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UCB

Bell Investment Advisors’s United Community Banks UCB Stock Holding History

Bell Investment Advisors’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 		$527 Hold
15
– – ﹤0.01% 1711
2026
Q1 		$473 Hold
15
– – ﹤0.01% 1769
2025
Q4 		$469 Hold
15
– – ﹤0.01% 1766
2025
Q3 		$471 Hold
15
– – ﹤0.01% 1789
2025
Q2 		$447 Hold
15
– – ﹤0.01% 1785
2025
Q1 		$422 Sell
15
-17
-53% -$532 ﹤0.01% 1807
2024
Q4 		$1.03K Buy
32
+15
+88% +$467 ﹤0.01% 1572
2024
Q3 		$495 Buy
+17
New +$488 ﹤0.01% 1781
2023
Q4 		– Sell
-45
Closed -$1.14K – 2015
2023
Q3 		$1.14K Buy
45
+23
+105% +$623 ﹤0.01% 1519
2023
Q2 		$550 Hold
22
– – ﹤0.01% 1800
2023
Q1 		$619 Buy
+22
New +$695 ﹤0.01% 1732

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

Bell Investment Advisors's UCB Position: Q2 2026 in Review

Bell Investment Advisors held its United Community Banks (UCB) position steady in Q2 2026 at 15 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Bell Investment Advisors first reported a position in UCB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.14K in Q3 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Bell Investment Advisors held 15 shares of United Community Banks worth $527 as of Q2 2026.
  • Bell Investment Advisors left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1711 holding.
  • Bell Investment Advisors first reported a position in United Community Banks in Q1 2023 and has held it in 11 quarters since.
  • Bell Investment Advisors's United Community Banks position peaked at $1.14K in Q3 2023.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.