RWS
UCB

Retirement Wealth Solutions’s United Community Banks UCB Stock Holding History

Retirement Wealth Solutions’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 		$1.19K Buy
34
+9
+36% +$301 ﹤0.01% 615
2026
Q1 		$788 Buy
25
+3
+14% +$99 ﹤0.01% 670
2025
Q4 		$687 Sell
22
-4
-15% -$123 ﹤0.01% 643
2025
Q3 		$816 Buy
+26
New +$822 ﹤0.01% 598

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

Retirement Wealth Solutions's UCB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its United Community Banks (UCB) stake by 36% in Q2 2026, buying an estimated $301 and bringing the position to 34 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Retirement Wealth Solutions first reported a position in UCB in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Retirement Wealth Solutions held 34 shares of United Community Banks worth $1.19K as of Q2 2026.
  • Retirement Wealth Solutions bought 9 United Community Banks shares in Q2 2026, an estimated $301.
  • United Community Banks made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #615 holding.
  • Retirement Wealth Solutions first reported a position in United Community Banks in Q3 2025 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 Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.