ACB
UCB

Aristotle Capital Boston’s United Community Banks UCB Stock Holding History

Aristotle Capital Boston’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 		$12M Sell
340,716
-67,206
-16% -$2.25M 0.8% 61
2026
Q1 		$12.8M Sell
407,922
-64,374
-14% -$2.12M 0.8% 59
2025
Q4 		$14.7M Sell
472,296
-49,358
-9% -$1.52M 0.81% 55
2025
Q3 		$16.4M Sell
521,654
-8,736
-2% -$276K 0.84% 52
2025
Q2 		$15.8M Sell
530,390
-40,423
-7% -$1.12M 0.8% 47
2025
Q1 		$16.1M Sell
570,813
-129,322
-18% -$4.04M 0.8% 49
2024
Q4 		$22.6M Sell
700,135
-74,038
-10% -$2.3M 0.84% 49
2024
Q3 		$22.5M Buy
774,173
+866
+0.1% +$24.9K 0.75% 52
2024
Q2 		$19.7M Sell
773,307
-59,129
-7% -$1.51M 0.66% 62
2024
Q1 		$21.9M Sell
832,436
-20,667
-2% -$558K 0.67% 63
2023
Q4 		$25M Sell
853,103
-37,981
-4% -$970K 0.76% 58
2023
Q3 		$22.6M Sell
891,084
-8,714
-1% -$236K 0.73% 56
2023
Q2 		$22.5M Buy
899,798
+19,753
+2% +$490K 0.67% 61
2023
Q1 		$24.7M Buy
880,045
+6,529
+0.7% +$206K 0.77% 55
2022
Q4 		$29.5M Sell
873,516
-23,013
-3% -$835K 0.93% 44
2022
Q3 		$29.7M Sell
896,529
-78,181
-8% -$2.6M 1% 35
2022
Q2 		$29.4M Buy
974,710
+333,010
+52% +$10.2M 0.88% 43
2022
Q1 		$22.3M Sell
641,700
-14,113
-2% -$520K 0.56% 79
2021
Q4 		$23.6M Buy
+655,813
New +$22.9M 0.55% 78

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

Aristotle Capital Boston's UCB Position: Q2 2026 in Review

Aristotle Capital Boston reduced its United Community Banks (UCB) stake by 16% in Q2 2026, selling an estimated $2.25M and leaving 340,716 shares worth $12M. The position accounts for 0.8% of the portfolio, ranked #61.

Aristotle Capital Boston first reported a position in UCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.7M in Q3 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Aristotle Capital Boston held 340,716 shares of United Community Banks worth $12M as of Q2 2026.
  • Aristotle Capital Boston sold 67,206 United Community Banks shares in Q2 2026, an estimated $2.25M.
  • United Community Banks made up 0.8% of Aristotle Capital Boston's portfolio in Q2 2026, its #61 holding.
  • Aristotle Capital Boston first reported a position in United Community Banks in Q4 2021 and has held it in 19 quarters since.
  • Aristotle Capital Boston's United Community Banks position peaked at $29.7M in Q3 2022.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.