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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
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
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1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
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$131B AUM
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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