AG
UCB

Algert Global’s United Community Banks UCB Stock Holding History

Algert Global’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.13M Hold
89,080
– – 0.04% 714
2026
Q1 		$2.81M Buy
89,080
+37,070
+71% +$1.22M 0.04% 613
2025
Q4 		$1.62M Buy
52,010
+7,300
+16% +$225K 0.03% 760
2025
Q3 		$1.4M Buy
44,710
+32,780
+275% +$1.04M 0.02% 774
2025
Q2 		$355K Buy
+11,930
New +$331K 0.01% 1002
2024
Q3 		– Sell
-11,997
Closed -$305K – 1638
2024
Q2 		$305K Buy
+11,997
New +$306K 0.01% 1109
2022
Q1 		– Sell
-30,438
Closed -$1.09M – 1330
2021
Q4 		$1.09M Sell
30,438
-8,960
-23% -$313K 0.14% 248
2021
Q3 		$1.29M Buy
39,398
+18,438
+88% +$553K 0.17% 146
2021
Q2 		$671K Sell
20,960
-520
-2% -$17.5K 0.23% 146
2021
Q1 		$733K Sell
21,480
-22,320
-51% -$733K 0.23% 151
2020
Q4 		$1.25M Buy
+43,800
New +$1.03M 0.36% 101
2018
Q3 		– Sell
-14,870
Closed -$456K – 392
2018
Q2 		$456K Buy
14,870
+220
+2% +$7.16K 0.09% 252
2018
Q1 		$464K Buy
+14,650
New +$459K 0.09% 259

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Algert Global's UCB Position: Q2 2026 in Review

Algert Global held its United Community Banks (UCB) position steady in Q2 2026 at 89,080 shares worth $3.13M. The position accounts for 0.04% of the portfolio, ranked #714.

Algert Global first reported a position in UCB in Q1 2018 and has held it in 13 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Algert Global held 89,080 shares of United Community Banks worth $3.13M as of Q2 2026.
  • Algert Global left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up 0.04% of Algert Global's portfolio in Q2 2026, its #714 holding.
  • Algert Global first reported a position in United Community Banks in Q1 2018 and has held it in 13 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.