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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
Q3 		$968 Sell
29
-5
-15% -$177 ﹤0.01% 744
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

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Retirement Wealth Solutions's UCB Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its United Community Banks (UCB) stake by 15% in Q3 2026, selling an estimated $177 and leaving 29 shares worth $968. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Retirement Wealth Solutions first reported a position in UCB in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19K in Q2 2026. 14 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • Retirement Wealth Solutions held 29 shares of United Community Banks worth $968 as of Q3 2026.
  • Retirement Wealth Solutions sold 5 United Community Banks shares in Q3 2026, an estimated $177.
  • United Community Banks made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #744 holding.
  • Retirement Wealth Solutions first reported a position in United Community Banks in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's United Community Banks position peaked at $1.19K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.