CT
UCB

Clearstead Trust’s United Community Banks UCB Stock Holding History

Clearstead Trust’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
-60
Closed -$1.88K – 1577
2025
Q3 		$1.88K Hold
60
– – ﹤0.01% 1014
2025
Q2 		$1.79K Buy
+60
New +$1.67K ﹤0.01% 985

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

Clearstead Trust's UCB Position: Q4 2025 in Review

Clearstead Trust sold out of United Community Banks (UCB) in Q4 2025, closing a stake of 60 shares — an estimated $1.88K sold.

Clearstead Trust first reported a position in UCB in Q2 2025 and held it in 2 quarters. The position peaked at $1.88K in Q3 2025. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

  • Clearstead Trust reported no remaining United Community Banks position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 60 United Community Banks shares in Q4 2025, an estimated $1.88K.
  • Clearstead Trust first reported a position in United Community Banks in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's United Community Banks position peaked at $1.88K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.