GRP
UCB

Global Retirement Partners’s United Community Banks UCB Stock Holding History

Global Retirement Partners’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
Q4 		$388K Buy
12,424
+12,423
+1,242,300% +$384K 0.01% 1092
2025
Q3 		$31 Hold
1
– – ﹤0.01% 3838
2025
Q2 		$30 Buy
+1
New +$28 ﹤0.01% 3773
2024
Q4 		$32 Sell
1
-14
-93% -$435 ﹤0.01% 3610
2024
Q3 		$436 Hold
15
– – ﹤0.01% 3296
2024
Q2 		$382 Buy
+15
New +$383 ﹤0.01% 3343
2023
Q4 		– Sell
-8
Closed -$198 – 3487
2023
Q3 		$198 Buy
+8
New +$217 ﹤0.01% 3107
2023
Q1 		– Sell
-144
Closed -$4.87K – 3359
2022
Q4 		$4.87K Buy
144
+33
+30% +$1.2K ﹤0.01% 2032
2022
Q3 		$4K Buy
111
+42
+61% +$1.4K ﹤0.01% 2048
2022
Q2 		$2K Buy
69
+40
+138% +$1.23K ﹤0.01% 2303
2022
Q1 		$1K Buy
+29
New +$1.07K ﹤0.01% 2569

Other funds holding UCB

BlackRock
BlackRock New York $5.7T 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return