Capstone Investment Advisors
UCB

Capstone Investment Advisors’s United Community Banks UCB Stock Holding History

Capstone Investment Advisors’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 		$283K Sell
8,076
-3,351
-29% -$112K ﹤0.01% 1480
2026
Q1 		$360K Sell
11,427
-1,611
-12% -$53K ﹤0.01% 1297
2025
Q4 		$407K Buy
+13,038
New +$403K ﹤0.01% 1218
2023
Q4 		– Sell
-15,058
Closed -$383K – 2463
2023
Q3 		$383K Buy
+15,058
New +$408K ﹤0.01% 1461
2017
Q2 		– Sell
-20,950
Closed -$580K – 985
2017
Q1 		$580K Buy
+20,950
New +$596K 0.01% 559

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

Capstone Investment Advisors's UCB Position: Q2 2026 in Review

Capstone Investment Advisors reduced its United Community Banks (UCB) stake by 29% in Q2 2026, selling an estimated $112K and leaving 8,076 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Capstone Investment Advisors first reported a position in UCB in Q1 2017 and has held it in 5 quarters since. The position peaked at $580K in Q1 2017. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Capstone Investment Advisors held 8,076 shares of United Community Banks worth $283K as of Q2 2026.
  • Capstone Investment Advisors sold 3,351 United Community Banks shares in Q2 2026, an estimated $112K.
  • United Community Banks made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1480 holding.
  • Capstone Investment Advisors first reported a position in United Community Banks in Q1 2017 and has held it in 5 quarters since.
  • Capstone Investment Advisors's United Community Banks position peaked at $580K in Q1 2017.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.