CSC
UCB

Caldwell Sutter Capital’s United Community Banks UCB Stock Holding History

Caldwell Sutter Capital’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 		$1.26K Hold
40
– – ﹤0.01% 800
2025
Q4 		$1.25K Hold
40
– – ﹤0.01% 790
2025
Q3 		$1.25K Hold
40
– – ﹤0.01% 784
2025
Q2 		$1.19K Hold
40
– – ﹤0.01% 769
2025
Q1 		$1.13K Hold
40
– – ﹤0.01% 786
2024
Q4 		$1.29K Hold
40
– – ﹤0.01% 799
2024
Q3 		$1.16K Hold
40
– – ﹤0.01% 805
2024
Q2 		$1.02K Hold
40
– – ﹤0.01% 826
2024
Q1 		$1.05K Hold
40
– – ﹤0.01% 819
2023
Q4 		$1.17K Hold
40
– – ﹤0.01% 816
2023
Q3 		$1.02K Buy
+40
New +$1.08K ﹤0.01% 796

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