GFPC
UCB

Global Financial Private Client’s United Community Banks UCB Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-15
Closed -$422 – 1664
2025
Q1 		$422 Buy
15
+8
+114% +$250 ﹤0.01% 1347
2024
Q4 		$226 Buy
+7
New +$218 ﹤0.01% 1222

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Global Financial Private Client's UCB Position: Q2 2025 in Review

Global Financial Private Client sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 15 shares — an estimated $422 sold.

Global Financial Private Client first reported a position in UCB in Q4 2024 and held it in 2 quarters. The position peaked at $422 in Q1 2025. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

  • Global Financial Private Client reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 15 United Community Banks shares in Q2 2025, an estimated $422.
  • Global Financial Private Client first reported a position in United Community Banks in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's United Community Banks position peaked at $422 in Q1 2025.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.