CIBC Private Wealth Group’s United Community Banks UCB Stock Holding History

CIBC Private Wealth Group’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 Q4	$1.03M	Buy	32,847 +29	+0.1%	+$895	﹤0.01%	700
2025 Q3	$1.03M	Hold	32,818	–	–	﹤0.01%	690
2025 Q2	$978K	Hold	32,818	–	–	﹤0.01%	673
2025 Q1	$779K	Hold	32,818	–	–	﹤0.01%	696
2024 Q4	$1.02M	Hold	32,818	–	–	﹤0.01%	692
2024 Q3	$954K	Hold	32,818	–	–	﹤0.01%	693
2024 Q2	$806K	Hold	32,818	–	–	﹤0.01%	705
2024 Q1	$830K	Hold	32,818	–	–	﹤0.01%	710
2023 Q4	$960K	Buy	+32,818	New	+$838K	﹤0.01%	640

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC Private Wealth Group's UCB Position: Q4 2025 in Review

CIBC Private Wealth Group increased its United Community Banks (UCB) stake by 0.09% in Q4 2025, buying an estimated $895 and bringing the position to 32,847 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #700.

CIBC Private Wealth Group first reported a position in UCB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

CIBC Private Wealth Group held 32,847 shares of United Community Banks worth $1.03M as of Q4 2025.
CIBC Private Wealth Group bought 29 United Community Banks shares in Q4 2025, an estimated $895.
United Community Banks made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #700 holding.
CIBC Private Wealth Group first reported a position in United Community Banks in Q4 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's United Community Banks position peaked at $1.03M in Q3 2025.
336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.