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

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

Wealthcare Advisory Partners's UCB Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its United Community Banks (UCB) stake by 19% in Q2 2026, selling an estimated $58.3K and leaving 7,412 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Wealthcare Advisory Partners first reported a position in UCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $288K in Q1 2026. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Wealthcare Advisory Partners held 7,412 shares of United Community Banks worth $260K as of Q2 2026.
Wealthcare Advisory Partners sold 1,744 United Community Banks shares in Q2 2026, an estimated $58.3K.
United Community Banks made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #931 holding.
Wealthcare Advisory Partners first reported a position in United Community Banks in Q4 2023 and has held it in 11 quarters since.
Wealthcare Advisory Partners's United Community Banks position peaked at $288K in Q1 2026.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.