C
UCB

Covestor’s United Community Banks UCB Stock Holding History

Covestor’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 		$18K Sell
507
-153
-23% -$5.11K 0.01% 1233
2026
Q1 		$20K Sell
660
-332
-33% -$10.9K 0.01% 1120
2025
Q4 		$31K Buy
992
+657
+196% +$20.3K 0.02% 1094
2025
Q3 		$11K Sell
335
-508
-60% -$16.1K 0.01% 1582
2025
Q2 		$25K Buy
843
+506
+150% +$14.1K 0.01% 1176
2025
Q1 		$9K Sell
337
-142
-30% -$4.44K 0.01% 1600
2024
Q4 		$16K Buy
479
+3
+0.6% +$93 0.01% 1306
2024
Q3 		$14K Hold
476
– – 0.01% 1374
2024
Q2 		$12K Buy
476
+143
+43% +$3.65K 0.01% 1441
2024
Q1 		$9K Sell
333
-2
-0.6% -$54 0.01% 1682
2023
Q4 		$10K Sell
335
-498
-60% -$12.7K 0.01% 1615
2023
Q3 		$21K Buy
833
+153
+23% +$4.15K 0.02% 1109
2023
Q2 		$17K Sell
680
-299
-31% -$7.42K 0.01% 1217
2023
Q1 		$28K Buy
979
+756
+339% +$23.9K 0.02% 908
2022
Q4 		$8K Buy
223
+214
+2,378% +$7.76K 0.01% 1446
2022
Q3 		$0 Sell
9
-5
-36% -$166 ﹤0.01% 2706
2022
Q2 		$0 Sell
14
-3
-18% -$92 ﹤0.01% 2431
2022
Q1 		$1K Sell
17
-11
-39% -$405 ﹤0.01% 2001
2021
Q4 		$1K Buy
+28
New +$978 ﹤0.01% 2008

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

Covestor's UCB Position: Q2 2026 in Review

Covestor reduced its United Community Banks (UCB) stake by 23% in Q2 2026, selling an estimated $5.11K and leaving 507 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1233.

Covestor first reported a position in UCB in Q4 2021 and has held it in 19 quarters since. The position peaked at $31K in Q4 2025. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Covestor held 507 shares of United Community Banks worth $18K as of Q2 2026.
  • Covestor sold 153 United Community Banks shares in Q2 2026, an estimated $5.11K.
  • United Community Banks made up 0.01% of Covestor's portfolio in Q2 2026, its #1233 holding.
  • Covestor first reported a position in United Community Banks in Q4 2021 and has held it in 19 quarters since.
  • Covestor's United Community Banks position peaked at $31K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.