Cresset Asset Management’s United Community Banks UCB Stock Holding History

Cresset Asset Management’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	$8.54M	Hold	241,611	–	–	0.03%	318
2026 Q1	$7.67M	Sell	241,611 -45,221	-16%	-$1.49M	0.03%	308
2025 Q4	$9.03M	Buy	+286,832	New	+$8.86M	0.04%	273
2025 Q2	–	Sell	-45,221	Closed	-$1.28M	–	1827
2025 Q1	$1.28M	Sell	45,221 -116	-0.3%	-$3.63K	0.01%	686
2024 Q4	$1.48M	Buy	+45,337	New	+$1.41M	0.01%	644
2019 Q2	–	Sell	-4	Closed	–	–	1763
2019 Q1	$0	Buy	+4	New	+$104	﹤0.01%	2123

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cresset Asset Management's UCB Position: Q2 2026 in Review

Cresset Asset Management held its United Community Banks (UCB) position steady in Q2 2026 at 241,611 shares worth $8.54M. The position accounts for 0.03% of the portfolio, ranked #318.

Cresset Asset Management first reported a position in UCB in Q1 2019 and has held it in 6 quarters since. The position peaked at $9.03M in Q4 2025. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Cresset Asset Management held 241,611 shares of United Community Banks worth $8.54M as of Q2 2026.
Cresset Asset Management left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #318 holding.
Cresset Asset Management first reported a position in United Community Banks in Q1 2019 and has held it in 6 quarters since.
Cresset Asset Management's United Community Banks position peaked at $9.03M in Q4 2025.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.