EP
UCB

Edgestream Partners’s United Community Banks UCB Stock Holding History

Edgestream 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 		$951K Sell
30,198
-38,089
-56% -$1.25M 0.03% 642
2025
Q4 		$2.13M Buy
68,287
+4,023
+6% +$124K 0.06% 514
2025
Q3 		$2.01M Buy
+64,264
New +$2.03M 0.06% 527
2024
Q4 		– Sell
-87,771
Closed -$2.55M – 1137
2024
Q3 		$2.55M Buy
+87,771
New +$2.52M 0.11% 331
2024
Q2 		– Sell
-60,060
Closed -$1.58M – 1075
2024
Q1 		$1.58M Sell
60,060
-24,061
-29% -$650K 0.08% 395
2023
Q4 		$2.46M Buy
+84,121
New +$2.15M 0.18% 192

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