TWD
UCB

True Wealth Design’s United Community Banks UCB Stock Holding History

True Wealth Design’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 		$1.37K Hold
39
– – ﹤0.01% 1866
2026
Q1 		$1.23K Hold
39
– – ﹤0.01% 1728
2025
Q4 		$1.22K Sell
39
-1
-3% -$31 ﹤0.01% 1640
2025
Q3 		$1.25K Hold
40
– – ﹤0.01% 1674
2025
Q2 		$1.19K Buy
40
+39
+3,900% +$1.08K ﹤0.01% 1402
2025
Q1 		$29 Buy
+1
New +$31 ﹤0.01% 2520

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

True Wealth Design's UCB Position: Q2 2026 in Review

True Wealth Design held its United Community Banks (UCB) position steady in Q2 2026 at 39 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

True Wealth Design 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.

  • True Wealth Design held 39 shares of United Community Banks worth $1.37K as of Q2 2026.
  • True Wealth Design left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1866 holding.
  • True Wealth Design 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 True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.