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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return