Cetera Investment Advisers
UCB

Cetera Investment Advisers’s United Community Banks UCB Stock Holding History

Cetera Investment Advisers’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
Q1 		$495K Buy
15,714
+2,967
+23% +$97.7K ﹤0.01% 3524
2025
Q4 		$398K Sell
12,747
-948
-7% -$29.3K ﹤0.01% 3644
2025
Q3 		$429K Buy
13,695
+2,883
+27% +$91.2K ﹤0.01% 3500
2025
Q2 		$322K Buy
10,812
+1,317
+14% +$36.6K ﹤0.01% 3335
2025
Q1 		$267K Sell
9,495
-696
-7% -$21.8K ﹤0.01% 3367
2024
Q4 		$329K Sell
10,191
-4,469
-30% -$139K ﹤0.01% 3035
2024
Q3 		$426K Buy
14,660
+603
+4% +$17.3K ﹤0.01% 2781
2024
Q2 		$358K Sell
14,057
-443
-3% -$11.3K ﹤0.01% 2875
2024
Q1 		$382K Buy
+14,500
New +$391K ﹤0.01% 2823

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return