B
UCB

Bailard’s United Community Banks UCB Stock Holding History

Bailard’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 		– Sell
-11,600
Closed -$365K – 864
2026
Q1 		$365K Sell
11,600
-2,000
-15% -$65.8K 0.01% 546
2025
Q4 		$425K Buy
+13,600
New +$420K 0.01% 505
2025
Q3 		– Sell
-26,800
Closed -$798K – 888
2025
Q2 		$798K Buy
+26,800
New +$744K 0.02% 367
2022
Q1 		– Sell
-7,575
Closed -$272K – 817
2021
Q4 		$272K Buy
+7,575
New +$265K 0.01% 565
2016
Q1 		– Sell
-55,500
Closed -$1.08M – 361
2015
Q4 		$1.08M Buy
+55,500
New +$1.13M 0.48% 80

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

Bailard's UCB Position: Q2 2026 in Review

Bailard sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 11,600 shares — an estimated $365K sold.

Bailard first reported a position in UCB in Q4 2015 and held it in 5 quarters. The position peaked at $1.08M in Q4 2015. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Bailard reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Bailard sold 11,600 United Community Banks shares in Q2 2026, an estimated $365K.
  • Bailard first reported a position in United Community Banks in Q4 2015 and held it in 5 quarters.
  • Bailard's United Community Banks position peaked at $1.08M in Q4 2015.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

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