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
Q2 		$1.4K Hold
40
– – ﹤0.01% 835
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Sutter Capital's UCB Position: Q2 2026 in Review

Caldwell Sutter Capital held its United Community Banks (UCB) position steady in Q2 2026 at 40 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Caldwell Sutter Capital first reported a position in UCB in Q3 2023 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Caldwell Sutter Capital held 40 shares of United Community Banks worth $1.4K as of Q2 2026.
  • Caldwell Sutter Capital left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #835 holding.
  • Caldwell Sutter Capital first reported a position in United Community Banks in Q3 2023 and has held it in 12 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.