CX Institutional’s United Community Banks UCB Stock Holding History

CX Institutional’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	$2K	Hold	64	–	–	﹤0.01%	1495
2026 Q1	$2K	Hold	64	–	–	﹤0.01%	1472
2025 Q4	$2K	Buy	+64	New	+$1.98K	﹤0.01%	1412

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

CX Institutional's UCB Position: Q2 2026 in Review

CX Institutional held its United Community Banks (UCB) position steady in Q2 2026 at 64 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

CX Institutional first reported a position in UCB in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

CX Institutional held 64 shares of United Community Banks worth $2K as of Q2 2026.
CX Institutional left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1495 holding.
CX Institutional first reported a position in United Community Banks in Q4 2025 and has held it in 3 quarters since.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.