Back to UCB
Everhart Financial Group, Inc. → UCB
Everhart Financial Group, Inc. UCB Position History
United Community Banks, Inc. • Financial Services
Quarters held
5
Latest value
$914K
Q3 2026
Peak value
$914K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $566K |
| Q4 2025 | $591K |
| Q1 2026 | $812K |
| Q2 2026 | $893K |
| Q3 2026 | $914K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $914K | 27.4K | — | — |
| Q2 2026 | $893K | 25.5K | — | — |
| Q1 2026 | $812K | 25.8K | — | — |
| Q4 2025 | $591K | 18.9K | — | — |
| Q3 2025 | $566K | 18.1K | — | — |
Other funds holding UCB
$333.8M
$231.1M
$231.1M
$197.8M
$164.8M
$164.8M
$164.8M