WWMSC
UCB

Wagner Wealth Management (South Carolina)’s United Community Banks UCB Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$374K Buy
10,653
+83
+0.8% +$2.77K 0.07% 108
2026
Q1 		$333K Buy
10,570
+81
+0.8% +$2.67K 0.07% 102
2025
Q4 		$327K Buy
10,489
+82
+0.8% +$2.53K 0.07% 101
2025
Q3 		$326K Buy
10,407
+78
+0.8% +$2.47K 0.08% 93
2025
Q2 		$308K Buy
10,329
+102
+1% +$2.83K 0.07% 97
2025
Q1 		$288K Buy
10,227
+75
+0.7% +$2.35K 0.07% 92
2024
Q4 		$328K Sell
10,152
-442
-4% -$13.7K 0.08% 83
2024
Q3 		$308K Buy
10,594
+21
+0.2% +$603 0.08% 85
2024
Q2 		$269K Sell
10,573
-2,000
-16% -$51K 0.08% 108
2024
Q1 		$331K Buy
12,573
+17
+0.1% +$459 0.1% 91
2023
Q4 		$367K Buy
12,556
+109
+0.9% +$2.78K 0.12% 87
2023
Q3 		$316K Buy
12,447
+110
+0.9% +$2.98K 0.12% 88
2023
Q2 		$308K Buy
12,337
+2,229
+22% +$55.3K 0.12% 87
2023
Q1 		$284K Buy
10,108
+62
+0.6% +$1.96K 0.13% 92
2022
Q4 		$340K Buy
10,046
+527
+6% +$19.1K 0.21% 83
2022
Q3 		$315K Hold
9,519
– – 0.23% 76
2022
Q2 		$287K Hold
9,519
– – 0.23% 75
2022
Q1 		$331K Hold
9,519
– – 0.23% 92
2021
Q4 		$342K Hold
9,519
– – 0.26% 82
2021
Q3 		$332K Hold
9,519
– – 0.26% 76
2021
Q2 		$305K Hold
9,519
– – 0.22% 90
2021
Q1 		$325K Sell
9,519
-27,542
-74% -$905K 0.26% 75
2020
Q4 		$1.05M Buy
+37,061
New +$875K 1% 29
2018
Q3 		$2K Hold
58
– – ﹤0.01% 575
2018
Q2 		$2K Hold
58
– – ﹤0.01% 537
2018
Q1 		$2K Buy
58
+28
+93% +$876 ﹤0.01% 495
2017
Q4 		$3K Buy
+30
New +$837 ﹤0.01% 617

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

Wagner Wealth Management (South Carolina)'s UCB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its United Community Banks (UCB) stake by 0.79% in Q2 2026, buying an estimated $2.77K and bringing the position to 10,653 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #108.

Wagner Wealth Management (South Carolina) first reported a position in UCB in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2020. 368 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 10,653 shares of United Community Banks worth $374K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 83 United Community Banks shares in Q2 2026, an estimated $2.77K.
  • United Community Banks made up 0.07% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #108 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in United Community Banks in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s United Community Banks position peaked at $1.05M in Q4 2020.
  • 368 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.