Equitable Trust’s United Community Banks UCB Stock Holding History

Equitable 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	$255K	Hold	7,255	–	–	0.01%	420
2026 Q1	$228K	Hold	7,255	–	–	0.01%	440
2025 Q4	$227K	Hold	7,255	–	–	0.01%	418
2025 Q3	$227K	Hold	7,255	–	–	0.01%	421
2025 Q2	$216K	Hold	7,255	–	–	0.01%	419
2025 Q1	$204K	Hold	7,255	–	–	0.01%	455
2024 Q4	$234K	Hold	7,255	–	–	0.01%	444
2024 Q3	$211K	Buy	+7,255	New	+$208K	0.01%	434
2024 Q1	–	Sell	-7,255	Closed	-$212K	–	432
2023 Q4	$212K	Buy	+7,255	New	+$185K	0.02%	388
2023 Q3	–	Sell	-9,470	Closed	-$237K	–	415
2023 Q2	$237K	Hold	9,470	–	–	0.02%	369
2023 Q1	$266K	Hold	9,470	–	–	0.02%	353
2022 Q4	$320K	Hold	9,470	–	–	0.03%	326
2022 Q3	$313K	Buy	9,470 +2,215	+31%	+$73.6K	0.03%	303
2022 Q2	$219K	Hold	7,255	–	–	0.02%	366
2022 Q1	$252K	Buy	+7,255	New	+$267K	0.02%	358

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Equitable Trust's UCB Position: Q2 2026 in Review

Equitable Trust held its United Community Banks (UCB) position steady in Q2 2026 at 7,255 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #420.

Equitable Trust first reported a position in UCB in Q1 2022 and has held it in 15 quarters since. The position peaked at $320K in Q4 2022. 373 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Equitable Trust held 7,255 shares of United Community Banks worth $255K as of Q2 2026.
Equitable Trust left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #420 holding.
Equitable Trust first reported a position in United Community Banks in Q1 2022 and has held it in 15 quarters since.
Equitable Trust's United Community Banks position peaked at $320K in Q4 2022.
373 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.