Wagner Wealth Management, LLC
Position in UCB — United Community Banks Inc
CIK 1728657
GREENVILLE, SC
Position in UCB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$373,813
+$40,964 QoQ
Shares Held
10,653
+0.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#30
of 83 holders
Holding Since
Dec 2020
23 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, 2026Wagner Wealth Management, LLC holds $1,052,094 across 3 Banks - Regional names. UCB ranks #2 (35.5% of the industry book) .
All Filings in UCB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,813 | 10,653 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $332,849 | 10,570 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $327,466 | 10,489 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $326,259 | 10,407 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $307,700 | 10,329 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $287,685 | 10,227 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $328,011 | 10,152 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $308,073 | 10,594 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $269,188 | 10,573 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $330,921 | 12,573 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $367,388 | 12,556 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $316,278 | 12,447 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $308,301 | 12,337 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $284,236 | 10,108 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $339,554 | 10,046 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $315,078 | 9,519 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $287,378 | 9,519 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $331,261 | 9,519 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $342,112 | 9,519 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $312,413 | 9,519 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $304,703 | 9,519 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $324,788 | 9,519 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,054,014 | 37,061 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||