United Community BanksUCB

13F holders, Q1 2026 (March 31)
354holders +18
48new positions
26sold out
7famous investors
$31.50avg. 13F price*

At the end of Q1 2026, 354 institutions reported holding United Community Banks (UCB) in their 13F filings, up 18 from Q4 2025. 48 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($562.5M), FMR LLC ($281.8M) and Vanguard Portfolio Management LLC ($253.3M). 7 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
United Community Banks
CUSIP
90984P303
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 270Q1 2024Q2 2024: 260Q2 2024Q3 2024: 276Q3 2024Q4 2024: 273Q4 2024Q1 2025: 300Q1 2025Q2 2025: 303Q2 2025Q3 2025: 303Q3 2025Q4 2025: 336Q4 2025Q1 2026: 354Q1 2026Q2 2026: 372Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions48$66.5M
Exits26$26.9M

All 13F filers, Q4 2025 → Q1 2026: 6,478,969 shares bought and 5,480,222 shares sold, net +998,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 354 holders

BlackRock, Inc. 0.01% Reduce -0.5% 17,861,636 $562.5M
FMR LLC 0.01% Reduce -1.7% 8,950,235 $281.8M
Vanguard Portfolio Management LLC 0.01% — 8,044,992 $253.3M
Dimensional Fund Advisors LP 0.04% Add +2.9% 6,520,132 $205.3M
State Street Corp. 0.01% Add +4.4% 6,232,961 $197.8M
Vanguard Capital Management LLC 0.00% — 5,376,189 $169.3M
Neuberger Berman Group LLC 0.08% Reduce -29.7% 3,490,768 $109.9M
Earnest Partners LLC 0.44% Reduce -2.7% 3,357,075 $105.7M
Geode Capital Management, LLC 0.01% Add +2.8% 2,978,389 $93.8M
Goldman Sachs Group Inc. 0.01% Add +35.1% 1,865,537 $58.7M
Invesco Ltd. 0.01% Reduce -1.7% 1,774,405 $55.9M
Nomura Asset Management International Inc. 0.09% Reduce -12.4% 1,724,621 $54.3M
Snyder Capital Management L P 1.03% Add +2.9% 1,682,849 $53.0M
Charles Schwab Investment Management Inc. 0.01% Add +1.8% 1,490,379 $46.9M
Bank of New York Mellon Corp 0.01% Add +8.6% 1,316,251 $41.4M
Northern Trust Corp. 0.01% Add +5.8% 1,312,784 $41.3M
Massachusetts Financial Services Co. 0.01% Add +4.8% 1,252,257 $39.4M
Vaughan Nelson Investment Management, L.P. 0.34% New 1,085,525 $34.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +3.1% 1,055,262 $33.2M
Morgan Stanley 0.00% Reduce -8.9% 979,287 $30.8M
Fisher Asset Management 0.01% Reduce -4.2% 948,847 $29.9M
Systematic Financial Management LP 0.63% Reduce -2.4% 878,302 $27.7M
Vanguard Fiduciary Trust Co. 0.01% — 785,234 $24.7M
Principal Financial Group Inc. 0.01% Add +32.3% 766,598 $24.1M
Bank of America Corp. 0.00% Add +27.6% 747,576 $23.5M
Wellington Management Group LLP 0.00% Reduce -7.0% 713,848 $22.5M
Segall Bryant & Hamill, LLC 0.31% Reduce -10.9% 682,001 $21.5M
Nuveen, LLC 0.01% Reduce -29.0% 613,831 $19.3M
MetLife Investment Management, LLC 0.08% Add +0.1% 509,201 $16.0M
Sei Investments Co. 0.01% Add +10.1% 446,292 $14.1M
Public Sector Pension Investment Board 0.04% Add +2.5% 431,467 $13.6M
JPMorgan Chase & Co. 0.00% Add +28.2% 429,066 $13.2M
Panagora Asset Management Inc. 0.05% Add +103.1% 416,102 $13.1M
Aristotle Capital Boston, LLC 0.80% Reduce -13.6% 407,922 $12.8M
Verition Fund Management LLC 0.13% Add +205.5% 398,897 $12.6M
Qube Research & Technologies Ltd 0.02% Reduce -44.0% 391,883 $12.3M
Millennium Management 0.01% Add +623.6% 373,731 $11.8M
Rhumbline Advisers 0.01% Add +1.4% 351,547 $11.1M
Interval Partners, LP 0.33% Add +528.1% 304,325 $9.6M
Raymond James Financial Inc. 0.00% Reduce -1.2% 292,596 $9.2M
UBS Group AG 0.00% Add +50.9% 279,713 $8.8M
Legal & General Group Plc 0.00% Reduce -7.9% 277,733 $8.7M
Ameriprise Financial Inc. 0.00% Reduce -9.2% 273,779 $8.6M
AQR Capital Management 0.00% Add +30.9% 246,098 $7.7M
California Public Employees Retirement System 0.00% Add +13.6% 244,690 $7.7M
Cresset Asset Management, LLC 0.03% Reduce -15.8% 241,611 $7.7M
Swiss National Bank 0.00% Add +0.5% 240,600 $7.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -26.3% 240,585 $7.6M
Schroder Investment Management Group 0.01% Reduce -29.0% 230,843 $7.1M
Trexquant Investment LP 0.05% Reduce -9.5% 219,613 $6.9M
ProShare Advisors LLC 0.01% Add +2.5% 219,488 $6.9M
Blair William & Co. 0.02% Add +0.1% 217,848 $6.9M
Citadel Advisors 0.00% Reduce -50.9% 216,224 $6.8M
Voya Investment Management LLC 0.01% Reduce -7.6% 210,864 $6.6M
Deutsche Bank AG 0.00% Add +109.9% 204,604 $6.4M
American Century Companies Inc. 0.00% Add +48.4% 197,309 $6.2M
Prudential Financial Inc. 0.01% Reduce -25.1% 196,357 $6.2M
Natixis Advisors, LLC 0.01% Add +971.2% 192,185 $6.1M
Envestnet Asset Management Inc. 0.00% Reduce -1.4% 185,526 $5.8M
Wells Fargo & Company 0.00% Reduce -33.8% 179,472 $5.7M
Invenomic Capital Management LP 0.26% New 179,295 $5.6M
Victory Capital Management Inc. 0.00% Add +326.9% 174,813 $5.5M
Peregrine Capital Management LLC 0.20% Reduce -8.8% 167,984 $5.3M
First Trust Advisors LP 0.00% Reduce -6.2% 145,739 $4.6M
Alliancebernstein L.P. 0.00% Reduce -10.3% 146,157 $4.6M
California State Teachers Retirement System 0.00% Add +20.1% 138,227 $4.4M
Franklin Resources Inc. 0.00% Add +328.0% 132,111 $4.2M
T. Rowe Price Associates Inc. 0.00% Add +21.3% 131,706 $4.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +11.9% 128,987 $4.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 122,230 $3.8M
Jane Street Group, LLC 0.00% New 117,113 $3.7M
HSBC Holdings PLC 0.00% Add +365.9% 114,896 $3.6M
Waverly Advisors, LLC 0.03% Reduce -3.0% 112,248 $3.5M
Thrivent Financial for Lutherans 0.01% Reduce -2.7% 110,357 $3.5M
Citigroup Inc. 0.00% Reduce -3.7% 107,849 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.0% 105,056 $3.3M
D. E. Shaw & Co. 0.00% New 104,185 $3.3M
Bessemer Group Inc. 0.01% Add +0.1% 103,484 $3.3M
Quantinno Capital Management LP 0.01% Add +9.6% 102,216 $3.2M
New York State Teachers Retirement System 0.01% Reduce -14.1% 101,323 $3.2M
Great Lakes Advisors, LLC 0.03% Add +22.9% 99,864 $3.1M
Susquehanna Fundamental Investments, LLC 0.12% New 97,933 $3.1M
Rafferty Asset Management, LLC 0.01% Add +0.0% 97,490 $3.1M
Hotchkis & Wiley Capital Management LLC 0.01% Reduce -51.5% 97,107 $3.1M
BNP Paribas Financial Markets 0.00% Add +174.5% 95,798 $3.0M
Susquehanna International Group, LLP 0.00% Add +123.4% 91,621 $2.9M
Algert Global LLC 0.04% Add +71.3% 89,080 $2.8M
Russell Investments Group, Ltd. 0.00% Add +2.2% 84,201 $2.7M
United Community Bank 0.88% New 84,123 $2.6M
State of Tennessee, Department of Treasury 0.01% Reduce -3.1% 80,096 $2.5M
Barclays PLC 0.00% Reduce -66.0% 79,710 $2.5M
Holocene Advisors, LP 0.01% Add +31.2% 79,528 $2.5M
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.4% 78,261 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 73,488 $2.3M
State Board of Administration of Florida Retirement System 0.00% Add +53.3% 70,753 $2.2M
Elo Mutual Pension Insurance Co 0.04% Add +92.7% 69,358 $2.2M
Federated Hermes, Inc. 0.00% New 65,588 $2.1M
Illinois Municipal Retirement Fund 0.03% Add +5.3% 65,395 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Add +387.4% 64,999 $2.0M
State of Alaska, Department of Revenue 0.02% Reduce -3.9% 64,776 $2.0M
Gsa Capital Partners LLP 0.12% Add +2.1% 63,459 $2.0M
Vanguard Global Advisers, LLC 0.00% — 63,157 $2.0M
Wesbanco Bank Inc. 0.05% No change 58,400 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 57,481 $1.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.9% 56,493 $1.8M
Campbell & CO Investment Adviser LLC 0.10% Add +361.9% 55,191 $1.7M
HighTower Advisors, LLC 0.00% Reduce -2.2% 54,969 $1.7M
Guggenheim Capital LLC 0.01% Add +63.9% 54,197 $1.7M
Oppenheimer Asset Management Inc. 0.02% Reduce -1.0% 53,975 $1.7M
Mariner, LLC 0.00% Add +0.8% 53,669 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -4.0% 53,500 $1.7M
Cambiar Investors LLC 0.08% Reduce -3.7% 52,281 $1.6M
Janus Henderson Group PLC 0.00% No change 51,902 $1.6M
LPL Financial LLC 0.00% Reduce -1.4% 49,940 $1.6M
Intech Investment Management LLC 0.02% Reduce -35.5% 49,438 $1.6M
DMC Group, LLC 0.97% Reduce -4.4% 45,668 $1.4M
Man Group plc 0.00% Add +4.7% 43,155 $1.4M
Captrust Financial Advisors 0.00% Reduce -71.9% 43,032 $1.4M
Eastover Investment Advisors LLC 0.58% New 42,718 $1.3M
New York State Common Retirement Fund 0.00% Add +8.7% 41,470 $1.3M
Occudo Quantitative Strategies LP 0.07% Add +220.7% 39,163 $1.3M
Bridgeway Capital Management, LLC 0.03% New 40,000 $1.3M
SG Americas Securities, LLC 0.00% Reduce -29.9% 39,435 $1.2M
Family Legacy, Inc. 0.37% Reduce -3.0% 39,333 $1.2M
CIBC Bancorp USA Inc. 0.00% — 38,980 $1.2M
Pinnacle Financial Partners, Inc. 0.01% Reduce -0.1% 36,765 $1.2M
M&T Bank Corp 0.00% Add +11.1% 36,718 $1.2M
Martingale Asset Management L P 0.03% Add +28.4% 36,603 $1.2M
Vanguard Investments Australia, Ltd. 0.00% — 34,918 $1.1M
Amalgamated Bank 0.01% Reduce -1.6% 34,780 $1.1M
Handelsbanken Fonder AB 0.00% Add +33.3% 34,439 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% No change 33,665 $1.1M
Arizona State Retirement System 0.01% Reduce -1.1% 33,388 $1.1M
Canada Pension Plan Investment Board 0.00% No change 33,100 $1.0M
Mayfair Advisory Group, LLC 0.36% No change 33,098 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -1.6% 32,286 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +35.8% 31,156 $981K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 31,106 $980K
Acadian Asset Management LLC 0.00% Add +2.4% 30,700 $965K
Edgestream Partners, L.P. 0.03% Reduce -55.8% 30,198 $951K
Teachers Retirement System of the State of Kentucky 0.01% No change 29,941 $943K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.9% 29,823 $939K
Diversified Trust Co. 0.02% Add +12.2% 28,551 $899K
Royal Bank of Canada 0.00% Reduce -6.0% 28,256 $890K
Squarepoint Ops LLC 0.00% New 27,972 $881K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.7% 27,620 $870K
Fifth Third Bancorp 0.00% Add +3485.6% 27,358 $862K
KLP Kapitalforvaltning As 0.00% Add +3.1% 26,800 $850K
First Citizens Bank & Trust Co. 0.02% No change 26,072 $821K
Welch Group, LLC 0.03% Reduce -16.2% 26,047 $820K
Everhart Financial Group, Inc. 0.07% Add +36.1% 25,785 $812K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 25,200 $800K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -12.3% 24,421 $784K
EntryPoint Capital, LLC 0.22% No change 24,092 $759K
Allianz Asset Management GmbH 0.00% New 23,260 $732K
Moody National Bank Trust Division 0.07% No change 23,255 $732K
Point72 Asset Management 0.00% Reduce -88.7% 23,140 $729K
GAMCO Investors 0.01% No change 23,000 $724K
Amundi 0.00% Add +22.3% 20,986 $661K
Savant Capital, LLC 0.00% Reduce -7.4% 20,478 $645K
&partners 0.00% Add +0.3% 20,026 $631K
CAP Partners, LLC 0.35% Add +0.8% 19,698 $620K
HB Wealth Management, LLC 0.00% Add +4.2% 19,540 $615K
Teacher Retirement System of Texas 0.00% Add +54.3% 19,170 $604K
Rather & Kittrell, Inc. 0.09% Add +0.0% 18,769 $591K
Csenge Advisory Group 0.03% Add +0.7% 18,414 $580K
Pictet Asset Management Holding SA 0.00% Reduce -0.1% 18,397 $579K
Assenagon Asset Management S.A. 0.00% Reduce -22.8% 18,344 $578K
Keystone Financial Group, Inc. 0.30% Reduce -1.2% 18,101 $575K
Patriot Investment Management Group, Inc. 0.04% No change 17,858 $562K
VARCOV Co. 0.21% New 17,633 $555K
Maryland State Retirement & Pension System 0.01% Reduce -1.5% 17,538 $552K
Public Employees Retirement Association of Colorado 0.00% No change 17,515 $552K
Salzhauer Michael 0.25% No change 17,032 $536K
New Age Alpha Advisors, LLC 0.03% Reduce -2.5% 16,952 $534K
Mangrove Partners Im, LLC 0.04% New 16,694 $526K
Two Sigma Investments, LP 0.00% New 16,600 $523K
Alps Advisors Inc. 0.00% New 16,540 $521K
Inspire Investing, LLC 0.03% Add +8.7% 16,259 $512K
Regions Financial Corp. 0.00% Reduce -2.6% 16,027 $505K
Summit Financial, LLC 0.01% Add +4.7% 15,799 $501K
Truist Financial Corp. 0.00% Add +1.1% 15,863 $500K
Entropy Technologies, LP 0.02% Add +1.6% 15,749 $496K
Vanguard Personalized Indexing Management, LLC 0.00% Add +126.0% 15,717 $495K
Cetera Investment Advisers 0.00% Add +23.3% 15,714 $495K
Pathstone Holdings, LLC 0.00% Reduce -1.8% 15,459 $487K
Connable Office Inc. 0.05% Reduce -14.5% 15,373 $484K
Continental Advisors LLC 0.29% Reduce -17.6% 14,834 $467K
PNC Financial Services Group, Inc. 0.00% Reduce -7.1% 14,662 $462K
Daytona Street Capital LLC 0.35% Reduce -3.3% 14,270 $460K
Pinnacle Wealth Management Advisory Group, LLC 0.03% New 14,409 $454K
Brooklyn Investment Group 0.01% Add +97.1% 14,265 $449K
Cwm, LLC 0.00% Add +11.1% 14,235 $448K
US Bancorp \de 0.00% Reduce -2.7% 14,152 $446K
MQS Management LLC 0.30% Add +21.8% 13,923 $438K
Keel Point, LLC 0.03% Reduce -0.7% 13,802 $435K
Mutual of America Capital Management LLC 0.00% Reduce -0.7% 13,801 $435K
Smith Thornton Advisors LLC 0.22% No change 13,652 $430K
Jackson Creek Investment Advisors LLC 0.12% Reduce -0.2% 13,053 $411K
Globeflex Capital L P 0.06% No change 12,808 $403K
Cerity Partners LLC 0.00% Add +28.3% 12,771 $402K
Focus Partners Wealth 0.00% Add +5.9% 12,659 $399K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -80.2% 12,139 $382K
Ieq Capital, LLC 0.00% Add +0.5% 12,039 $379K
GTS Securities LLC 0.01% New 11,875 $374K
State of Wisconsin Investment Board 0.00% Add +79.7% 11,821 $372K
Lazard Asset Management LLC 0.00% Add +7.7% 11,727 $369K
Tower Research Capital LLC (TRC) 0.01% Add +136.4% 11,644 $367K
Bailard, Inc. 0.01% Reduce -14.7% 11,600 $365K
Xponance LLC 0.00% Add +19.2% 11,566 $364K
Capstone Investment Advisors, LLC 0.00% Reduce -12.4% 11,427 $360K
CIBC Asset Management Inc 0.00% Reduce -3.2% 11,383 $358K
Mirabella Financial Services LLP 0.04% New 11,116 $350K
Arkadios Wealth Advisors 0.01% New 10,863 $342K
Integrated Investment Consultants, LLC 0.07% Reduce -1.4% 10,716 $337K
Fox Run Management, L.L.C. 0.06% Reduce -39.6% 10,824 $334K
Wagner Wealth Management, LLC 0.07% Add +0.8% 10,570 $333K
Bank of Montreal 0.00% Add +9.6% 10,317 $325K
Northwestern Mutual Wealth Management Co. 0.00% New 10,199 $321K
RBF Capital, LLC 0.02% No change 10,000 $315K
Ameritas Investment Partners, Inc. 0.01% No change 9,946 $313K
Profund Advisors LLC 0.01% Reduce -47.1% 9,840 $310K
Net Worth Advisory Group 0.06% New 9,800 $309K
Beacon Pointe Advisors, LLC 0.00% New 9,791 $308K
OneAscent Wealth Management LLC 0.10% No change 9,575 $302K
Choreo, LLC 0.00% New 9,303 $291K
Wealthcare Advisory Partners LLC 0.01% Add +0.7% 9,156 $288K
Mercer Global Advisors Inc. 0.00% Add +33.9% 9,136 $288K
Cypress Capital Group 0.03% No change 8,745 $275K
Hantz Financial Services, Inc. 0.00% Add +49.6% 8,613 $271K
Resolute Wealth Strategies, LLC 0.12% Add +0.8% 8,560 $270K
Commonwealth Equity Services, LLC 0.00% Add +1.3% 8,305 $262K
Patten & Patten Inc. 0.02% No change 8,266 $260K
Ensign Peak Advisors, Inc 0.00% No change 7,940 $250K
Swiss Life Asset Management Ltd 0.00% New 7,895 $249K
QRG Capital Management, Inc. 0.00% Add +14.8% 7,852 $247K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.3% 7,822 $246K
Rockefeller Capital Management L.P. 0.00% Add +0.1% 7,651 $241K
O'shaughnessy Asset Management, LLC 0.00% New 7,521 $237K
Smith & Howard Wealth Management, LLC 0.05% No change 7,283 $229K
Equitable Trust Co. 0.01% No change 7,255 $228K
DGS Capital Management, LLC 0.04% New 7,061 $222K
Hanover Advisors Inc. 0.09% No change 7,059 $222K
RFG Advisory, LLC 0.00% Add +1.0% 7,002 $220K
Caxton Associates LLP 0.01% New 6,961 $219K
Praxis Investment Management Inc. 0.01% Reduce -8.4% 6,642 $209K
Ridgepath Capital Management LLC 0.10% Reduce -12.4% 6,589 $207K
J.W. Cole Advisors, Inc. 0.01% New 6,559 $207K
SCS Capital Management LLC 0.00% No change 6,503 $206K
Balyasny Asset Management L.P. 0.00% Reduce -55.8% 6,538 $206K
Barlow Wealth Partners, LLC 0.02% New 6,020 $206K
GAMMA Investing LLC 0.01% Add +11.4% 6,310 $199K
STRS Ohio 0.00% Reduce -14.7% 5,800 $183K
Blue Trust, Inc. 0.00% No change 4,805 $151K
Jones Financial Companies LLLP 0.00% Add +6.8% 4,681 $145K
MAI Capital Management 0.00% Add +2.3% 4,362 $137K
Bayforest Capital Ltd 0.15% Reduce -51.7% 4,212 $133K
Sterling Capital Management LLC 0.00% Reduce -42.3% 4,075 $128K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 4,064 $128K
Osaic Holdings, Inc. 0.00% Reduce -66.1% 4,045 $127K
MTM Investment Management, LLC 0.04% No change 4,045 $127K
Quadrant Capital Group LLC 0.00% No change 3,898 $123K
KBC Group NV 0.00% No change 3,844 $121K
Atlas Capital Advisors Inc. 0.01% No change 400 $119K
Smartleaf Asset Management LLC 0.00% Reduce -10.0% 3,491 $108K
Beacon Investment Advisory Services, Inc. 0.00% New 3,334 $105K
Los Angeles Capital Management LLC 0.00% No change 3,195 $101K
Allworth Financial LP 0.00% Add +6.2% 2,956 $93K
Evergreen Advisors, LLC 0.02% New 2,949 $93K
Oakworth Capital, Inc. 0.00% Reduce -25.1% 2,770 $87K
Sittner & Nelson, LLC 0.03% New 2,662 $84K
Farther Finance Advisors, LLC 0.00% Add +2.8% 2,610 $83K
Versant Capital Management, Inc 0.01% Add +59.1% 2,556 $80K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +1.9% 2,311 $73K
Park Place Capital Corp 0.01% New 2,310 $73K
EverSource Wealth Advisors, LLC 0.00% Add +3.6% 2,052 $65K
Destiny Wealth Partners, LLC 0.01% New 2,010 $63K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% No change 2,000 $63K
HHM Wealth Advisors, LLC 0.01% No change 1,963 $62K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,561 $49K
Public Employees Retirement System of Ohio 0.00% Add +4.8% 1,462 $46K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -41.8% 1,512 $43K
First Horizon Corp. 0.00% Reduce -21.7% 1,030 $32K
Nomura Asset Management Co. Ltd. 0.00% No change 970 $31K
Harbor Capital Advisors, Inc. 0.00% Reduce -98.1% 940 $30K
Salomon & Ludwin, LLC 0.00% No change 795 $26K
Basecamp Wealth Advisors LLC 0.00% No change 745 $23K
Root Financial Partners, LLC 0.00% Add +80.4% 682 $21K
Kemnay Advisory Services Inc. 0.00% Add +176.5% 672 $21K
UMB Bank, n.a. 0.00% No change 647 $20K
Covestor Ltd 0.01% Reduce -33.5% 660 $20K
Grove Bank & Trust 0.00% Add +24.9% 597 $19K
Arax Advisory Partners 0.00% Add +474.7% 546 $18K
Abound Wealth Management 0.00% Add +12.6% 535 $17K
Sound Income Strategies, LLC 0.00% No change 521 $17K
Twin Peaks Wealth Advisors, LLC 0.00% New 518 $16K
Signaturefd, LLC 0.00% No change 509 $16K
Parkside Financial Bank & Trust 0.00% Add +78.2% 401 $13K
Investors Research Corp 0.00% Add +6.5% 327 $10K
Danske Bank A/S 0.00% Reduce -93.5% 300 $9K
Colonial Trust Co / SC 0.00% No change 292 $9K
Quarry LP 0.00% Reduce -49.0% 289 $9K
Assetmark, Inc. 0.00% Add +315.9% 287 $9K
WPG Advisers, LLC 0.01% Reduce -5.7% 282 $9K
Rothschild Investment LLC 0.00% Add +55.3% 281 $9K
Bare Financial Services, Inc 0.00% Add +34.4% 262 $8K
Beacon Financial Strategies CORP 0.00% No change 233 $7K
Pinnacle Holdings, LLC 0.00% No change 220 $7K
Advisory Services Network, LLC 0.00% New 200 $6K
Hilton Head Capital Partners, LLC 0.00% No change 169 $5K
CVA Family Office, LLC 0.00% New 160 $5K
Keating Financial Advisory Services, Inc. 0.00% Add +216.0% 158 $5K
Huntington National Bank 0.00% No change 146 $5K
Parallel Advisors, LLC 0.00% No change 135 $4K
Brown Brothers Harriman & Co. 0.00% Reduce -19.8% 130 $4K
IFP Advisors, Inc 0.00% No change 112 $4K
S&T Bank 0.00% New 103 $3K
Fortitude Family Office, LLC 0.00% Add +215.6% 101 $3K
Rossby Financial, LCC 0.00% Add +438.9% 97 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -22.1% 88 $3K
MPWM Advisory Solutions, LLC 0.00% No change 84 $3K
Harbour Investments, Inc. 0.00% Add +364.7% 79 $2K
TD Capital Management LLC 0.00% New 72 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.5% 67 $2K
High Note Wealth, LLC 0.00% No change 65 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 64 $2K
CX Institutional 0.00% No change 64 $2K
Torren Management, LLC 0.00% Reduce -96.4% 45 $1K
Rialto Wealth Management, LLC 0.00% Add +2.3% 44 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $1K
True Wealth Design, LLC 0.00% No change 39 $1K
Mather Group, Llc. 0.00% New 31 $976
Retirement Wealth Solutions LLC 0.00% Add +13.6% 25 $788
JPL Wealth Management, LLC 0.00% New 25 $788
Larson Financial Group LLC 0.00% No change 25 $787
Signature Equity Partners, LLC 0.00% No change 24 $756
Whipplewood Advisors, LLC 0.00% New 23 $724
Hughes Financial Services, LLC 0.00% No change 21 $661
SBI Securities Co., Ltd. 0.00% No change 21 $661
SJS Investment Consulting Inc. 0.00% Add +42.9% 20 $630
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $630
Essential Partners LLC 0.00% Reduce -34.6% 17 $535
Bell Investment Advisors, Inc 0.00% No change 15 $473
Prestige Wealth Management Group LLC 0.00% New 12 $381
Bay Harbor Wealth Management, LLC 0.00% No change 12 $380
Ankerstar Wealth, LLC 0.00% No change 10 $317
HFM Investment Advisors, LLC 0.00% No change 9 $283
Gilpin Wealth Management, LLC 0.00% No change 7 $221
Vermillion Wealth Management, Inc. 0.00% New 6 $189
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.5% 5 $157
Raffa Wealth Management, LLC 0.00% New 4 $126
Dunhill Financial, LLC 0.00% Reduce -33.3% 2 $79
Curio Wealth, LLC 0.00% New 2 $63
Avion Wealth 0.00% No change 20 $0

"% of holder's portfolio" is UCB's weight in each manager's 13F, not the share of United Community Banks the manager owns.