CPL
UCB

CAP Partners LLC’s United Community Banks UCB Stock Holding History

CAP Partners LLC’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 		$697K Buy
19,851
+153
+0.8% +$5.11K 0.34% 70
2026
Q1 		$620K Buy
19,698
+152
+0.8% +$5K 0.35% 69
2025
Q4 		$610K Buy
19,546
+153
+0.8% +$4.72K 0.35% 70
2025
Q3 		$608K Buy
19,393
+145
+0.8% +$4.58K 0.35% 69
2025
Q2 		$573K Buy
19,248
+190
+1% +$5.28K 0.36% 70
2025
Q1 		$536K Buy
19,058
+141
+0.7% +$4.41K 0.39% 65
2024
Q4 		$611K Buy
18,917
+157
+0.8% +$4.88K 0.43% 58
2024
Q3 		$546K Buy
18,760
+172
+0.9% +$4.94K 0.41% 63
2024
Q2 		$473K Buy
18,588
+167
+0.9% +$4.26K 0.38% 66
2024
Q1 		$485K Buy
18,421
+146
+0.8% +$3.94K 0.43% 60
2023
Q4 		$535K Buy
+18,275
New +$467K 0.53% 52

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

CAP Partners LLC's UCB Position: Q2 2026 in Review

CAP Partners LLC increased its United Community Banks (UCB) stake by 0.78% in Q2 2026, buying an estimated $5.11K and bringing the position to 19,851 shares worth $697K. The position accounts for 0.34% of the portfolio, ranked #70.

CAP Partners LLC first reported a position in UCB in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • CAP Partners LLC held 19,851 shares of United Community Banks worth $697K as of Q2 2026.
  • CAP Partners LLC bought 153 United Community Banks shares in Q2 2026, an estimated $5.11K.
  • United Community Banks made up 0.34% of CAP Partners LLC's portfolio in Q2 2026, its #70 holding.
  • CAP Partners LLC first reported a position in United Community Banks in Q4 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.