UNITED COMMUNITY BANKS INC (UCB) — Institutional Holders, Q2 2026 (page 4)
374 institutional investment managers reported a UCB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 374. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UCB 13F holders ranked 301–374 of 374
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Covestor Ltd#301 · 507 sh | 507 | $18.0K | 0.01% | -23.2% |
| 302 | Grove Bank#302 · 510 sh | 510 | $17.9K | — | -14.6% |
| 303 | SIGNATUREFD#303 · 509 sh | 509 | $17.9K | — | 0.0% |
| 304 | Bare Financial Services#304 · 453 sh | 453 | $15.9K | <0.01% | +72.9% |
| 305 | Quarry#305 · 350 sh | 350 | $12.3K | <0.01% | +21.1% |
| 306 | ASSETMARK#306 · 346 sh | 346 | $12.1K | — | +20.6% |
| 307 | Investors Research#307 · 327 sh | 327 | $11.5K | — | 0.0% |
| 308 | DANSKE BANK A/S#308 · 300 sh | 300 | $10.5K | 0.00% | 0.0% |
| 309 | Fortitude Family Office#309 · 299 sh | 299 | $10.5K | — | +196.0% |
| 310 | Colonial / SC#310 · 292 sh | 292 | $10.2K | <0.01% | 0.0% |
| 311 | ROTHSCHILD INVESTMENT#311 · 289 sh | 289 | $10.1K | <0.01% | +2.8% |
| 312 | WPG Advisers#312 · 282 sh | 282 | $9.9K | <0.01% | 0.0% |
| 313 | Beacon Financial Strategies#313 · 233 sh | 233 | $8.2K | — | 0.0% |
| 314 | Pinnacle#314 · 220 sh | 220 | $7.7K | <0.01% | 0.0% |
| 315 | SJS Investment Consulting#315 · 186 sh | 186 | $6.5K | — | +830.0% |
| 316 | CVA Family Office#316 · 179 sh | 179 | $6.3K | <0.01% | +11.9% |
| 317 | Synergy Investment Management#317 · 169 sh | 169 | $6.0K | <0.01% | New |
| 318 | Hilton Head Capital Partners#318 · 169 sh | 169 | $5.9K | — | 0.0% |
| 319 | Fulcrum Asset Management LLP#319 · 166 sh | 166 | $5.9K | <0.01% | New |
| 320 | Keating Financial Advisory Services#320 · 158 sh | 158 | $5.5K | <0.01% | 0.0% |
| 321 | PICTON MAHONEY ASSET MANAGEMENT#321 · 150 sh | 150 | $5.3K | 0.00% | New |
| 322 | HUNTINGTON NATIONAL BANK#322 · 147 sh | 147 | $5.1K | 0.00% | 0.0% |
| 323 | IFP Advisors#323 · 146 sh | 146 | $5.1K | — | +30.4% |
| 324 | Essential Partners#324 · 141 sh | 141 | $4.9K | — | +729.4% |
| 325 | Parallel Advisors#325 · 135 sh | 135 | $4.7K | <0.01% | 0.0% |
| 326 | BROWN BROTHERS HARRIMAN#326 · 130 sh | 130 | $4.6K | 0.00% | 0.0% |
| 327 | JFS WEALTH ADVISORS#327 · 115 sh | 115 | $4.1K | <0.01% | +30.7% |
| 328 | S&T BANK#328 · 103 sh | 103 | $3.6K | <0.01% | 0.0% |
| 329 | Rossby Financial, LCC#329 · 97 sh | 97 | $3.4K | <0.01% | 0.0% |
| 330 | MPWM ADVISORY SOLUTIONS#330 · 84 sh | 84 | $2.9K | <0.01% | 0.0% |
| 331 | Clearstead Advisors#331 · 81 sh | 81 | $2.8K | 0.00% | New |
| 332 | HARBOUR INVESTMENTS#332 · 79 sh | 79 | $2.8K | 0.00% | 0.0% |
| 333 | Larson Financial Group#333 · 77 sh | 77 | $2.7K | <0.01% | +208.0% |
| 334 | TD Capital Management#334 · 73 sh | 73 | $2.5K | <0.01% | +1.4% |
| 335 | FARMERS & MERCHANTS INVESTMENTS#335 · 67 sh | 67 | $2.4K | — | 0.0% |
| 336 | High Note Wealth#336 · 65 sh | 65 | $2.3K | <0.01% | 0.0% |
| 337 | ACTION POINT FINANCIAL PLANNING#337 · 65 sh | 65 | $2.2K | <0.01% | New |
| 338 | MANNING & NAPIER ADVISORS#338 · 62 sh | 62 | $2.2K | 0.00% | New |
| 339 | AMERIFLEX GROUP#339 · 60 sh | 60 | $2.1K | <0.01% | New |
| 340 | CX Institutional#340 · 64 sh | 64 | $2.0K | — | 0.0% |
| 341 | Torren Management#341 · 46 sh | 46 | $1.6K | <0.01% | +2.2% |
| 342 | Rialto Wealth Management#342 · 45 sh | 45 | $1.6K | <0.01% | +2.3% |
| 343 | Creative Capital Management Investments#343 · 41 sh | 41 | $1.4K | <0.01% | New |
| 344 | CALDWELL SUTTER CAPITAL#344 · 40 sh | 40 | $1.4K | <0.01% | 0.0% |
| 345 | True Wealth Design#345 · 39 sh | 39 | $1.4K | — | 0.0% |
| 346 | Retirement Wealth Solutions#346 · 34 sh | 34 | $1.2K | — | +36.0% |
| 347 | MATHER GROUP#347 · 31 sh | 31 | $1.1K | — | 0.0% |
| 348 | Prestige Wealth Management Group#348 · 30 sh | 30 | $1.1K | <0.01% | +150.0% |
| 349 | Plante Moran Financial Advisors#349 · 28 sh | 28 | $983.00 | 0.00% | New |
| 350 | Signature Equity Partners#350 · 28 sh | 28 | $983.00 | <0.01% | +16.7% |
| 351 | JPL Wealth Management#351 · 25 sh | 25 | $878.00 | <0.01% | 0.0% |
| 352 | Owl Creek Wealth Partners#352 · 25 sh | 25 | $878.00 | — | New |
| 353 | SBI Securities , Ltd.#353 · 21 sh | 21 | $737.00 | — | 0.0% |
| 354 | Hughes Financial Services#354 · 21 sh | 21 | $737.00 | <0.01% | 0.0% |
| 355 | DiNuzzo Private Wealth#355 · 20 sh | 20 | $702.00 | — | 0.0% |
| 356 | Bell Investment Advisors#356 · 15 sh | 15 | $527.00 | <0.01% | 0.0% |
| 357 | GILPIN WEALTH MANAGEMENT#357 · 15 sh | 15 | $527.00 | — | +114.3% |
| 358 | HFM Investment Advisors#358 · 15 sh | 15 | $527.00 | <0.01% | +66.7% |
| 359 | Bay Harbor Wealth Management#359 · 15 sh | 15 | $526.00 | <0.01% | +25.0% |
| 360 | Ankerstar Wealth#360 · 10 sh | 10 | $353.00 | <0.01% | 0.0% |
| 361 | Caitong International Asset Management , Ltd#361 · 7 sh | 7 | $246.00 | 0.00% | +40.0% |
| 362 | LRI Investments#362 · 7 sh | 7 | $246.00 | 0.00% | New |
| 363 | Davis Capital Management#363 · 6 sh | 6 | $211.00 | — | New |
| 364 | DecisionPoint Financial#364 · 4 sh | 4 | $145.00 | 0.00% | New |
| 365 | Cordant#365 · 4 sh | 4 | $130.00 | 0.00% | New |
| 366 | RAFFA WEALTH MANAGEMENT#366 · 3 sh | 3 | $105.00 | 0.00% | -25.0% |
| 367 | Dunhill Financial#367 · 2 sh | 2 | $88.00 | 0.00% | 0.0% |
| 368 | Medallion Wealth Advisors#368 · 2 sh | 2 | $70.00 | 0.00% | New |
| 369 | BOK Financial Private Wealth#369 · 0 sh | 0 | $38.00 | 0.00% | New |
| 370 | MARYLAND CAPITAL ADVISORS#370 · 1 sh | 1 | $36.00 | — | — |
| 371 | Avion Wealth#371 · 20 sh | 20 | $0.00 | 0.00% | 0.0% |
| 372 | Evolution Advisers#372 · 10 sh | 10 | $0.00 | 0.00% | New |
| 373 | Navigoe#373 · 7 sh | 7 | $0.00 | 0.00% | New |
| 374 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#374 · 158,964 sh | 158,964 | — | — | +15.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.