WAP
UCB

Wealthcare Advisory Partners’s United Community Banks UCB Stock Holding History

Wealthcare Advisory Partners’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 		$260K Sell
7,412
-1,744
-19% -$58.3K ﹤0.01% 931
2026
Q1 		$288K Buy
9,156
+65
+0.7% +$2.14K 0.01% 894
2025
Q4 		$284K Buy
9,091
+65
+0.7% +$2.01K 0.01% 892
2025
Q3 		$283K Buy
9,026
+61
+0.7% +$1.93K 0.01% 877
2025
Q2 		$267K Buy
8,965
+79
+0.9% +$2.19K 0.01% 830
2025
Q1 		$250K Buy
8,886
+347
+4% +$10.9K 0.01% 809
2024
Q4 		$276K Buy
8,539
+65
+0.8% +$2.02K 0.01% 740
2024
Q3 		$246K Buy
8,474
+71
+0.8% +$2.04K 0.01% 772
2024
Q2 		$214K Buy
8,403
+44
+0.5% +$1.12K 0.01% 772
2024
Q1 		$220K Buy
8,359
+704
+9% +$19K 0.01% 747
2023
Q4 		$224K Buy
+7,655
New +$195K 0.01% 686

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return