0.18% 83

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

Resolute Wealth Strategies's UCB Position: Q2 2026 in Review

Resolute Wealth Strategies increased its United Community Banks (UCB) stake by 0.78% in Q2 2026, buying an estimated $2.24K and bringing the position to 8,627 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #102.

Resolute Wealth Strategies first reported a position in UCB in Q1 2023 and has held it in 14 quarters since. The position peaked at $328K in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Resolute Wealth Strategies held 8,627 shares of United Community Banks worth $303K as of Q2 2026.
  • Resolute Wealth Strategies bought 67 United Community Banks shares in Q2 2026, an estimated $2.24K.
  • United Community Banks made up 0.12% of Resolute Wealth Strategies's portfolio in Q2 2026, its #102 holding.
  • Resolute Wealth Strategies first reported a position in United Community Banks in Q1 2023 and has held it in 14 quarters since.
  • Resolute Wealth Strategies's United Community Banks position peaked at $328K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.