SIS
UCB

Sound Income Strategies’s United Community Banks UCB Stock Holding History

Sound Income Strategies’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 		– Sell
-521
Closed -$16.6K – 2495
2026
Q1 		$16.6K Hold
521
– – ﹤0.01% 1266
2025
Q4 		$17.6K Buy
+521
New +$16.1K ﹤0.01% 1202

Other funds holding UCB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return

Sound Income Strategies's UCB Position: Q2 2026 in Review

Sound Income Strategies sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 521 shares — an estimated $16.6K sold.

Sound Income Strategies first reported a position in UCB in Q4 2025 and held it in 2 quarters. The position peaked at $17.6K in Q4 2025. 93 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Sound Income Strategies reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 521 United Community Banks shares in Q2 2026, an estimated $16.6K.
  • Sound Income Strategies first reported a position in United Community Banks in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's United Community Banks position peaked at $17.6K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.