Filing Research | UCB - UNITED COMMUNITY BANKS/GA Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.4MSH	$50.3M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	154.5KSH	$5.4M
3	Diversified Trust Co	Shares	66.9KSH	$2.3M
4	Louisiana State Employees Retirement System	Shares	52.5KSH	$1.8M
5	Eastover Investment Advisors LLC	Shares	42.7KSH	$1.5M
6	Police & Firemen's Retirement System of New Jersey	Shares	36.1KSH	$1.3M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	32.3KSH	$1.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.9KSH	$1.1M
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	28.4KSH	$995.9K
10	MOODY NATIONAL BANK TRUST DIVISION	Shares	26.6KSH	$932.3K
11	FIRST CITIZENS BANK & TRUST CO	Shares	26.1KSH	$914.9K
12	Welch Group, LLC	Shares	26.0KSH	$914.0K
13	Everhart Financial Group, Inc.	Shares	25.5KSH	$893.5K
14	Keystone Financial Group, Inc.	Shares	18.2KSH	$644.8K
15	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	17.9KSH	$626.6K
16	SALZHAUER MICHAEL	Shares	17.0KSH	$597.7K
17	Smith Thornton Advisors LLC	Shares	13.7KSH	$485.2K
18	Wagner Wealth Management, LLC	Shares	10.7KSH	$373.8K
19	QRG CAPITAL MANAGEMENT, INC.	Shares	8.4KSH	$296.5K
20	Crossmark Global Holdings, Inc.	Shares	7.8KSH	$274.5K
21	Merit Financial Group, LLC	Shares	7.7KSH	$271.0K
22	GAMMA Investing LLC	Shares	7.5KSH	$263.0K
23	Wealthcare Advisory Partners LLC	Shares	7.4KSH	$260.1K
24	EQUITABLE TRUST CO	Shares	7.3KSH	$254.6K
25	RFG Advisory, LLC	Shares	7.2KSH	$251.0K
26	J.W. COLE ADVISORS, INC.	Shares	6.6KSH	$230.2K
27	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	6.0KSH	$210.5K
28	BARLOW WEALTH PARTNERS, LLC	Shares	6.0KSH	$208.2K
29	Blue Trust, Inc.	Shares	4.8KSH	$168.6K
30	Moisand Fitzgerald Tamayo, LLC	Shares	4.1KSH	$142.6K
31	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	3.3KSH	$117.0K
32	Farther Finance Advisors, LLC	Shares	3.0KSH	$104.2K
33	Versant Capital Management, Inc	Shares	2.9KSH	$101.5K
34	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	2.0KSH	$70.2K
35	HHM Wealth Advisors, LLC	Shares	2.0KSH	$68.9K
36	EverSource Wealth Advisors, LLC	Shares	1.6KSH	$56.3K
37	MassMutual Private Wealth & Trust, FSB	Shares	1.6KSH	$54.8K
38	FIRST HORIZON CORP	Shares	1.0KSH	$36.1K
39	Abound Wealth Management	Shares	535SH	$18.8K
40	Grove Bank & Trust	Shares	510SH	$17.9K
41	SIGNATUREFD, LLC	Shares	509SH	$17.9K
42	Investors Research Corp	Shares	327SH	$11.5K
43	Fortitude Family Office, LLC	Shares	299SH	$10.5K
44	Beacon Financial Strategies CORP	Shares	233SH	$8.2K
45	SJS Investment Consulting Inc.	Shares	186SH	$6.5K
46	IFP Advisors, Inc	Shares	146SH	$5.1K
47	JFS WEALTH ADVISORS, LLC	Shares	115SH	$4.1K
48	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	104.8KSH	$3.7K
49	FARMERS & MERCHANTS INVESTMENTS INC	Shares	67SH	$2.4K
50	High Note Wealth, LLC	Shares	65SH	$2.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 71 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+349.3K	+$16.2M	$50.3M
2	Diversified Trust Co added	Shares	+38.3K	+$1.4M	$2.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.5K	+$314.8K	$1.1M
4	Merit Financial Group, LLC new	Shares	+7.7K	+$271.0K	$271.0K
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ new	Shares	+6.0K	+$210.5K	$210.5K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	+$206.9K	$1.3M
7	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+3.3K	+$200.0K	$932.3K
8	Louisiana State Employees Retirement System trimmed	Shares	-1.0K	+$157.5K	$1.8M
9	Eastover Investment Advisors LLC trimmed	Shares	-30	+$152.7K	$1.5M
10	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-13.5K	+$130.0K	$5.4M
11	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-23	+$115.4K	$1.1M
12	FIRST CITIZENS BANK & TRUST CO unchanged	Shares	0	+$93.9K	$914.9K
13	Welch Group, LLC unchanged	Shares	0	+$93.8K	$914.0K
14	Everhart Financial Group, Inc. trimmed	Shares	-322	+$81.5K	$893.5K
15	Keystone Financial Group, Inc. added	Shares	+144	+$70.2K	$644.8K
16	GAMMA Investing LLC added	Shares	+1.2K	+$64.3K	$263.0K
17	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. unchanged	Shares	0	+$64.3K	$626.6K
18	SALZHAUER MICHAEL unchanged	Shares	0	+$61.3K	$597.7K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.4K	+$56.8K	$995.9K
20	Smith Thornton Advisors LLC unchanged	Shares	0	+$55.3K	$485.2K
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+596	+$49.2K	$296.5K
22	Wagner Wealth Management, LLC added	Shares	+83	+$40.9K	$373.8K
23	RFG Advisory, LLC added	Shares	+151	+$30.5K	$251.0K
24	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$28.2K	$274.5K
25	EQUITABLE TRUST CO unchanged	Shares	0	+$26.1K	$254.6K
26	J.W. COLE ADVISORS, INC. unchanged	Shares	0	+$23.6K	$230.2K
27	Versant Capital Management, Inc added	Shares	+338	+$21.1K	$101.5K
28	Farther Finance Advisors, LLC added	Shares	+360	+$20.8K	$104.2K
29	Blue Trust, Inc. unchanged	Shares	0	+$17.3K	$168.6K
30	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$14.6K	$142.6K
31	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$12.0K	$117.0K
32	Fortitude Family Office, LLC added	Shares	+198	+$7.3K	$10.5K
33	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. unchanged	Shares	0	+$7.2K	$70.2K
34	HHM Wealth Advisors, LLC unchanged	Shares	0	+$7.1K	$68.9K
35	SJS Investment Consulting Inc. added	Shares	+166	+$5.9K	$6.5K
36	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$5.6K	$54.8K
37	FIRST HORIZON CORP trimmed	Shares	-2	+$3.6K	$36.1K
38	BARLOW WEALTH PARTNERS, LLC unchanged	Shares	0	+$2.6K	$208.2K
39	Abound Wealth Management unchanged	Shares	0	+$1.9K	$18.8K
40	SIGNATUREFD, LLC unchanged	Shares	0	+$1.8K	$17.9K
41	IFP Advisors, Inc added	Shares	+34	+$1.6K	$5.1K
42	Creative Capital Management Investments LLC new	Shares	+41	+$1.4K	$1.4K
43	JFS WEALTH ADVISORS, LLC added	Shares	+27	+$1.3K	$4.1K
44	Investors Research Corp unchanged	Shares	0	+$1.2K	$11.5K
45	Owl Creek Wealth Partners LLC new	Shares	+25	+$878	$878
46	Beacon Financial Strategies CORP unchanged	Shares	0	+$838	$8.2K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.5K	+$486	$3.7K
48	Retirement Wealth Solutions LLC added	Shares	+9	+$406	$1.2K
49	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+8	+$306	$527
50	LRI Investments, LLC new	Shares	+7	+$246	$246

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