CA
UCB

Clearstead Advisors’s United Community Banks UCB Stock Holding History

Clearstead Advisors’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 		– Sell
-5
Closed -$157 – 3318
2025
Q3 		$157 Sell
5
-7,665
-100% -$242K ﹤0.01% 2887
2025
Q2 		$228K Hold
7,670
– – ﹤0.01% 858
2025
Q1 		$216K Hold
7,670
– – ﹤0.01% 810
2024
Q4 		$248K Hold
7,670
– – ﹤0.01% 790
2024
Q3 		$223K Hold
7,670
– – ﹤0.01% 824
2024
Q2 		$195K Buy
+7,670
New +$196K ﹤0.01% 827

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return