AssetMark Inc
UCB

AssetMark Inc’s United Community Banks UCB Stock Holding History

AssetMark Inc’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 		$12.1K Buy
346
+59
+21% +$1.97K ﹤0.01% 2379
2026
Q1 		$9.04K Buy
287
+218
+316% +$7.18K ﹤0.01% 2347
2025
Q4 		$2.15K Buy
69
+40
+138% +$1.24K ﹤0.01% 2755
2025
Q3 		$909 Sell
29
-4
-12% -$126 ﹤0.01% 2798
2025
Q2 		$983 Buy
33
+24
+267% +$667 ﹤0.01% 2615
2025
Q1 		$253 Hold
9
– – ﹤0.01% 2508
2024
Q4 		$291 Buy
+9
New +$280 ﹤0.01% 2443
2024
Q3 		– Sell
-100
Closed -$2.55K – 2378
2024
Q2 		$2.55K Sell
100
-73
-42% -$1.86K ﹤0.01% 1705
2024
Q1 		$4.55K Sell
173
-5,992
-97% -$162K ﹤0.01% 1477
2023
Q4 		$180K Buy
6,165
+1,175
+24% +$30K ﹤0.01% 934
2023
Q3 		$127K Buy
4,990
+1
+0% +$27 ﹤0.01% 942
2023
Q2 		$125K Buy
4,989
+484
+11% +$12K ﹤0.01% 911
2023
Q1 		$127K Buy
4,505
+1,323
+42% +$41.8K ﹤0.01% 889
2022
Q4 		$108K Buy
3,182
+337
+12% +$12.2K ﹤0.01% 903
2022
Q3 		$94K Buy
2,845
+476
+20% +$15.8K ﹤0.01% 860
2022
Q2 		$72K Buy
2,369
+1,378
+139% +$42.4K ﹤0.01% 863
2022
Q1 		$34K Buy
+991
New +$36.5K ﹤0.01% 991
2018
Q1 		– Sell
-64
Closed -$2K – 2050
2017
Q4 		$2K Buy
64
+23
+56% +$642 ﹤0.01% 1505
2017
Q3 		$1K Buy
+41
New +$1.11K ﹤0.01% 1420

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

AssetMark Inc's UCB Position: Q2 2026 in Review

AssetMark Inc increased its United Community Banks (UCB) stake by 21% in Q2 2026, buying an estimated $1.97K and bringing the position to 346 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

AssetMark Inc first reported a position in UCB in Q3 2017 and has held it in 19 quarters since. The position peaked at $180K in Q4 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • AssetMark Inc held 346 shares of United Community Banks worth $12.1K as of Q2 2026.
  • AssetMark Inc bought 59 United Community Banks shares in Q2 2026, an estimated $1.97K.
  • United Community Banks made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2379 holding.
  • AssetMark Inc first reported a position in United Community Banks in Q3 2017 and has held it in 19 quarters since.
  • AssetMark Inc's United Community Banks position peaked at $180K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.