BIA
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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return