Whipplewood Advisors’s United Community Banks UCB Stock Holding History

Whipplewood 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	–	Sell	-23	Closed	-$724	–	1059
2026 Q1	$724	Buy	+23	New	+$757	﹤0.01%	947
2025 Q3	–	Sell	-41	Closed	-$1.22K	–	1200
2025 Q2	$1.22K	Sell	41 -25	-38%	-$694	﹤0.01%	980
2025 Q1	$1.15K	Buy	66 +25	+61%	+$782	﹤0.01%	1001
2024 Q4	$1.32K	Buy	+41	New	+$1.27K	﹤0.01%	955

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

Whipplewood Advisors's UCB Position: Q2 2026 in Review

Whipplewood Advisors sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 23 shares — an estimated $724 sold.

Whipplewood Advisors first reported a position in UCB in Q4 2024 and held it in 4 quarters. The position peaked at $1.32K in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Whipplewood Advisors reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 23 United Community Banks shares in Q2 2026, an estimated $724.
Whipplewood Advisors first reported a position in United Community Banks in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's United Community Banks position peaked at $1.32K in Q4 2024.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.