Wealthcare Advisory Partners LLC
Position in UCB — United Community Banks Inc
CIK 1683059
WEST CHESTER, PA
Position in UCB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$260,087
-$28,235 QoQ
Shares Held
7,412
-19.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 370 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $23,618,065 across 10 Banks - Regional names. UCB ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
185,123 | $9,222,827 | |
| 2 | KEY |
Keycorp /New/
|
187,745 | $4,327,522 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
57,348 | $2,628,258 | |
| 4 | RF |
Regions Financial Corp
|
74,195 | $2,240,689 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
105,675 | $1,873,617 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,372 | $1,815,133 | |
| 7 | USB |
US Bancorp \De\
|
10,222 | $617,408 | |
| 8 | FXNC |
First National Corp /Va/
|
13,658 | $410,013 |
All Filings in UCB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,087 | 7,412 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $288,322 | 9,156 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $283,821 | 9,091 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $282,965 | 9,026 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $267,067 | 8,965 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $249,963 | 8,886 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $275,895 | 8,539 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $246,423 | 8,474 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $213,940 | 8,403 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $220,008 | 8,359 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $223,985 | 7,655 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||