CWC
UCB

Carolinas Wealth Consulting’s United Community Banks UCB Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-95
Closed -$2.67K – 1003
2025
Q1 		$2.67K Hold
95
– – ﹤0.01% 741
2024
Q4 		$3.09K Sell
95
-223
-70% -$6.94K ﹤0.01% 730
2024
Q3 		$9.31K Hold
318
– – ﹤0.01% 566
2024
Q2 		$8.09K Sell
318
-13
-4% -$332 ﹤0.01% 587
2024
Q1 		$8.78K Buy
331
+3
+0.9% +$81 ﹤0.01% 577
2023
Q4 		$9.68K Buy
328
+10
+3% +$255 ﹤0.01% 547
2023
Q3 		$7.03K Buy
318
+21
+7% +$569 ﹤0.01% 565
2023
Q2 		$7.48K Sell
297
-16
-5% -$397 ﹤0.01% 631
2023
Q1 		$8.87K Buy
313
+10
+3% +$316 ﹤0.01% 624
2022
Q4 		$10.3K Buy
303
+21
+7% +$762 ﹤0.01% 617
2022
Q3 		$9K Buy
282
+85
+43% +$2.83K ﹤0.01% 591
2022
Q2 		$6K Buy
197
+1
+0.5% +$31 ﹤0.01% 643
2022
Q1 		$7K Buy
196
+2
+1% +$74 ﹤0.01% 668
2021
Q4 		$7K Hold
194
– – ﹤0.01% 673
2021
Q3 		$6K Buy
194
+2
+1% +$60 ﹤0.01% 660
2021
Q2 		$6K Buy
192
+1
+0.5% +$34 ﹤0.01% 685
2021
Q1 		$7K Buy
191
+1
+0.5% +$33 ﹤0.01% 669
2020
Q4 		$5K Buy
190
+2
+1% +$47 ﹤0.01% 655
2020
Q3 		$3K Buy
188
+2
+1% +$36 ﹤0.01% 664
2020
Q2 		$4K Buy
+186
New +$3.56K ﹤0.01% 432

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's UCB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 95 shares — an estimated $2.67K sold.

Carolinas Wealth Consulting first reported a position in UCB in Q2 2020 and held it in 20 quarters. The position peaked at $10.3K in Q4 2022. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 95 United Community Banks shares in Q2 2025, an estimated $2.67K.
  • Carolinas Wealth Consulting first reported a position in United Community Banks in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's United Community Banks position peaked at $10.3K in Q4 2022.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.