RWM
UCB

Rialto Wealth Management’s United Community Banks UCB Stock Holding History

Rialto Wealth Management’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 		$1.58K Buy
45
+1
+2% +$33 ﹤0.01% 1197
2026
Q1 		$1.39K Buy
44
+1
+2% +$33 ﹤0.01% 1000
2025
Q4 		$1.34K Buy
43
+4
+10% +$123 ﹤0.01% 902
2025
Q3 		$1.22K Buy
39
+3
+8% +$95 ﹤0.01% 858
2025
Q2 		$1.07K Sell
36
-6
-14% -$167 ﹤0.01% 830
2025
Q1 		$1.18K Buy
+42
New +$1.31K ﹤0.01% 637

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

Rialto Wealth Management's UCB Position: Q2 2026 in Review

Rialto Wealth Management increased its United Community Banks (UCB) stake by 2.3% in Q2 2026, buying an estimated $33 and bringing the position to 45 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Rialto Wealth Management first reported a position in UCB in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Rialto Wealth Management held 45 shares of United Community Banks worth $1.58K as of Q2 2026.
  • Rialto Wealth Management bought 1 United Community Banks share in Q2 2026, an estimated $33.
  • United Community Banks made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1197 holding.
  • Rialto Wealth Management first reported a position in United Community Banks in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.