CL
UCB

Choreo LLC’s United Community Banks UCB Stock Holding History

Choreo 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 		$401K Buy
11,409
+2,106
+23% +$70.4K ﹤0.01% 1133
2026
Q1 		$291K Buy
+9,303
New +$306K ﹤0.01% 1270
2025
Q1 		– Sell
-6,307
Closed -$205K – 1618
2024
Q4 		$205K Sell
6,307
-2,292
-27% -$71.3K ﹤0.01% 1418
2024
Q3 		$243K Buy
+8,599
New +$247K ﹤0.01% 1346

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

Choreo LLC's UCB Position: Q2 2026 in Review

Choreo LLC increased its United Community Banks (UCB) stake by 23% in Q2 2026, buying an estimated $70.4K and bringing the position to 11,409 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Choreo LLC first reported a position in UCB in Q3 2024 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Choreo LLC held 11,409 shares of United Community Banks worth $401K as of Q2 2026.
  • Choreo LLC bought 2,106 United Community Banks shares in Q2 2026, an estimated $70.4K.
  • United Community Banks made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1133 holding.
  • Choreo LLC first reported a position in United Community Banks in Q3 2024 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.