AF
UCB

Allworth Financial’s United Community Banks UCB Stock Holding History

Allworth Financial’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
Q1 		$93.1K Buy
2,956
+173
+6% +$5.7K ﹤0.01% 1875
2025
Q4 		$86.9K Buy
2,783
+20
+0.7% +$617 ﹤0.01% 1835
2025
Q3 		$86.6K Buy
2,763
+26
+0.9% +$822 ﹤0.01% 1762
2025
Q2 		$81.5K Buy
2,737
+2,717
+13,585% +$75.5K ﹤0.01% 1655
2025
Q1 		$547 Hold
20
– – ﹤0.01% 3650
2024
Q4 		$659 Hold
20
– – ﹤0.01% 3528
2024
Q3 		$582 Hold
20
– – ﹤0.01% 3381
2024
Q2 		$584 Hold
20
– – ﹤0.01% 3333
2024
Q1 		$527 Hold
20
– – ﹤0.01% 3275
2023
Q4 		$586 Hold
20
– – ﹤0.01% 3098
2023
Q3 		$509 Buy
+20
New +$542 ﹤0.01% 3041

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return