CWG
UCB

Cornerstone Wealth Group’s United Community Banks UCB Stock Holding History

Cornerstone Wealth Group’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
-8,523
Closed -$275K – 307
2024
Q4 		$275K Buy
8,523
+118
+1% +$3.67K 0.02% 224
2024
Q3 		$244K Sell
8,405
-2
-0% -$57 0.02% 228
2024
Q2 		$214K Buy
8,407
+2
+0% +$51 0.02% 236
2024
Q1 		$221K Buy
+8,405
New +$227K 0.02% 222

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 $298B AUM 21.96% 1-Year Est. Return

Cornerstone Wealth Group's UCB Position: Q1 2025 in Review

Cornerstone Wealth Group sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 8,523 shares — an estimated $275K sold.

Cornerstone Wealth Group first reported a position in UCB in Q1 2024 and held it in 4 quarters. The position peaked at $275K in Q4 2024. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

  • Cornerstone Wealth Group reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 8,523 United Community Banks shares in Q1 2025, an estimated $275K.
  • Cornerstone Wealth Group first reported a position in United Community Banks in Q1 2024 and held it in 4 quarters.
  • Cornerstone Wealth Group's United Community Banks position peaked at $275K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on Cornerstone Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.