Wealth Enhancement Advisory Services’s United Community Banks UCB Stock Holding History

Wealth Enhancement Advisory Services’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	$1.1M	Buy	30,900 +6,479	+27%	+$216K	﹤0.01%	2003
2026 Q1	$784K	Sell	24,421 -3,415	-12%	-$112K	﹤0.01%	1969
2025 Q4	$898K	Buy	27,836 +1,647	+6%	+$50.8K	﹤0.01%	2028
2025 Q3	$840K	Buy	26,189 +507	+2%	+$16K	﹤0.01%	1978
2025 Q2	$816K	Buy	25,682 +4,761	+23%	+$132K	﹤0.01%	1869
2025 Q1	$589K	Buy	20,921 +312	+2%	+$9.76K	﹤0.01%	1937
2024 Q4	$666K	Buy	+20,609	New	+$641K	﹤0.01%	1792

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's UCB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its United Community Banks (UCB) stake by 27% in Q2 2026, buying an estimated $216K and bringing the position to 30,900 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Wealth Enhancement Advisory Services first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Wealth Enhancement Advisory Services held 30,900 shares of United Community Banks worth $1.1M as of Q2 2026.
Wealth Enhancement Advisory Services bought 6,479 United Community Banks shares in Q2 2026, an estimated $216K.
United Community Banks made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2003 holding.
Wealth Enhancement Advisory Services first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.