Arlington Trust’s United Community Banks UCB Stock Holding History

Arlington Trust’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
2025 Q3	–	Sell	-18	Closed	-$536	–	718
2025 Q2	$536	Hold	18	–	–	﹤0.01%	641
2025 Q1	$506	Hold	18	–	–	﹤0.01%	607
2024 Q4	$582	Hold	18	–	–	﹤0.01%	544
2024 Q3	$523	Hold	18	–	–	﹤0.01%	545
2024 Q2	$458	Hold	18	–	–	﹤0.01%	527
2024 Q1	$474	Hold	18	–	–	﹤0.01%	486
2023 Q4	$527	Buy	+18	New	+$460	﹤0.01%	881

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Arlington Trust's UCB Position: Q3 2025 in Review

Arlington Trust sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 18 shares — an estimated $536 sold.

Arlington Trust first reported a position in UCB in Q4 2023 and held it in 7 quarters. The position peaked at $582 in Q4 2024. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

Arlington Trust reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
Arlington Trust sold 18 United Community Banks shares in Q3 2025, an estimated $536.
Arlington Trust first reported a position in United Community Banks in Q4 2023 and held it in 7 quarters.
Arlington Trust's United Community Banks position peaked at $582 in Q4 2024.
303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Arlington Trust's 13F filing for Q3 2025, filed 28 Oct 2025.