CAG
UCB

Csenge Advisory Group’s United Community Banks UCB Stock Holding History

Csenge Advisory 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
2026
Q2 		$651K Buy
18,548
+134
+0.7% +$4.48K 0.03% 406
2026
Q1 		$580K Buy
18,414
+133
+0.7% +$4.38K 0.03% 402
2025
Q4 		$571K Buy
18,281
+134
+0.7% +$4.14K 0.03% 407
2025
Q3 		$569K Buy
18,147
+128
+0.7% +$4.05K 0.03% 400
2025
Q2 		$518K Hold
18,019
– – 0.03% 420
2025
Q1 		$447K Buy
18,019
+289
+2% +$9.04K 0.03% 420
2024
Q4 		$573K Hold
17,730
– – 0.03% 390
2024
Q3 		$506K Buy
17,730
+288
+2% +$8.27K 0.03% 419
2024
Q2 		$444K Buy
17,442
+147
+0.8% +$3.75K 0.03% 431
2024
Q1 		$455K Sell
17,295
-480
-3% -$13K 0.03% 456
2023
Q4 		$520K Buy
17,775
+144
+0.8% +$3.68K 0.03% 396
2023
Q3 		$448K Buy
17,631
+148
+0.8% +$4.01K 0.03% 393
2023
Q2 		$437K Buy
17,483
+129
+0.7% +$3.2K 0.03% 406
2023
Q1 		$488K Buy
17,354
+101
+0.6% +$3.19K 0.04% 355
2022
Q4 		$583K Sell
17,253
-4,236
-20% -$154K 0.05% 311
2022
Q3 		$711K Buy
21,489
+2,993
+16% +$99.5K 0.06% 264
2022
Q2 		$558K Buy
+18,496
New +$569K 0.05% 325
2018
Q4 		– Sell
-27
Closed – – 1546
2018
Q3 		$0 Buy
+27
New +$818 ﹤0.01% 1688

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

Csenge Advisory Group's UCB Position: Q2 2026 in Review

Csenge Advisory Group increased its United Community Banks (UCB) stake by 0.73% in Q2 2026, buying an estimated $4.48K and bringing the position to 18,548 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #406.

Csenge Advisory Group first reported a position in UCB in Q3 2018 and has held it in 18 quarters since. The position peaked at $711K in Q3 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Csenge Advisory Group held 18,548 shares of United Community Banks worth $651K as of Q2 2026.
  • Csenge Advisory Group bought 134 United Community Banks shares in Q2 2026, an estimated $4.48K.
  • United Community Banks made up 0.03% of Csenge Advisory Group's portfolio in Q2 2026, its #406 holding.
  • Csenge Advisory Group first reported a position in United Community Banks in Q3 2018 and has held it in 18 quarters since.
  • Csenge Advisory Group's United Community Banks position peaked at $711K in Q3 2022.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.