United Community BanksUCB

13F holders, Q2 2026 (June 30)
372holders +18
52new positions
35sold out
7famous investors
$35.10avg. 13F price*

At the end of Q2 2026, 372 institutions reported holding United Community Banks (UCB) in their 13F filings, up 18 from Q1 2026. 52 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($614.4M), Vanguard Portfolio Management LLC ($284.9M) and FMR LLC ($281.7M). 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$35.7M
Exits35$24.6M

All 13F filers, Q1 2026 → Q2 2026: 6,914,078 shares bought and 4,515,647 shares sold, net +2,398,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 372 holders

BlackRock, Inc. 0.01% Reduce -2.0% 17,508,114 $614.4M
Vanguard Portfolio Management LLC 0.01% Add +0.9% 8,117,742 $284.9M
FMR LLC 0.01% Reduce -10.3% 8,027,052 $281.7M
Dimensional Fund Advisors LP 0.04% Add +1.9% 6,641,192 $233.0M
State Street Corp. 0.01% Add +4.9% 6,538,953 $231.1M
Vanguard Capital Management LLC 0.00% Add +0.8% 5,421,389 $190.2M
Neuberger Berman Group LLC 0.08% Add +0.8% 3,519,022 $123.5M
Earnest Partners LLC 0.41% Reduce -3.7% 3,232,896 $113.4M
Geode Capital Management, LLC 0.01% Add +4.7% 3,118,742 $109.5M
Invesco Ltd. 0.01% Add +24.8% 2,214,478 $77.7M
Goldman Sachs Group Inc. 0.01% Reduce -4.9% 1,773,844 $62.2M
Snyder Capital Management L P 0.99% Reduce -2.5% 1,640,886 $57.6M
Nomura Asset Management International Inc. 0.09% Reduce -6.8% 1,606,581 $56.4M
Bank of New York Mellon Corp 0.01% Add +19.5% 1,572,963 $55.2M
Norges Bank 0.01% — 1,523,614 $53.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.7% 1,501,475 $52.7M
Northern Trust Corp. 0.01% Add +10.0% 1,443,555 $50.7M
Vaughan Nelson Investment Management, L.P. 0.45% Add +32.2% 1,434,797 $50.3M
Massachusetts Financial Services Co. 0.02% Add +12.3% 1,406,300 $49.3M
Qube Research & Technologies Ltd 0.04% Add +181.4% 1,102,640 $38.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -0.3% 1,052,438 $36.9M
Morgan Stanley 0.00% Add +3.9% 1,017,671 $35.7M
Fisher Asset Management 0.01% Reduce -0.4% 944,829 $33.2M
American Century Companies Inc. 0.01% Add +369.4% 926,155 $32.5M
Panagora Asset Management Inc. 0.09% Add +110.3% 874,986 $30.7M
Systematic Financial Management LP 0.61% Reduce -0.8% 871,016 $30.6M
Vanguard Fiduciary Trust Co. 0.01% Add +1.4% 796,001 $27.9M
Principal Financial Group Inc. 0.01% Add +1.8% 780,281 $27.4M
Segall Bryant & Hamill, LLC 0.30% Add +4.5% 712,727 $25.0M
Ameriprise Financial Inc. 0.01% Add +156.8% 703,102 $24.7M
Nuveen, LLC 0.01% Add +3.5% 635,295 $22.3M
Bank of America Corp. 0.00% Reduce -16.0% 628,256 $22.0M
MetLife Investment Management, LLC 0.08% Add +1.0% 514,498 $18.1M
JPMorgan Chase & Co. 0.00% Reduce -5.7% 404,779 $14.5M
Public Sector Pension Investment Board 0.04% Reduce -4.7% 411,165 $14.4M
Sei Investments Co. 0.01% Reduce -12.3% 391,226 $13.7M
Interval Partners, LP 0.40% Add +17.0% 355,933 $12.5M
Aristotle Capital Boston, LLC 0.80% Reduce -16.5% 340,716 $12.0M
AQR Capital Management 0.00% Add +34.5% 330,969 $11.6M
Rhumbline Advisers 0.01% Reduce -11.9% 309,692 $10.9M
Millennium Management 0.01% Reduce -18.6% 304,256 $10.7M
Schroder Investment Management Group 0.01% Add +25.7% 290,166 $10.3M
Raymond James Financial Inc. 0.00% Reduce -8.0% 269,263 $9.4M
Legal & General Group Plc 0.00% Reduce -3.3% 268,602 $9.4M
UBS Group AG 0.00% Reduce -6.2% 262,409 $9.2M
Natixis Advisors, LLC 0.01% Add +36.3% 261,996 $9.2M
Arrowstreet Capital, Limited Partnership 0.00% New 261,881 $9.2M
Wellington Management Group LLP 0.00% Reduce -64.4% 254,136 $8.9M
Cresset Asset Management, LLC 0.03% No change 241,611 $8.5M
Federated Hermes, Inc. 0.01% Add +268.8% 241,877 $8.5M
Swiss National Bank 0.00% Reduce -0.2% 240,200 $8.4M
California Public Employees Retirement System 0.00% Reduce -2.9% 237,655 $8.3M
Wells Fargo & Company 0.00% Add +31.9% 236,668 $8.3M
Blair William & Co. 0.02% Reduce -0.1% 217,555 $7.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.9% 214,390 $7.5M
ProShare Advisors LLC 0.01% Reduce -3.4% 211,945 $7.4M
Citadel Advisors 0.00% Reduce -6.7% 201,678 $7.1M
Voya Investment Management LLC 0.01% Reduce -4.7% 200,869 $7.0M
Thrivent Financial for Lutherans 0.01% Add +77.6% 195,960 $6.9M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 182,467 $6.4M
Schonfeld Strategic Advisors LLC 0.03% Add +169.4% 175,106 $6.1M
California State Teachers Retirement System 0.01% Add +15.0% 158,964 $5.6M
T. Rowe Price Associates Inc. 0.00% Add +17.6% 154,889 $5.4M
Peregrine Capital Management LLC 0.18% Reduce -8.1% 154,456 $5.4M
First Trust Advisors LP 0.00% Add +2.4% 149,203 $5.2M
Alliancebernstein L.P. 0.00% Add +9.8% 160,467 $5.1M
Invenomic Capital Management LP 0.30% Reduce -21.3% 141,162 $5.0M
Russell Investments Group, Ltd. 0.00% Add +67.5% 141,067 $5.0M
Franklin Resources Inc. 0.00% Add +4.1% 137,569 $4.8M
Prudential Financial Inc. 0.01% Reduce -31.8% 133,937 $4.7M
Citigroup Inc. 0.00% Add +18.7% 128,016 $4.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -1.7% 126,831 $4.5M
Deutsche Bank AG 0.00% Reduce -38.2% 126,435 $4.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 122,230 $4.3M
Quantinno Capital Management LP 0.01% Add +15.8% 118,334 $4.2M
Numerai GP LLC 0.34% New 118,171 $4.1M
Waverly Advisors, LLC 0.02% Add +0.2% 112,521 $3.9M
New Age Alpha Advisors, LLC 0.16% Add +542.6% 108,934 $3.8M
Verition Fund Management LLC 0.03% Reduce -73.6% 105,403 $3.7M
Great Lakes Advisors, LLC 0.03% Add +5.5% 105,387 $3.7M
Natixis 0.02% New 105,200 $3.7M
New York State Teachers Retirement System 0.01% Add +3.4% 104,774 $3.7M
Bessemer Group Inc. 0.01% Reduce -0.1% 103,338 $3.6M
Susquehanna Fundamental Investments, LLC 0.07% Add +4.1% 101,990 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.6% 99,185 $3.5M
Hotchkis & Wiley Capital Management LLC 0.01% Add +0.4% 97,507 $3.4M
Jump Financial, LLC 0.03% New 96,892 $3.4M
D. E. Shaw & Co. 0.00% Reduce -8.6% 95,228 $3.3M
Holocene Advisors, LP 0.01% Add +19.4% 94,995 $3.3M
Algert Global LLC 0.04% No change 89,080 $3.1M
Allianz Asset Management GmbH 0.00% Add +266.0% 85,135 $3.0M
Edgestream Partners, L.P. 0.09% Add +176.6% 83,515 $2.9M
BNP Paribas Financial Markets 0.00% Reduce -13.8% 82,613 $2.9M
State Board of Administration of Florida Retirement System 0.00% Add +7.6% 76,117 $2.7M
Victory Capital Management Inc. 0.00% Reduce -59.7% 70,384 $2.5M
Rafferty Asset Management, LLC 0.01% Reduce -28.5% 69,744 $2.4M
Diversified Trust Co. 0.04% Add +134.3% 66,890 $2.3M
Point72 Asset Management 0.00% Add +188.9% 66,857 $2.3M
Occudo Quantitative Strategies LP 0.12% Add +70.0% 66,558 $2.3M
Guggenheim Capital LLC 0.01% Add +15.5% 62,619 $2.2M
Manufacturers Life Insurance Company, The 0.00% Add +10.1% 62,183 $2.2M
Illinois Municipal Retirement Fund 0.02% Reduce -5.7% 61,681 $2.2M
Vanguard Global Advisers, LLC 0.00% Reduce -2.5% 61,587 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -17.3% 60,751 $2.1M
Brevan Howard Capital Management LP 0.03% New 59,149 $2.1M
Barclays PLC 0.00% Reduce -26.6% 58,509 $2.1M
Wesbanco Bank Inc. 0.05% No change 58,400 $2.0M
Mariner, LLC 0.00% Add +4.8% 56,264 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.3% 56,135 $2.0M
HighTower Advisors, LLC 0.00% Add +1.0% 55,543 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -33.0% 53,636 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -2.0% 52,908 $1.9M
Louisiana State Employees Retirement System 0.03% Reduce -1.9% 52,500 $1.8M
Cambiar Investors LLC 0.08% Reduce -0.5% 52,031 $1.8M
Jupiter Topco LLC 0.00% — 51,902 $1.8M
LPL Financial LLC 0.00% Add +2.4% 51,159 $1.8M
Martingale Asset Management L P 0.04% Add +34.7% 49,303 $1.7M
Squarepoint Ops LLC 0.00% Add +71.6% 48,011 $1.7M
Captrust Financial Advisors 0.00% Add +4.8% 45,084 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -31.0% 44,700 $1.6M
New York State Common Retirement Fund 0.00% Add +7.0% 44,370 $1.6M
Eastover Investment Advisors LLC 0.59% Reduce -0.1% 42,688 $1.5M
DMC Group, LLC 1.00% Reduce -8.7% 41,718 $1.5M
Two Sigma Investments, LP 0.00% Add +146.3% 40,893 $1.4M
Savant Capital, LLC 0.00% Add +107.3% 42,451 $1.4M
Bridgeway Capital Management, LLC 0.02% No change 40,000 $1.4M
CIBC Bancorp USA Inc. 0.00% Add +1.6% 39,623 $1.4M
Family Legacy, Inc. 0.36% Reduce -1.4% 38,793 $1.4M
Pinnacle Financial Partners, Inc. 0.01% Add +0.3% 36,887 $1.3M
M&T Bank Corp 0.00% No change 36,718 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.3% 36,108 $1.3M
Elo Mutual Pension Insurance Co 0.02% Reduce -48.3% 35,882 $1.3M
Handelsbanken Fonder AB 0.00% No change 34,439 $1.2M
Vanguard Investments Australia, Ltd. 0.00% Reduce -4.7% 33,287 $1.2M
Mayfair Advisory Group, LLC 0.35% No change 33,098 $1.2M
Canada Pension Plan Investment Board 0.00% No change 33,100 $1.2M
Arizona State Retirement System 0.01% Reduce -1.1% 33,024 $1.2M
Man Group plc 0.00% Reduce -23.5% 33,024 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -0.1% 32,263 $1.1M
Amalgamated Bank 0.01% Reduce -7.3% 32,224 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +26.5% 30,900 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 31,156 $1.1M
Royal Bank of Canada 0.00% Add +8.6% 30,672 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 29,941 $1.1M
SG Americas Securities, LLC 0.00% Reduce -24.5% 29,787 $1.0M
Intech Investment Management LLC 0.01% Reduce -40.7% 29,304 $1.0M
SummitTX Capital, L.P. 0.03% New 28,716 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -4.8% 28,382 $996K
Stifel Financial Corp. 0.00% New 28,258 $992K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.4% 27,220 $955K
KLP Kapitalforvaltning As 0.00% No change 26,800 $946K
Fifth Third Bancorp 0.00% Reduce -2.4% 26,715 $937K
Moody National Bank Trust Division 0.08% Add +14.3% 26,568 $932K
Graham Capital Management, L.P. 0.04% New 26,443 $928K
Fieldview Capital Management, LLC 0.26% New 26,416 $927K
Engineers Gate Manager LP 0.01% New 26,359 $925K
First Citizens Bank & Trust Co. 0.01% No change 26,072 $915K
Welch Group, LLC 0.03% No change 26,047 $914K
Atom Investors LP 0.08% New 25,591 $898K
Everhart Financial Group, Inc. 0.06% Reduce -1.3% 25,463 $893K
EntryPoint Capital, LLC 0.21% No change 24,092 $845K
Susquehanna International Group, LLP 0.00% Reduce -74.1% 23,731 $833K
HSBC Holdings PLC 0.00% Reduce -79.8% 23,225 $823K
GAMCO Investors 0.01% No change 23,000 $807K
Freestone Grove Partners LP 0.00% New 21,231 $745K
HB Wealth Management, LLC 0.00% Add +5.4% 20,601 $723K
CAP Partners, LLC 0.34% Add +0.8% 19,851 $697K
&partners 0.00% Reduce -1.1% 19,808 $695K
Mirabella Financial Services LLP 0.07% Add +77.7% 19,748 $693K
Inspire Investing, LLC 0.03% Add +18.4% 19,247 $675K
Rather & Kittrell, Inc. 0.09% Reduce -0.0% 18,763 $658K
Vanguard Personalized Indexing Management, LLC 0.01% Add +19.2% 18,736 $657K
STRS Ohio 0.00% Add +220.7% 18,600 $653K
Csenge Advisory Group 0.03% Add +0.7% 18,548 $651K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 18,417 $646K
Pictet Asset Management Holding SA 0.00% Add +0.0% 18,404 $646K
Keystone Financial Group, Inc. 0.34% Add +0.8% 18,245 $645K
Amundi 0.00% Reduce -13.7% 18,105 $635K
Patriot Investment Management Group, Inc. 0.04% No change 17,858 $627K
Public Employees Retirement Association of Colorado 0.00% No change 17,515 $615K
Maryland State Retirement & Pension System 0.01% Reduce -0.7% 17,408 $611K
Salzhauer Michael 0.22% No change 17,032 $598K
PNC Financial Services Group, Inc. 0.00% Add +14.1% 16,727 $587K
Alps Advisors Inc. 0.00% Add +0.9% 16,692 $586K
Regions Financial Corp. 0.00% No change 16,027 $562K
State of Wisconsin Investment Board 0.00% Add +35.3% 15,995 $561K
Summit Financial, LLC 0.01% Add +0.2% 15,827 $559K
Truist Financial Corp. 0.00% Add +0.4% 15,928 $559K
Centiva Capital, LP 0.02% New 15,847 $556K
Ieq Capital, LLC 0.00% Add +28.9% 15,513 $544K
Cetera Investment Advisers 0.00% Reduce -1.9% 15,416 $541K
Campbell & CO Investment Adviser LLC 0.03% Reduce -72.4% 15,247 $535K
IFG Advisory, LLC 0.02% New 15,051 $528K
Aquatic Capital Management LLC 0.02% New 14,907 $523K
Continental Advisors LLC 0.31% No change 14,834 $521K
Pathstone Holdings, LLC 0.00% Reduce -6.3% 14,486 $509K
Teacher Retirement System of Texas 0.00% Reduce -24.7% 14,442 $507K
Daytona Street Capital LLC 0.37% No change 14,270 $506K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +0.0% 14,413 $506K
Connable Office Inc. 0.04% Reduce -6.9% 14,319 $502K
US Bancorp \de 0.00% Reduce -0.5% 14,085 $494K
Entropy Technologies, LP 0.02% Reduce -11.4% 13,949 $489K
Smith Thornton Advisors LLC 0.21% No change 13,652 $485K
Keel Point, LLC 0.03% No change 13,802 $484K
Mutual of America Capital Management LLC 0.00% Reduce -0.7% 13,709 $481K
Focus Partners Wealth 0.00% Add +7.5% 13,611 $478K
Global Retirement Partners, LLC 0.01% — 13,613 $478K
Mercer Global Advisors Inc. 0.00% Add +46.6% 13,391 $470K
Cerity Partners LLC 0.00% Add +3.4% 13,201 $463K
Globeflex Capital L P 0.05% Reduce -4.7% 12,204 $428K
Xponance LLC 0.00% Add +5.5% 12,200 $428K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 12,139 $426K
Lazard Asset Management LLC 0.00% Add +3.0% 12,074 $424K
iSAM Funds (UK) Ltd 0.30% New 12,000 $421K
Osaic Holdings, Inc. 0.00% Add +194.9% 11,927 $419K
Choreo, LLC 0.00% Add +22.6% 11,409 $401K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -63.8% 11,251 $395K
DRW Securities, LLC 0.02% New 11,234 $394K
CIBC Asset Management Inc 0.00% Reduce -1.3% 11,231 $394K
Ameritas Investment Partners, Inc. 0.01% Add +11.7% 11,111 $390K
Bank of Montreal 0.00% Add +6.3% 10,967 $385K
Integrated Investment Consultants, LLC 0.07% Reduce -0.4% 10,671 $374K
Corient Private Wealth LP 0.00% New 10,655 $374K
Wagner Wealth Management, LLC 0.07% Add +0.8% 10,653 $374K
RBF Capital, LLC 0.01% No change 10,000 $351K
Jefferies Financial Group Inc. 0.00% New 9,528 $334K
Twinbeech Capital LP 0.06% New 9,411 $330K
PDT Partners, LLC 0.02% New 9,317 $327K
Ridgepath Capital Management LLC 0.14% Add +41.1% 9,297 $326K
Hantz Financial Services, Inc. 0.00% Add +6.8% 9,195 $323K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.2% 9,156 $321K
OneAscent Wealth Management LLC 0.09% Reduce -6.5% 8,955 $314K
Cypress Capital Group 0.03% No change 8,745 $307K
Commonwealth Equity Services, LLC 0.00% Add +4.4% 8,669 $304K
Resolute Wealth Strategies, LLC 0.12% Add +0.8% 8,627 $303K
Profund Advisors LLC 0.01% Reduce -12.5% 8,611 $302K
Swiss Life Asset Management Ltd 0.00% Add +9.0% 8,606 $302K
QRG Capital Management, Inc. 0.00% Add +7.6% 8,448 $296K
Patten & Patten Inc. 0.02% No change 8,266 $290K
Capstone Investment Advisors, LLC 0.00% Reduce -29.3% 8,076 $283K
Ensign Peak Advisors, Inc 0.00% No change 7,940 $279K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 7,900 $277K
Crossmark Global Holdings, Inc. 0.00% No change 7,822 $274K
Rockefeller Capital Management L.P. 0.00% Add +1.7% 7,783 $273K
Merit Financial Group, LLC 0.00% New 7,723 $271K
Creative Planning 0.00% New 7,591 $266K
GAMMA Investing LLC 0.01% Add +18.8% 7,496 $263K
Wealthcare Advisory Partners LLC 0.00% Reduce -19.1% 7,412 $260K
Smith & Howard Wealth Management, LLC 0.05% No change 7,283 $256K
Equitable Trust Co. 0.01% No change 7,255 $255K
RFG Advisory, LLC 0.00% Add +2.2% 7,153 $251K
Hanover Advisors Inc. 0.09% No change 7,059 $248K
Nisa Investment Advisors, LLC 0.00% Reduce -72.2% 7,007 $247K
Farringdon Capital, Ltd. 0.12% New 6,889 $242K
Praxis Investment Management Inc. 0.01% No change 6,642 $233K
J.W. Cole Advisors, Inc. 0.00% No change 6,559 $230K
SCS Capital Management LLC 0.00% No change 6,503 $230K
Nykredit A/S 0.00% — 6,519 $229K
XTX Topco Ltd 0.00% New 6,330 $222K
Jones Financial Companies LLLP 0.00% Add +31.6% 6,160 $219K
LBMC Investment Advisors, LLC 0.01% New 6,107 $214K
DNB Asset Management AS 0.00% New 6,006 $211K
Fort Washington Investment Advisors Inc. 0.00% New 6,000 $211K
Tower Research Capital LLC (TRC) 0.01% Reduce -48.6% 5,979 $210K
Barlow Wealth Partners, LLC 0.02% No change 6,020 $208K
CVFG LLC 0.02% New 5,847 $205K
Blue Trust, Inc. 0.00% No change 4,805 $169K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 4,064 $143K
MTM Investment Management, LLC 0.04% No change 4,045 $142K
KBC Group NV 0.00% No change 3,844 $135K
Smartleaf Asset Management LLC 0.00% No change 3,491 $123K
Atlas Capital Advisors Inc. 0.01% No change 400 $120K
Beacon Investment Advisory Services, Inc. 0.00% No change 3,334 $117K
Allworth Financial LP 0.00% Add +10.2% 3,256 $114K
Farther Finance Advisors, LLC 0.00% Add +13.8% 2,970 $104K
Versant Capital Management, Inc 0.01% Add +13.2% 2,894 $102K
Sittner & Nelson, LLC 0.03% No change 2,662 $93K
Sterling Capital Management LLC 0.00% Reduce -39.5% 2,467 $87K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +4.9% 2,424 $85K
Arax Advisory Partners 0.00% Add +343.2% 2,420 $85K
Park Place Capital Corp 0.01% No change 2,310 $81K
Bayforest Capital Ltd 0.07% Reduce -46.3% 2,263 $79K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% No change 2,000 $70K
HHM Wealth Advisors, LLC 0.01% No change 1,963 $69K
EverSource Wealth Advisors, LLC 0.00% Reduce -21.8% 1,604 $56K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,561 $55K
Public Employees Retirement System of Ohio 0.00% Add +6.1% 1,551 $54K
Federation des caisses Desjardins du Quebec 0.00% New 1,533 $54K
Amova Asset Management Americas, Inc. 0.00% New 1,256 $44K
Kemnay Advisory Services Inc. 0.00% Add +63.2% 1,097 $38K
Optiver Holding B.V. 0.00% New 1,048 $37K
First Horizon Corp. 0.00% Reduce -0.2% 1,028 $36K
Nomura Asset Management Co. Ltd. 0.00% No change 970 $34K
Harbor Capital Advisors, Inc. 0.00% Reduce -3.8% 904 $32K
Salomon & Ludwin, LLC 0.00% No change 795 $29K
Basecamp Wealth Advisors LLC 0.00% No change 745 $26K
UMB Bank, n.a. 0.00% Add +7.3% 694 $24K
Abound Wealth Management 0.00% No change 535 $19K
Quantbot Technologies LP 0.00% New 514 $18K
Covestor Ltd 0.01% Reduce -23.2% 507 $18K
Grove Bank & Trust 0.00% Reduce -14.6% 510 $18K
Signaturefd, LLC 0.00% No change 509 $18K
Bare Financial Services, Inc 0.00% Add +72.9% 453 $16K
Parkside Financial Bank & Trust 0.00% Add +1.0% 405 $14K
Quarry LP 0.00% Add +21.1% 350 $12K
Assetmark, Inc. 0.00% Add +20.6% 346 $12K
Investors Research Corp 0.00% No change 327 $11K
Danske Bank A/S 0.00% No change 300 $11K
Fortitude Family Office, LLC 0.00% Add +196.0% 299 $10K
Colonial Trust Co / SC 0.00% No change 292 $10K
Rothschild Investment LLC 0.00% Add +2.9% 289 $10K
WPG Advisers, LLC 0.01% No change 282 $10K
Beacon Financial Strategies CORP 0.00% No change 233 $8K
Pinnacle Holdings, LLC 0.00% No change 220 $8K
SJS Investment Consulting Inc. 0.00% Add +830.0% 186 $7K
CVA Family Office, LLC 0.00% Add +11.9% 179 $6K
Synergy Investment Management, LLC 0.00% New 169 $6K
Hilton Head Capital Partners, LLC 0.00% No change 169 $6K
Fulcrum Asset Management LLP 0.00% New 166 $6K
Keating Financial Advisory Services, Inc. 0.00% No change 158 $6K
Picton Mahoney Asset Management 0.00% New 150 $5K
IFP Advisors, Inc 0.00% Add +30.4% 146 $5K
Huntington National Bank 0.00% No change 146 $5K
Essential Partners LLC 0.00% Add +729.4% 141 $5K
Parallel Advisors, LLC 0.00% No change 135 $5K
Brown Brothers Harriman & Co. 0.00% No change 130 $5K
JFS Wealth Advisors, LLC 0.00% Add +30.7% 115 $4K
S&T Bank 0.00% No change 103 $4K
Rossby Financial, LCC 0.00% No change 97 $3K
MPWM Advisory Solutions, LLC 0.00% No change 84 $3K
Clearstead Advisors, LLC 0.00% New 81 $3K
Harbour Investments, Inc. 0.00% No change 79 $3K
Larson Financial Group LLC 0.00% Add +208.0% 77 $3K
TD Capital Management LLC 0.00% Add +1.4% 73 $3K
Farmers & Merchants Investments Inc. 0.00% No change 67 $2K
High Note Wealth, LLC 0.00% No change 65 $2K
Fiduciary Financial Advisors 0.00% New 65 $2K
Manning & Napier Advisors LLC 0.00% New 62 $2K
Ameriflex Group, Inc. 0.00% New 60 $2K
CX Institutional 0.00% No change 64 $2K
Torren Management, LLC 0.00% Add +2.2% 46 $2K
Rialto Wealth Management, LLC 0.00% Add +2.3% 45 $2K
Creative Capital Management Investments LLC 0.00% New 41 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 40 $1K
True Wealth Design, LLC 0.00% No change 39 $1K
Retirement Wealth Solutions LLC 0.00% Add +36.0% 34 $1K
Mather Group, Llc. 0.00% No change 31 $1K
Prestige Wealth Management Group LLC 0.00% Add +150.0% 30 $1K
Signature Equity Partners, LLC 0.00% Add +16.7% 28 $983
Plante Moran Financial Advisors, LLC 0.00% New 28 $983
Owl Creek Wealth Partners LLC 0.00% New 25 $878
JPL Wealth Management, LLC 0.00% No change 25 $878
Hughes Financial Services, LLC 0.00% No change 21 $737
SBI Securities Co., Ltd. 0.00% No change 21 $737
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $702
Gilpin Wealth Management, LLC 0.00% Add +114.3% 15 $527
HFM Investment Advisors, LLC 0.00% Add +66.7% 15 $527
Bell Investment Advisors, Inc 0.00% No change 15 $527
Bay Harbor Wealth Management, LLC 0.00% Add +25.0% 15 $526
Ankerstar Wealth, LLC 0.00% No change 10 $353
Caitong International Asset Management Co., Ltd 0.00% Add +40.0% 7 $246
LRI Investments, LLC 0.00% New 7 $246
Davis Capital Management 0.00% New 6 $211
DecisionPoint Financial, LLC 0.00% New 4 $145
Cordant, Inc. 0.00% New 4 $130
Raffa Wealth Management, LLC 0.00% Reduce -25.0% 3 $105
Dunhill Financial, LLC 0.00% No change 2 $88
Medallion Wealth Advisors, LLC 0.00% New 2 $70
Maryland Capital Advisors Inc. 0.00% — 1 $36
Avion Wealth 0.00% No change 20 $0
Evolution Advisers, Inc. 0.00% New 10 $0
Navigoe, LLC 0.00% New 7 $0

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