DT
UCB

Diversified Trust’s United Community Banks UCB Stock Holding History

Diversified Trust’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 		$2.35M Buy
66,890
+38,339
+134% +$1.28M 0.04% 235
2026
Q1 		$899K Buy
28,551
+3,109
+12% +$102K 0.02% 491
2025
Q4 		$794K Buy
+25,442
New +$785K 0.01% 514
2023
Q1 		– Sell
-6,191
Closed -$209K – 924
2022
Q4 		$209K Sell
6,191
-7
-0.1% -$254 0.01% 718
2022
Q3 		$205K Sell
6,198
-2,576
-29% -$85.6K 0.01% 696
2022
Q2 		$265K Hold
8,774
– – 0.01% 600
2022
Q1 		$305K Buy
+8,774
New +$323K 0.01% 612

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversified Trust's UCB Position: Q2 2026 in Review

Diversified Trust increased its United Community Banks (UCB) stake by 134% in Q2 2026, buying an estimated $1.28M and bringing the position to 66,890 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #235.

Diversified Trust first reported a position in UCB in Q1 2022 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Diversified Trust held 66,890 shares of United Community Banks worth $2.35M as of Q2 2026.
  • Diversified Trust bought 38,339 United Community Banks shares in Q2 2026, an estimated $1.28M.
  • United Community Banks made up 0.04% of Diversified Trust's portfolio in Q2 2026, its #235 holding.
  • Diversified Trust first reported a position in United Community Banks in Q1 2022 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.