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
Q2 		$2.93M Buy
83,515
+53,317
+177% +$1.78M 0.09% 418
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 $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

Edgestream Partners's UCB Position: Q2 2026 in Review

Edgestream Partners increased its United Community Banks (UCB) stake by 177% in Q2 2026, buying an estimated $1.78M and bringing the position to 83,515 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #418.

Edgestream Partners first reported a position in UCB in Q4 2023 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Edgestream Partners held 83,515 shares of United Community Banks worth $2.93M as of Q2 2026.
  • Edgestream Partners bought 53,317 United Community Banks shares in Q2 2026, an estimated $1.78M.
  • United Community Banks made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #418 holding.
  • Edgestream Partners first reported a position in United Community Banks in Q4 2023 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 Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.