Dimensional Fund Advisors’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $205M | Buy |
6,520,132
+182,397
| +3% | +$6.01M | 0.04% | 564 |
|
|
2025
Q4 | $198M | Buy |
6,337,735
+211
| +0% | +$6.51K | 0.04% | 567 |
|
|
2025
Q3 | $199M | Buy |
6,337,524
+61,465
| +1% | +$1.94M | 0.04% | 551 |
|
|
2025
Q2 | $187M | Buy |
6,276,059
+124,145
| +2% | +$3.45M | 0.04% | 546 |
|
|
2025
Q1 | $173M | Buy |
6,151,914
+92,952
| +2% | +$2.91M | 0.04% | 562 |
|
|
2024
Q4 | $196M | Buy |
6,058,962
+216,158
| +4% | +$6.72M | 0.05% | 508 |
|
|
2024
Q3 | $170M | Buy |
5,842,804
+298,570
| +5% | +$8.57M | 0.04% | 605 |
|
|
2024
Q2 | $141M | Buy |
5,544,234
+520,479
| +10% | +$13.3M | 0.04% | 670 |
|
|
2024
Q1 | $132M | Buy |
5,023,755
+469,942
| +10% | +$12.7M | 0.04% | 735 |
|
|
2023
Q4 | $133M | Buy |
4,553,813
+556,939
| +14% | +$14.2M | 0.04% | 665 |
|
|
2023
Q3 | $102M | Buy |
3,996,874
+417,645
| +12% | +$11.3M | 0.03% | 777 |
|
|
2023
Q2 | $89.4M | Buy |
3,579,229
+168,755
| +5% | +$4.19M | 0.03% | 931 |
|
|
2023
Q1 | $95.9M | Buy |
3,410,474
+143,286
| +4% | +$4.53M | 0.03% | 850 |
|
|
2022
Q4 | $110K | Buy |
3,267,188
+72,687
| +2% | +$2.64M | 0.03% | 708 |
|
|
2022
Q3 | $106M | Buy |
3,194,501
+39,164
| +1% | +$1.3M | 0.04% | 653 |
|
|
2022
Q2 | $95.3M | Buy |
3,155,337
+17,612
| +0.6% | +$542K | 0.03% | 769 |
|
|
2022
Q1 | $109M | Buy |
3,137,725
+133,074
| +4% | +$4.9M | 0.03% | 782 |
|
|
2021
Q4 | $108M | Buy |
3,004,651
+47,621
| +2% | +$1.66M | 0.03% | 816 |
|
|
2021
Q3 | $97M | Sell |
2,957,030
-63,120
| -2% | -$1.89M | 0.03% | 858 |
|
|
2021
Q2 | $96.7M | Sell |
3,020,150
-88,810
| -3% | -$2.99M | 0.03% | 886 |
|
|
2021
Q1 | $106M | Sell |
3,108,960
-93,002
| -3% | -$3.05M | 0.04% | 780 |
|
|
2020
Q4 | $91.1M | Sell |
3,201,962
-130,905
| -4% | -$3.09M | 0.03% | 823 |
|
|
2020
Q3 | $56.4M | Buy |
3,332,867
+20,152
| +0.6% | +$363K | 0.02% | 1093 |
|
|
2020
Q2 | $66.6M | Buy |
3,312,715
+91,666
| +3% | +$1.76M | 0.03% | 909 |
|
|
2020
Q1 | $59M | Sell |
3,221,049
-102,906
| -3% | -$2.66M | 0.03% | 875 |
|
|
2019
Q4 | $103M | Sell |
3,323,955
-73,111
| -2% | -$2.21M | 0.04% | 703 |
|
|
2019
Q3 | $96.3M | Buy |
3,397,066
+10,964
| +0.3% | +$301K | 0.04% | 708 |
|
|
2019
Q2 | $96.7M | Buy |
3,386,102
+13,907
| +0.4% | +$380K | 0.04% | 712 |
|
|
2019
Q1 | $84.1M | Sell |
3,372,195
-34,437
| -1% | -$894K | 0.03% | 829 |
|
|
2018
Q4 | $73.1M | Buy |
3,406,632
+398,806
| +13% | +$9.85M | 0.03% | 836 |
|
|
2018
Q3 | $83.9M | Buy |
3,007,826
+22,088
| +0.7% | +$669K | 0.03% | 871 |
|
|
2018
Q2 | $91.6M | Sell |
2,985,738
-308,736
| -9% | -$10.1M | 0.04% | 727 |
|
|
2018
Q1 | $104M | Sell |
3,294,474
-49,366
| -1% | -$1.55M | 0.04% | 594 |
|
|
2017
Q4 | $94.1M | Buy |
3,343,840
+28,655
| +0.9% | +$800K | 0.04% | 673 |
|
|
2017
Q3 | $94.6M | Buy |
3,315,185
+83,398
| +3% | +$2.25M | 0.04% | 627 |
|
|
2017
Q2 | $89.8M | Buy |
3,231,787
+65,612
| +2% | +$1.77M | 0.04% | 605 |
|
|
2017
Q1 | $87.7M | Buy |
3,166,175
+152,234
| +5% | +$4.33M | 0.04% | 603 |
|
|
2016
Q4 | $89.3M | Buy |
3,013,941
+133,413
| +5% | +$3.34M | 0.04% | 576 |
|
|
2016
Q3 | $60.5M | Buy |
2,880,528
+259,677
| +10% | +$5.15M | 0.03% | 841 |
|
|
2016
Q2 | $47.9M | Buy |
2,620,851
+388,764
| +17% | +$7.51M | 0.03% | 1021 |
|
|
2016
Q1 | $41.2M | Buy |
2,232,087
+198,873
| +10% | +$3.53M | 0.02% | 1139 |
|
|
2015
Q4 | $39.6M | Buy |
2,033,214
+201,504
| +11% | +$4.09M | 0.02% | 1102 |
|
|
2015
Q3 | $37.4M | Buy |
1,831,710
+102,962
| +6% | +$2.1M | 0.02% | 1098 |
|
|
2015
Q2 | $36.1M | Sell |
1,728,748
-2,389
| -0.1% | -$45.9K | 0.02% | 1228 |
|
|
2015
Q1 | $32.7M | Sell |
1,731,137
-28,616
| -2% | -$529K | 0.02% | 1283 |
|
|
2014
Q4 | $33.3M | Buy |
1,759,753
+120,387
| +7% | +$2.12M | 0.02% | 1179 |
|
|
2014
Q3 | $27M | Buy |
1,639,366
+60,224
| +4% | +$1M | 0.02% | 1288 |
|
|
2014
Q2 | $25.9M | Buy |
1,579,142
+125,899
| +9% | +$2.11M | 0.02% | 1371 |
|
|
2014
Q1 | $28.2M | Buy |
1,453,243
+91,973
| +7% | +$1.64M | 0.02% | 1193 |
|
|
2013
Q4 | $24.2M | Buy |
1,361,270
+162,479
| +14% | +$2.69M | 0.02% | 1333 |
|
|
2013
Q3 | $18M | Buy |
1,198,791
+153,761
| +15% | +$2.23M | 0.02% | 1539 |
|
|
2013
Q2 | $13M | Buy |
+1,045,030
| New | +$11.9M | 0.01% | 1767 |
|
Other funds holding UCB
VPM
VCM