WA
UCB

Waverly Advisors’s United Community Banks UCB Stock Holding History

Waverly 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 		$3.95M Buy
112,521
+273
+0.2% +$9.12K 0.02% 508
2026
Q1 		$3.53M Sell
112,248
-3,535
-3% -$116K 0.03% 501
2025
Q4 		$3.61M Sell
115,783
-1,643
-1% -$50.7K 0.03% 449
2025
Q3 		$3.68M Sell
117,426
-943
-0.8% -$29.8K 0.04% 380
2025
Q2 		$3.53M Buy
118,369
+173
+0.1% +$4.81K 0.04% 376
2025
Q1 		$3.32M Sell
118,196
-10
-0% -$313 0.04% 366
2024
Q4 		$3.82M Buy
118,206
+61
+0.1% +$1.9K 0.06% 259
2024
Q3 		$3.44M Sell
118,145
-1,311
-1% -$37.6K 0.06% 244
2024
Q2 		$3.04M Buy
119,456
+35,382
+42% +$903K 0.06% 250
2024
Q1 		$2.21M Sell
84,074
-68
-0.1% -$1.84K 0.05% 243
2023
Q4 		$2.46M Buy
84,142
+218
+0.3% +$5.57K 0.09% 126
2023
Q3 		$2.13M Sell
83,924
-8,463
-9% -$229K 0.09% 127
2023
Q2 		$2.31M Buy
92,387
+27,361
+42% +$679K 0.1% 122
2023
Q1 		$1.83M Buy
65,026
+26,466
+69% +$836K 0.1% 105
2022
Q4 		$1.3M Buy
38,560
+629
+2% +$22.8K 0.07% 117
2022
Q3 		$1.26M Sell
37,931
-22
-0.1% -$731 0.09% 97
2022
Q2 		$1.15M Hold
37,953
– – 0.1% 75
2022
Q1 		$1.32M Hold
37,953
– – 0.11% 64
2021
Q4 		$1.38M Buy
+37,953
New +$1.33M 0.12% 63

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

Waverly Advisors's UCB Position: Q2 2026 in Review

Waverly Advisors increased its United Community Banks (UCB) stake by 0.24% in Q2 2026, buying an estimated $9.12K and bringing the position to 112,521 shares worth $3.95M. The position accounts for 0.02% of the portfolio, ranked #508.

Waverly Advisors first reported a position in UCB in Q4 2021 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Waverly Advisors held 112,521 shares of United Community Banks worth $3.95M as of Q2 2026.
  • Waverly Advisors bought 273 United Community Banks shares in Q2 2026, an estimated $9.12K.
  • United Community Banks made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #508 holding.
  • Waverly Advisors first reported a position in United Community Banks in Q4 2021 and has held it in 19 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.