Blue Trust Inc’s United Community Banks UCB Stock Holding History

Blue Trust 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	$169K	Hold	4,805	–	–	﹤0.01%	841
2026 Q1	$151K	Hold	4,805	–	–	﹤0.01%	856
2025 Q4	$150K	Hold	4,805	–	–	﹤0.01%	883
2025 Q3	$151K	Hold	4,805	–	–	﹤0.01%	909
2025 Q2	$143K	Hold	4,805	–	–	﹤0.01%	890
2025 Q1	$135K	Hold	4,805	–	–	﹤0.01%	862
2024 Q4	$155K	Sell	4,805 -575	-11%	-$17.9K	﹤0.01%	743
2024 Q3	$137K	Buy	5,380 +364	+7%	+$10.4K	﹤0.01%	1053
2024 Q2	$132K	Buy	5,016 +170	+4%	+$4.34K	﹤0.01%	857
2024 Q1	$128K	Sell	4,846 -2,220	-31%	-$59.9K	﹤0.01%	645
2023 Q4	$180K	Buy	7,066 +169	+2%	+$4.31K	﹤0.01%	478
2023 Q3	$172K	Sell	6,897 -31	-0.4%	-$840	﹤0.01%	473
2023 Q2	$195K	Buy	6,928 +149	+2%	+$3.7K	﹤0.01%	370
2023 Q1	$229K	Sell	6,779 -2,734	-29%	-$86.4K	﹤0.01%	498
2022 Q4	$315K	Hold	9,513	–	–	0.01%	342
2022 Q3	$288K	Buy	9,513 +41	+0.4%	+$1.36K	0.01%	283
2022 Q2	$330K	Buy	+9,472	New	+$291K	0.01%	247

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Trust Inc's UCB Position: Q2 2026 in Review

Blue Trust Inc held its United Community Banks (UCB) position steady in Q2 2026 at 4,805 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Blue Trust Inc first reported a position in UCB in Q2 2022 and has held it in 17 quarters since. The position peaked at $330K in Q2 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Blue Trust Inc held 4,805 shares of United Community Banks worth $169K as of Q2 2026.
Blue Trust Inc left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #841 holding.
Blue Trust Inc first reported a position in United Community Banks in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's United Community Banks position peaked at $330K in Q2 2022.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.