FRM
UCB

Fox Run Management’s United Community Banks UCB Stock Holding History

Fox Run 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 		– Sell
-10,824
Closed -$334K – 1361
2026
Q1 		$334K Sell
10,824
-7,111
-40% -$234K 0.06% 590
2025
Q4 		$560K Buy
+17,935
New +$554K 0.09% 455
2025
Q3 		– Sell
-18,774
Closed -$559K – 1291
2025
Q2 		$559K Buy
+18,774
New +$521K 0.09% 420
2024
Q3 		– Sell
-17,179
Closed -$437K – 1161
2024
Q2 		$437K Buy
+17,179
New +$438K 0.08% 460
2017
Q4 		– Sell
-44,300
Closed -$1.26M – 919
2017
Q3 		$1.26M Buy
44,300
+36,700
+483% +$992K 0.36% 23
2017
Q2 		$211K Buy
+7,600
New +$206K 0.07% 526

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fox Run Management's UCB Position: Q2 2026 in Review

Fox Run Management sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 10,824 shares — an estimated $334K sold.

Fox Run Management first reported a position in UCB in Q2 2017 and held it in 6 quarters. The position peaked at $1.26M in Q3 2017. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Fox Run Management reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Fox Run Management sold 10,824 United Community Banks shares in Q2 2026, an estimated $334K.
  • Fox Run Management first reported a position in United Community Banks in Q2 2017 and held it in 6 quarters.
  • Fox Run Management's United Community Banks position peaked at $1.26M in Q3 2017.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

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