Everence Capital Management’s United Community Banks UCB Stock Holding History

Everence Capital Management’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	$233K	Hold	6,642	–	–	0.01%	760
2026 Q1	$209K	Sell	6,642 -608	-8%	-$20K	0.01%	741
2025 Q4	$226K	Hold	7,250	–	–	0.01%	705
2025 Q3	$227K	Hold	7,250	–	–	0.01%	721
2025 Q2	$216K	Hold	7,250	–	–	0.01%	727
2025 Q1	$204K	Hold	7,250	–	–	0.01%	738
2024 Q4	$234K	Sell	7,250 -4,810	-40%	-$150K	0.02%	709
2024 Q3	$351K	Sell	12,060 -2,270	-16%	-$65.2K	0.02%	529
2024 Q2	$362K	Hold	14,330	–	–	0.03%	481
2024 Q1	$377K	Sell	14,330 -4,180	-23%	-$113K	0.02%	499
2023 Q4	$542K	Hold	18,510	–	–	0.04%	372
2023 Q3	$470K	Hold	18,510	–	–	0.04%	403
2023 Q2	$419K	Hold	18,510	–	–	0.03%	405
2023 Q1	$521K	Hold	18,510	–	–	0.04%	348
2022 Q4	$626K	Buy	18,510 +3,220	+21%	+$117K	0.05%	307
2022 Q3	$506K	Hold	15,290	–	–	0.05%	344
2022 Q2	$462K	Hold	15,290	–	–	0.04%	367
2022 Q1	$532K	Buy	15,290 +3,230	+27%	+$119K	0.04%	373
2021 Q4	$433K	Hold	12,060	–	–	0.03%	469
2021 Q3	$396K	Hold	12,060	–	–	0.03%	473
2021 Q2	$386K	Hold	12,060	–	–	0.03%	481
2021 Q1	$411K	Hold	12,060	–	–	0.04%	435
2020 Q4	$343K	Hold	12,060	–	–	0.03%	463
2020 Q3	$204K	Hold	12,060	–	–	0.02%	579
2020 Q2	$236K	Hold	12,060	–	–	0.03%	532
2020 Q1	$221K	Buy	12,060 +3,060	+34%	+$79K	0.03%	479
2019 Q4	$278K	Hold	9,000	–	–	0.04%	499
2019 Q3	$255K	Hold	9,000	–	–	0.04%	489
2019 Q2	$257K	Hold	9,000	–	–	0.04%	468
2019 Q1	$224K	Buy	+9,000	New	+$234K	0.04%	510

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

Everence Capital Management's UCB Position: Q2 2026 in Review

Everence Capital Management held its United Community Banks (UCB) position steady in Q2 2026 at 6,642 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #760.

Everence Capital Management first reported a position in UCB in Q1 2019 and has held it in 30 quarters since. The position peaked at $626K in Q4 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Everence Capital Management held 6,642 shares of United Community Banks worth $233K as of Q2 2026.
Everence Capital Management left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #760 holding.
Everence Capital Management first reported a position in United Community Banks in Q1 2019 and has held it in 30 quarters since.
Everence Capital Management's United Community Banks position peaked at $626K in Q4 2022.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.