FFA
UCB

Founders Financial Alliance’s United Community Banks UCB Stock Holding History

Founders Financial Alliance’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
2024
Q3 		– Sell
-8,870
Closed -$226K – 598
2024
Q2 		$226K Hold
8,870
– – 0.07% 250
2024
Q1 		$233K Hold
8,870
– – 0.07% 245
2023
Q4 		$260K Sell
8,870
-1,200
-12% -$30.6K 0.1% 200
2023
Q3 		$256K Hold
10,070
– – 0.11% 187
2023
Q2 		$252K Hold
10,070
– – 0.1% 216
2023
Q1 		$274K Buy
+10,070
New +$318K 0.14% 160

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Founders Financial Alliance's UCB Position: Q3 2024 in Review

Founders Financial Alliance sold out of United Community Banks (UCB) in Q3 2024, closing a stake of 8,870 shares — an estimated $226K sold.

Founders Financial Alliance first reported a position in UCB in Q1 2023 and held it in 6 quarters. The position peaked at $274K in Q1 2023. 275 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

  • Founders Financial Alliance reported no remaining United Community Banks position as of Q3 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 8,870 United Community Banks shares in Q3 2024, an estimated $226K.
  • Founders Financial Alliance first reported a position in United Community Banks in Q1 2023 and held it in 6 quarters.
  • Founders Financial Alliance's United Community Banks position peaked at $274K in Q1 2023.
  • 275 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on Founders Financial Alliance's 13F filing for Q3 2024, filed 1 Nov 2024.