RFG Advisory’s United Community Banks UCB Stock Holding History

RFG Advisory’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	$251K	Buy	7,153 +151	+2%	+$5.04K	﹤0.01%	996
2026 Q1	$220K	Buy	7,002 +72	+1%	+$2.37K	﹤0.01%	977
2025 Q4	$216K	Hold	6,930	–	–	﹤0.01%	928
2025 Q3	$217K	Hold	6,930	–	–	﹤0.01%	906
2025 Q2	$206K	Buy	+6,930	New	+$192K	﹤0.01%	888
2024 Q3	–	Sell	-9,724	Closed	-$248K	–	781
2024 Q2	$248K	Buy	9,724 +87	+0.9%	+$2.22K	0.01%	639
2024 Q1	$254K	Buy	9,637 +77	+0.8%	+$2.08K	0.01%	641
2023 Q4	$280K	Buy	9,560 +86	+0.9%	+$2.19K	0.01%	567
2023 Q3	$241K	Buy	9,474 +86	+0.9%	+$2.33K	0.01%	561
2023 Q2	$235K	Buy	9,388 +77	+0.8%	+$1.91K	0.01%	574
2023 Q1	$262K	Buy	+9,311	New	+$294K	0.01%	545

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

RFG Advisory's UCB Position: Q2 2026 in Review

RFG Advisory increased its United Community Banks (UCB) stake by 2.2% in Q2 2026, buying an estimated $5.04K and bringing the position to 7,153 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

RFG Advisory first reported a position in UCB in Q1 2023 and has held it in 11 quarters since. The position peaked at $280K in Q4 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

RFG Advisory held 7,153 shares of United Community Banks worth $251K as of Q2 2026.
RFG Advisory bought 151 United Community Banks shares in Q2 2026, an estimated $5.04K.
United Community Banks made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #996 holding.
RFG Advisory first reported a position in United Community Banks in Q1 2023 and has held it in 11 quarters since.
RFG Advisory's United Community Banks position peaked at $280K in Q4 2023.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.