TPWA
UCB

Twin Peaks Wealth Advisors’s United Community Banks UCB Stock Holding History

Twin Peaks Wealth Advisors’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
-518
Closed -$16.3K – 2317
2026
Q1 		$16.3K Buy
+518
New +$17.1K ﹤0.01% 804
2025
Q3 		– Sell
-808
Closed -$25K – 2240
2025
Q2 		$25K Buy
+808
New +$22.4K 0.01% 526

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

Twin Peaks Wealth Advisors's UCB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 518 shares — an estimated $16.3K sold.

Twin Peaks Wealth Advisors first reported a position in UCB in Q2 2025 and held it in 2 quarters. The position peaked at $25K in Q2 2025. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 518 United Community Banks shares in Q2 2026, an estimated $16.3K.
  • Twin Peaks Wealth Advisors first reported a position in United Community Banks in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's United Community Banks position peaked at $25K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.