Ridgepath Capital Management’s United Community Banks UCB Stock Holding History

Ridgepath Capital 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	$326K	Buy	9,297 +2,708	+41%	+$90.5K	0.14%	42
2026 Q1	$207K	Sell	6,589 -935	-12%	-$30.8K	0.1%	50
2025 Q4	$236K	Hold	7,524	–	–	0.11%	42
2025 Q3	$236K	Buy	7,524 +48	+0.6%	+$1.52K	0.1%	44
2025 Q2	$223K	Buy	7,476 +64	+0.9%	+$1.78K	0.1%	43
2025 Q1	$209K	Buy	7,412 +47	+0.6%	+$1.47K	0.1%	46
2024 Q4	$238K	Sell	7,365 -2,591	-26%	-$80.6K	0.11%	39
2024 Q3	$290K	Buy	+9,956	New	+$286K	0.23%	34
2024 Q2	–	Sell	-9,797	Closed	-$258K	–	48
2024 Q1	$258K	Buy	+9,797	New	+$265K	0.29%	37

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

Ridgepath Capital Management's UCB Position: Q2 2026 in Review

Ridgepath Capital Management increased its United Community Banks (UCB) stake by 41% in Q2 2026, buying an estimated $90.5K and bringing the position to 9,297 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #42.

Ridgepath Capital Management first reported a position in UCB in Q1 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Ridgepath Capital Management held 9,297 shares of United Community Banks worth $326K as of Q2 2026.
Ridgepath Capital Management bought 2,708 United Community Banks shares in Q2 2026, an estimated $90.5K.
United Community Banks made up 0.14% of Ridgepath Capital Management's portfolio in Q2 2026, its #42 holding.
Ridgepath Capital Management first reported a position in United Community Banks in Q1 2024 and has held it in 9 quarters since.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.