FCBT
UCB

First Citizens Bank & Trust’s United Community Banks UCB Stock Holding History

First Citizens Bank & 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 		$915K Hold
26,072
– – 0.01% 336
2026
Q1 		$821K Hold
26,072
– – 0.02% 334
2025
Q4 		$814K Buy
26,072
+188
+0.7% +$5.8K 0.02% 330
2025
Q3 		$811K Sell
25,884
-25,552
-50% -$808K 0.02% 327
2025
Q2 		$1.53M Buy
+51,436
New +$1.43M 0.03% 217
2017
Q4 		– Sell
-7,095
Closed -$202K – 435
2017
Q3 		$202K Sell
7,095
-890
-11% -$24K 0.03% 395
2017
Q2 		$222K Sell
7,985
-1,820
-19% -$49.2K 0.03% 401
2017
Q1 		$272K Sell
9,805
-3,473
-26% -$98.8K 0.03% 389
2016
Q4 		$393K Sell
13,278
-6,105
-31% -$153K 0.04% 263
2016
Q3 		$407K Sell
19,383
-6,576
-25% -$130K 0.04% 316
2016
Q2 		$475K Sell
25,959
-2,761
-10% -$53.3K 0.04% 289
2016
Q1 		$530K Sell
28,720
-21,192
-42% -$376K 0.04% 255
2015
Q4 		$973K Sell
49,912
-1,631
-3% -$33.1K 0.07% 204
2015
Q3 		$1.05M Buy
51,543
+127
+0.2% +$2.6K 0.08% 201
2015
Q2 		$1.07M Buy
51,416
+3,855
+8% +$74.1K 0.07% 216
2015
Q1 		$898K Buy
47,561
+1,329
+3% +$24.6K 0.06% 231
2014
Q4 		$876K Buy
46,232
+83
+0.2% +$1.46K 0.07% 188
2014
Q3 		$760K Buy
46,149
+2,380
+5% +$39.6K 0.06% 197
2014
Q2 		$716K Buy
43,769
+137
+0.3% +$2.3K 0.06% 205
2014
Q1 		$847K Buy
+43,632
New +$776K 0.08% 172

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return