CT
UCB

Colonial Trust’s United Community Banks UCB Stock Holding History

Colonial 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
2026
Q1 		$9.2K Hold
292
– – ﹤0.01% 776
2025
Q4 		$9.12K Hold
292
– – ﹤0.01% 771
2025
Q3 		$9.15K Sell
292
-308
-51% -$9.74K ﹤0.01% 759
2025
Q2 		$17.9K Hold
600
– – ﹤0.01% 694
2025
Q1 		$16.9K Hold
600
– – ﹤0.01% 707
2024
Q4 		$19.4K Hold
600
– – ﹤0.01% 811
2024
Q3 		$17.4K Hold
600
– – ﹤0.01% 743
2024
Q2 		$15.3K Hold
600
– – ﹤0.01% 716
2024
Q1 		$15.8K Hold
600
– – ﹤0.01% 692
2023
Q4 		$17.6K Hold
600
– – ﹤0.01% 650
2023
Q3 		$15.2K Hold
600
– – ﹤0.01% 643
2023
Q2 		$15K Sell
600
-253
-30% -$6.28K ﹤0.01% 637
2023
Q1 		$24K Hold
853
– – 0.01% 556
2022
Q4 		$28.8K Buy
+853
New +$31K 0.01% 521

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return