Everhart Financial Group, Inc.

Position in UCB — United Community Banks Inc

CIK 1852858 Dublin, OH

Position in UCB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$893,496

+$81,527 QoQ

Shares Held

25,463

-1.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#158

of 364 holders

Holding Since

Sep 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $12,690,179 across 19 Banks - Regional names. UCB ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UVSP	UNIVEST FINANCIAL Corp	47,881	$2,094,793
2	CFG	Citizens Financial Group Inc/Ri	23,279	$1,631,159
3	BUSE	First Busey Corp /Nv/	41,689	$1,229,825
4	HBAN	Huntington Bancshares Inc /Md/	59,514	$1,055,183
5	UCB	United Community Banks Inc This page	25,463	$893,496
6	USB	US Bancorp De	12,785	$772,214
7	HOMB	Home Bancshares Inc	21,967	$627,157
8	GABC	German American Bancorp, Inc.	11,882	$563,919

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,496	25,463	-1.2%	Shares	Sole	2026-07-09
2026-03-31	$811,969	25,785	+36.1%	Shares	Sole	2026-04-09
2025-12-31	$591,431	18,944	+4.9%	Shares	Sole	2026-01-07
2025-09-30	$566,400	18,067	+15.0%	Shares	Sole	2025-11-04
2025-06-30	$468,060	15,712	-5.5%	Shares	Sole	2025-08-07
2025-03-31	$467,689	16,626	+18.7%	Shares	Sole	2025-04-16
2024-12-31	$452,404	14,002	+27.5%	Shares	Sole	2025-01-30
2024-09-30	$319,385	10,983	+28.1%	Shares	Sole	2024-11-04
2024-06-30	$218,243	8,572	+37.9%	Shares	Sole	2024-07-24
2022-12-31	$210,033	6,214	-5.5%	Shares	Sole	2023-02-09
2022-09-30	$217,731	6,578	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.