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
Q2 		$256K Hold
7,283
– – 0.05% 84
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 $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

Smith & Howard Wealth Management's UCB Position: Q2 2026 in Review

Smith & Howard Wealth Management held its United Community Banks (UCB) position steady in Q2 2026 at 7,283 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #84.

Smith & Howard Wealth Management first reported a position in UCB in Q4 2024 and has held it in 5 quarters since. 373 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Smith & Howard Wealth Management held 7,283 shares of United Community Banks worth $256K as of Q2 2026.
  • Smith & Howard Wealth Management left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up 0.05% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Smith & Howard Wealth Management first reported a position in United Community Banks in Q4 2024 and has held it in 5 quarters since.
  • 373 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.