AB
UCB

Amalgamated Bank’s United Community Banks UCB Stock Holding History

Amalgamated Bank’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 		$1.13M Sell
32,224
-2,556
-7% -$85.4K 0.01% 1054
2026
Q1 		$1.09M Sell
34,780
-546
-2% -$18K 0.01% 1027
2025
Q4 		$1.1M Buy
35,326
+550
+2% +$17K 0.01% 1027
2025
Q3 		$1.09M Buy
34,776
+226
+0.7% +$7.15K 0.01% 1039
2025
Q2 		$1.03M Buy
34,550
+534
+2% +$14.8K 0.01% 1034
2025
Q1 		$957K Sell
34,016
-903
-3% -$28.2K 0.01% 1040
2024
Q4 		$1.13M Sell
34,919
-56
-0.2% -$1.74K 0.01% 1012
2024
Q3 		$1.02M Sell
34,975
-1,305
-4% -$37.5K 0.01% 1038
2024
Q2 		$924K Sell
36,280
-579
-2% -$14.8K 0.01% 1064
2024
Q1 		$970K Sell
36,859
-7,612
-17% -$206K 0.01% 1058
2023
Q4 		$1.3M Sell
44,471
-1,421
-3% -$36.3K 0.01% 1062
2023
Q3 		$1.17M Sell
45,892
-26
-0.1% -$704 0.01% 1059
2023
Q2 		$1.15M Sell
45,918
-1,901
-4% -$47.2K 0.01% 1077
2023
Q1 		$1.34M Sell
47,819
-620
-1% -$19.6K 0.01% 1001
2022
Q4 		$1.64M Sell
48,439
-146
-0.3% -$5.3K 0.01% 971
2022
Q3 		$1.61M Buy
48,585
+1,187
+3% +$39.5K 0.02% 932
2022
Q2 		$1.43M Buy
47,398
+370
+0.8% +$11.4K 0.01% 995
2022
Q1 		$1.64M Sell
47,028
-1,405
-3% -$51.7K 0.01% 1006
2021
Q4 		$1.74M Buy
48,433
+6,822
+16% +$238K 0.01% 1002
2021
Q3 		$1.37M Sell
41,611
-842
-2% -$25.2K 0.01% 1095
2021
Q2 		$1.36M Buy
42,453
+35,401
+502% +$1.19M 0.01% 1134
2021
Q1 		$241K Sell
7,052
-464
-6% -$15.2K 0.01% 1382
2020
Q4 		$214K Buy
+7,516
New +$177K 0.01% 1415
2020
Q2 		– Sell
-13,067
Closed -$239K – 1668
2020
Q1 		$239K Sell
13,067
-358
-3% -$9.24K 0.01% 1269
2019
Q4 		$415K Buy
13,425
+1,023
+8% +$30.9K 0.01% 1220
2019
Q3 		$352K Sell
12,402
-267
-2% -$7.32K 0.01% 1218
2019
Q2 		$362K Buy
12,669
+1,016
+9% +$27.7K 0.01% 1242
2019
Q1 		$291K Buy
11,653
+391
+3% +$10.2K 0.01% 1284
2018
Q4 		$242K Buy
11,262
+517
+5% +$12.8K 0.01% 1302
2018
Q3 		$300K Sell
10,745
-836
-7% -$25.3K 0.01% 1121
2018
Q2 		$355K Buy
11,581
+1,165
+11% +$37.9K 0.01% 1213
2018
Q1 		$330K Sell
10,416
-136
-1% -$4.26K 0.01% 1161
2017
Q4 		$297K Buy
10,552
+988
+10% +$27.6K 0.01% 1271
2017
Q3 		$273K Sell
9,564
-81
-0.8% -$2.19K 0.01% 1271
2017
Q2 		$268K Buy
9,645
+140
+1% +$3.79K 0.01% 1257
2017
Q1 		$263K Buy
9,505
+9
+0.1% +$256 0.01% 1220
2016
Q4 		$281K Buy
+9,496
New +$238K 0.01% 1177

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Amalgamated Bank's UCB Position: Q2 2026 in Review

Amalgamated Bank reduced its United Community Banks (UCB) stake by 7.3% in Q2 2026, selling an estimated $85.4K and leaving 32,224 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1054.

Amalgamated Bank first reported a position in UCB in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.74M in Q4 2021. 163 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Amalgamated Bank held 32,224 shares of United Community Banks worth $1.13M as of Q2 2026.
  • Amalgamated Bank sold 2,556 United Community Banks shares in Q2 2026, an estimated $85.4K.
  • United Community Banks made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1054 holding.
  • Amalgamated Bank first reported a position in United Community Banks in Q4 2016 and has held it in 37 quarters since.
  • Amalgamated Bank's United Community Banks position peaked at $1.74M in Q4 2021.
  • 163 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.