CWM
UCB

CIBC World Markets’s United Community Banks UCB Stock Holding History

CIBC World Markets’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 		$253K Buy
+8,106
New +$250K ﹤0.01% 1022
2025
Q2 		$443K Sell
14,855
-11,687
-44% -$325K ﹤0.01% 930
2025
Q1 		$747K Buy
26,542
+15,348
+137% +$480K 0.01% 802
2024
Q4 		$362K Buy
+11,194
New +$348K ﹤0.01% 855

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 $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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIBC World Markets's UCB Position: Q4 2025 in Review

CIBC World Markets opened a new position in United Community Banks (UCB) in Q4 2025: 8,106 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in UCB as recently as Q2 2025.

CIBC World Markets first reported a position in UCB in Q4 2024 and has held it in 4 quarters since. The position peaked at $747K in Q1 2025. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

  • CIBC World Markets held 8,106 shares of United Community Banks worth $253K as of Q4 2025.
  • United Community Banks was a new CIBC World Markets position in Q4 2025.
  • United Community Banks made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1022 holding.
  • CIBC World Markets first reported a position in United Community Banks in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's United Community Banks position peaked at $747K in Q1 2025.
  • 336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.