Corient Private Wealth
UCB

Corient Private Wealth’s United Community Banks UCB Stock Holding History

Corient Private Wealth’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
Q2 		$374K Buy
+10,655
New +$356K ﹤0.01% 2412
2024
Q4 		– Sell
-13,884
Closed -$403K – 2567
2024
Q3 		$403K Buy
+13,884
New +$399K ﹤0.01% 1863

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Corient Private Wealth's UCB Position: Q2 2026 in Review

Corient Private Wealth opened a new position in United Community Banks (UCB) in Q2 2026: 10,655 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #2412 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in UCB as recently as Q3 2024.

Corient Private Wealth first reported a position in UCB in Q3 2024 and has held it in 2 quarters since. The position peaked at $403K in Q3 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Corient Private Wealth held 10,655 shares of United Community Banks worth $374K as of Q2 2026.
  • United Community Banks was a new Corient Private Wealth position in Q2 2026.
  • United Community Banks made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2412 holding.
  • Corient Private Wealth first reported a position in United Community Banks in Q3 2024 and has held it in 2 quarters since.
  • Corient Private Wealth's United Community Banks position peaked at $403K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.