Commonwealth Equity Services
UCB

Commonwealth Equity Services’s United Community Banks UCB Stock Holding History

Commonwealth Equity Services’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 		$262K Buy
8,305
+107
+1% +$3.52K ﹤0.01% 3751
2025
Q4 		$256K Sell
8,198
-1,567
-16% -$48.4K ﹤0.01% 3784
2025
Q3 		$306K Buy
9,765
+27
+0.3% +$854 ﹤0.01% 3623
2025
Q2 		$290K Buy
9,738
+109
+1% +$3.03K ﹤0.01% 3615
2025
Q1 		$271K Buy
9,629
+1,165
+14% +$36.4K ﹤0.01% 3590
2024
Q4 		$273K Buy
8,464
+46
+0.5% +$1.43K ﹤0.01% 3504
2024
Q3 		$245K Buy
+8,418
New +$242K ﹤0.01% 3525
2024
Q1 		– Sell
-7,273
Closed -$213K – 4113
2023
Q4 		$213K Buy
+7,273
New +$186K ﹤0.01% 3459

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