SHWM
UCB

Smith & Howard Wealth Management’s United Community Banks UCB Stock Holding History

Smith & Howard 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
Q1 		$229K Hold
7,283
– – 0.05% 79
2025
Q4 		$227K Hold
7,283
– – 0.05% 80
2025
Q3 		$228K Buy
+7,283
New +$230K 0.05% 72
2025
Q1 		– Sell
-6,267
Closed -$202K – 86
2024
Q4 		$202K Buy
+6,267
New +$195K 0.06% 83

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Smith & Howard Wealth Management's UCB Position: Q1 2026 in Review

Smith & Howard Wealth Management held its United Community Banks (UCB) position steady in Q1 2026 at 7,283 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #79.

Smith & Howard Wealth Management first reported a position in UCB in Q4 2024 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Smith & Howard Wealth Management held 7,283 shares of United Community Banks worth $229K as of Q1 2026.
  • Smith & Howard Wealth Management left its United Community Banks share count unchanged in Q1 2026.
  • United Community Banks made up 0.05% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Smith & Howard Wealth Management first reported a position in United Community Banks in Q4 2024 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.