BCI
UCB

Brinker Capital Investments’s United Community Banks UCB Stock Holding History

Brinker Capital Investments’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
Q3 		– Sell
-6,929
Closed -$206K – 2137
2025
Q2 		$206K Buy
+6,929
New +$192K ﹤0.01% 1883
2025
Q1 		– Sell
-7,183
Closed -$232K – 1996
2024
Q4 		$232K Sell
7,183
-22
-0.3% -$684 ﹤0.01% 1680
2024
Q3 		$210K Buy
+7,205
New +$207K ﹤0.01% 1693
2024
Q2 		– Sell
-8,987
Closed -$237K – 1822
2024
Q1 		$237K Buy
8,987
+193
+2% +$5.21K ﹤0.01% 1555
2023
Q4 		$259K Buy
8,794
+204
+2% +$5.21K ﹤0.01% 1470
2023
Q3 		$218K Sell
8,590
-111
-1% -$3.01K ﹤0.01% 1517
2023
Q2 		$217K Buy
8,701
+157
+2% +$3.9K ﹤0.01% 1527
2023
Q1 		$240K Sell
8,544
-141
-2% -$4.46K ﹤0.01% 1431
2022
Q4 		$294K Sell
8,685
-132
-1% -$4.79K 0.01% 1158
2022
Q3 		$292K Sell
8,817
-8
-0.1% -$266 0.01% 1129
2022
Q2 		$266K Sell
8,825
-419
-5% -$12.9K 0.01% 1207
2022
Q1 		$322K Sell
9,244
-41
-0.4% -$1.51K 0.01% 1198
2021
Q4 		$334K Buy
9,285
+119
+1% +$4.16K ﹤0.01% 1203
2021
Q3 		$294K Hold
9,166
– – ﹤0.01% 1148
2021
Q2 		$294K Buy
9,166
+105
+1% +$3.54K ﹤0.01% 1200
2021
Q1 		$310K Buy
+9,061
New +$298K ﹤0.01% 1042
2020
Q1 		– Sell
-185
Closed -$6K – 786
2019
Q4 		$6K Buy
+185
New +$5.59K ﹤0.01% 629

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Brinker Capital Investments's UCB Position: Q3 2025 in Review

Brinker Capital Investments sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 6,929 shares — an estimated $206K sold.

Brinker Capital Investments first reported a position in UCB in Q4 2019 and held it in 17 quarters. The position peaked at $334K in Q4 2021. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • Brinker Capital Investments reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 6,929 United Community Banks shares in Q3 2025, an estimated $206K.
  • Brinker Capital Investments first reported a position in United Community Banks in Q4 2019 and held it in 17 quarters.
  • Brinker Capital Investments's United Community Banks position peaked at $334K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.