CFGS
UCB

Concourse Financial Group Securities’s United Community Banks UCB Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-29
Closed -$955 – 2203
2024
Q4 		$955 Hold
29
– – ﹤0.01% 2106
2024
Q3 		$850 Sell
29
-82
-74% -$2.35K ﹤0.01% 2088
2024
Q2 		$2.85K Sell
111
-51
-31% -$1.3K ﹤0.01% 1979
2024
Q1 		$4.3K Hold
162
– – ﹤0.01% 1914
2023
Q4 		$4.78K Buy
162
+20
+14% +$511 ﹤0.01% 1857
2023
Q3 		$3.64K Sell
142
-43
-23% -$1.17K ﹤0.01% 1889
2023
Q2 		$4.66K Buy
185
+36
+24% +$893 ﹤0.01% 1852
2023
Q1 		$4.22K Buy
149
+1
+0.7% +$32 ﹤0.01% 1914
2022
Q4 		$5.03K Buy
148
+5
+3% +$181 ﹤0.01% 1849
2022
Q3 		$5K Buy
143
+94
+192% +$3.13K ﹤0.01% 1658
2022
Q2 		$1K Sell
49
-4
-8% -$123 ﹤0.01% 2157
2022
Q1 		$2K Sell
53
-7
-12% -$258 ﹤0.01% 2065
2021
Q4 		$2K Sell
60
-7
-10% -$245 ﹤0.01% 2237
2021
Q3 		$2K Hold
67
– – ﹤0.01% 2258
2021
Q2 		$2K Hold
67
– – ﹤0.01% 2232
2021
Q1 		$2K Buy
67
+15
+29% +$493 ﹤0.01% 2174
2020
Q4 		$1K Buy
+52
New +$1.23K ﹤0.01% 2248
2020
Q2 		– Sell
-92
Closed -$1.76K – 2291
2020
Q1 		$2K Sell
92
-116
-56% -$2.99K ﹤0.01% 1946
2019
Q4 		$6K Buy
208
+116
+126% +$3.5K ﹤0.01% 1593
2019
Q3 		$3K Sell
92
-116
-56% -$3.18K ﹤0.01% 1483
2019
Q2 		$6K Hold
208
– – ﹤0.01% 1698
2019
Q1 		$5K Buy
208
+4
+2% +$104 ﹤0.01% 1765
2018
Q4 		$4K Sell
204
-48
-19% -$1.19K ﹤0.01% 1772
2018
Q3 		$7K Buy
+252
New +$7.64K ﹤0.01% 1301

Other funds holding UCB

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concourse Financial Group Securities's UCB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 29 shares — an estimated $955 sold.

Concourse Financial Group Securities first reported a position in UCB in Q3 2018 and held it in 24 quarters. The position peaked at $7K in Q3 2018. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 29 United Community Banks shares in Q1 2025, an estimated $955.
  • Concourse Financial Group Securities first reported a position in United Community Banks in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's United Community Banks position peaked at $7K in Q3 2018.
  • 300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.