Smith & Howard Wealth Management, LLC
Position in UCB — United Community Banks Inc
CIK 1543991
ATLANTA, GA
Position in UCB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$255,560
+$26,219 QoQ
Shares Held
7,283
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#246
of 370 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Smith & Howard Wealth Management, LLC holds $503,955 across 2 Banks - Regional names. UCB ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UCB |
United Community Banks Inc
This page
|
7,283 | $255,560 | |
| 2 | RF |
Regions Financial Corp
|
8,225 | $248,395 |
All Filings in UCB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,560 | 7,283 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $229,341 | 7,283 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $227,375 | 7,283 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $228,322 | 7,283 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $202,486 | 6,267 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||