BFS
UCB

Bare Financial Services’s United Community Banks UCB Stock Holding History

Bare Financial Services’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 		$15.9K Buy
453
+191
+73% +$6.38K ﹤0.01% 378
2026
Q1 		$8.25K Buy
262
+67
+34% +$2.21K ﹤0.01% 442
2025
Q4 		$6.09K Hold
195
– – ﹤0.01% 462
2025
Q3 		$6.11K Hold
195
– – ﹤0.01% 446
2025
Q2 		$5.81K Buy
195
+134
+220% +$3.72K ﹤0.01% 399
2025
Q1 		$1.72K Buy
+61
New +$1.91K ﹤0.01% 327

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

Bare Financial Services's UCB Position: Q2 2026 in Review

Bare Financial Services increased its United Community Banks (UCB) stake by 73% in Q2 2026, buying an estimated $6.38K and bringing the position to 453 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Bare Financial Services first reported a position in UCB in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Bare Financial Services held 453 shares of United Community Banks worth $15.9K as of Q2 2026.
  • Bare Financial Services bought 191 United Community Banks shares in Q2 2026, an estimated $6.38K.
  • United Community Banks made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #378 holding.
  • Bare Financial Services first reported a position in United Community Banks in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.