Curi RMB Capital’s United Community Banks UCB Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-12,500	Closed	-$352K	–	684
2025 Q1	$352K	Buy	+12,500	New	+$391K	0.01%	415
2024 Q3	–	Sell	-30,000	Closed	-$764K	–	562
2024 Q2	$764K	Hold	30,000	–	–	0.02%	361
2024 Q1	$790K	Hold	30,000	–	–	0.02%	374
2023 Q4	$878K	Hold	30,000	–	–	0.03%	310
2023 Q3	$762K	Hold	30,000	–	–	0.03%	315
2023 Q2	$750K	Hold	30,000	–	–	0.02%	320
2023 Q1	$844K	Sell	30,000 -10,000	-25%	-$316K	0.03%	300
2022 Q4	$1.35M	Sell	40,000 -35,000	-47%	-$1.27M	0.05%	253
2022 Q3	$2.48M	Hold	75,000	–	–	0.09%	204
2022 Q2	$2.26M	Buy	+75,000	New	+$2.31M	0.08%	209
2020 Q1	–	Sell	-50,399	Closed	-$1.56M	–	789
2019 Q4	$1.56M	Hold	50,399	–	–	0.04%	311
2019 Q3	$1.43M	Sell	50,399 -184,313	-79%	-$5.05M	0.04%	349
2019 Q2	$6.7M	Sell	234,712 -3,875	-2%	-$106K	0.17%	143
2019 Q1	$5.95M	Sell	238,587 -166,109	-41%	-$4.31M	0.15%	165
2018 Q4	$8.69M	Buy	404,696 +3,875	+1%	+$95.7K	0.22%	122
2018 Q3	$11.2M	Hold	400,821	–	–	0.27%	116
2018 Q2	$12.3M	Sell	400,821 -66,878	-14%	-$2.18M	0.29%	99
2018 Q1	$14.8M	Buy	467,699 +32,876	+8%	+$1.03M	0.38%	79
2017 Q4	$12.2M	Buy	434,823 +234,824	+117%	+$6.55M	0.32%	85
2017 Q3	$5.71M	Buy	+199,999	New	+$5.4M	0.15%	211
2015 Q4	–	Sell	-164,558	Closed	-$3.36M	–	503
2015 Q3	$3.36M	Buy	+164,558	New	+$3.36M	0.22%	110

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Curi RMB Capital's UCB Position: Q2 2025 in Review

Curi RMB Capital sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 12,500 shares — an estimated $352K sold.

Curi RMB Capital first reported a position in UCB in Q3 2015 and held it in 21 quarters. The position peaked at $14.8M in Q1 2018. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

Curi RMB Capital reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
Curi RMB Capital sold 12,500 United Community Banks shares in Q2 2025, an estimated $352K.
Curi RMB Capital first reported a position in United Community Banks in Q3 2015 and held it in 21 quarters.
Curi RMB Capital's United Community Banks position peaked at $14.8M in Q1 2018.
303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Curi RMB Capital's 13F filing for Q2 2025, filed 14 Aug 2025.