BGIM
UCB

Brandywine Global Investment Management’s United Community Banks UCB Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$3.23M Sell
103,370
-3,734
-3% -$115K 0.02% 428
2025
Q3 		$3.36M Sell
107,104
-3,875
-3% -$123K 0.02% 429
2025
Q2 		$3.31M Sell
110,979
-4,294
-4% -$119K 0.02% 428
2025
Q1 		$3.24M Sell
115,273
-4,410
-4% -$138K 0.02% 421
2024
Q4 		$3.87M Sell
119,683
-5,504
-4% -$171K 0.03% 398
2024
Q3 		$3.63M Buy
125,187
+77,014
+160% +$2.21M 0.02% 457
2024
Q2 		$1.23M Sell
48,173
-2,477
-5% -$63.2K 0.01% 614
2024
Q1 		$1.33M Buy
+50,650
New +$1.37M 0.01% 606
2023
Q3 		– Sell
-147,838
Closed -$3.69M – 750
2023
Q2 		$3.69M Buy
147,838
+104
+0.1% +$2.58K 0.03% 438
2023
Q1 		$4.15M Buy
147,734
+45,076
+44% +$1.42M 0.03% 423
2022
Q4 		$3.47M Sell
102,658
-3,385
-3% -$123K 0.03% 464
2022
Q3 		$3.51M Sell
106,043
-5,004
-5% -$166K 0.03% 426
2022
Q2 		$3.35M Sell
111,047
-6,333
-5% -$195K 0.03% 442
2022
Q1 		$4.08M Buy
117,380
+6,386
+6% +$235K 0.03% 427
2021
Q4 		$3.99M Hold
110,994
– – 0.03% 445
2021
Q3 		$3.64M Sell
110,994
-1,825
-2% -$54.7K 0.03% 449
2021
Q2 		$3.61M Buy
+112,819
New +$3.8M 0.03% 461
2020
Q3 		– Sell
-23,070
Closed -$465K – 765
2020
Q2 		$465K Sell
23,070
-937
-4% -$17.9K ﹤0.01% 541
2020
Q1 		$440K Buy
+24,007
New +$620K 0.01% 560
2016
Q4 		– Sell
-112,940
Closed -$2.37M – 1019
2016
Q3 		$2.37M Sell
112,940
-1,800
-2% -$35.7K 0.02% 539
2016
Q2 		$2.1M Sell
114,740
-2,060
-2% -$39.8K 0.01% 549
2016
Q1 		$2.16M Sell
116,800
-1,300
-1% -$23K 0.01% 530
2015
Q4 		$2.3M Sell
118,100
-4,349
-4% -$88.3K 0.01% 542
2015
Q3 		$2.5M Hold
122,449
– – 0.02% 530
2015
Q2 		$2.56M Hold
122,449
– – 0.02% 550
2015
Q1 		$2.31M Hold
122,449
– – 0.01% 562
2014
Q4 		$2.32M Hold
122,449
– – 0.02% 558
2014
Q3 		$2.02M Buy
122,449
+22,635
+23% +$377K 0.01% 553
2014
Q2 		$1.63M Buy
+99,814
New +$1.67M 0.01% 565

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brandywine Global Investment Management's UCB Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its United Community Banks (UCB) stake by 3.5% in Q4 2025, selling an estimated $115K and leaving 103,370 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #428.

Brandywine Global Investment Management first reported a position in UCB in Q2 2014 and has held it in 29 quarters since. The position peaked at $4.15M in Q1 2023. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

  • Brandywine Global Investment Management held 103,370 shares of United Community Banks worth $3.23M as of Q4 2025.
  • Brandywine Global Investment Management sold 3,734 United Community Banks shares in Q4 2025, an estimated $115K.
  • United Community Banks made up 0.02% of Brandywine Global Investment Management's portfolio in Q4 2025, its #428 holding.
  • Brandywine Global Investment Management first reported a position in United Community Banks in Q2 2014 and has held it in 29 quarters since.
  • Brandywine Global Investment Management's United Community Banks position peaked at $4.15M in Q1 2023.
  • 336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.