EC
UCB

EntryPoint Capital’s United Community Banks UCB Stock Holding History

EntryPoint Capital’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 		$759K Hold
24,092
– – 0.22% 111
2025
Q4 		$752K Hold
24,092
– – 0.29% 64
2025
Q3 		$755K Buy
24,092
+4,939
+26% +$156K 0.29% 59
2025
Q2 		$571K Buy
19,153
+2,078
+12% +$57.7K 0.29% 60
2025
Q1 		$480K Buy
+17,075
New +$534K 0.22% 116
2024
Q4 		– Sell
-7,206
Closed -$210K – 1003
2024
Q3 		$210K Buy
+7,206
New +$207K 0.12% 446
2024
Q2 		– Sell
-923
Closed -$24.3K – 1723
2024
Q1 		$24.3K Buy
+923
New +$24.9K 0.02% 1033

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