Cerity Partners
UCB

Cerity Partners’s United Community Banks UCB Stock Holding History

Cerity Partners’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 		$463K Buy
13,201
+430
+3% +$14.4K ﹤0.01% 2479
2026
Q1 		$402K Buy
12,771
+2,816
+28% +$92.7K ﹤0.01% 2417
2025
Q4 		$311K Buy
9,955
+298
+3% +$9.2K ﹤0.01% 2392
2025
Q3 		$303K Buy
9,657
+155
+2% +$4.9K ﹤0.01% 2276
2025
Q2 		$283K Buy
9,502
+1,674
+21% +$46.5K ﹤0.01% 2180
2025
Q1 		$220K Sell
7,828
-563
-7% -$17.6K ﹤0.01% 2169
2024
Q4 		$246K Sell
8,391
-5,015
-37% -$156K ﹤0.01% 2129
2024
Q3 		$390K Buy
+13,406
New +$385K ﹤0.01% 1911

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

Cerity Partners's UCB Position: Q2 2026 in Review

Cerity Partners increased its United Community Banks (UCB) stake by 3.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 13,201 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Cerity Partners first reported a position in UCB in Q3 2024 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Cerity Partners held 13,201 shares of United Community Banks worth $463K as of Q2 2026.
  • Cerity Partners bought 430 United Community Banks shares in Q2 2026, an estimated $14.4K.
  • United Community Banks made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2479 holding.
  • Cerity Partners first reported a position in United Community Banks in Q3 2024 and has held it in 8 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.