DWP
UCB

Destiny Wealth Partners’s United Community Banks UCB Stock Holding History

Destiny Wealth Partners’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 		$63.3K Buy
+2,010
New +$66.2K 0.01% 402
2024
Q3 		– Sell
-9,000
Closed -$229K – 165
2024
Q2 		$229K Hold
9,000
– – 0.04% 144
2024
Q1 		$237K Hold
9,000
– – 0.04% 144
2023
Q4 		$257K Hold
9,000
– – 0.05% 140
2023
Q3 		$229K Hold
9,000
– – 0.05% 152
2023
Q2 		$251K Hold
9,000
– – 0.05% 147
2023
Q1 		$253K Buy
9,000
+1,500
+20% +$47.4K 0.05% 164
2022
Q4 		$254K Hold
7,500
– – 0.05% 170
2022
Q3 		$248K Hold
7,500
– – 0.06% 173
2022
Q2 		$226K Buy
+7,500
New +$231K 0.05% 151

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return