HI
UCB

Harbour Investments’s United Community Banks UCB Stock Holding History

Harbour Investments’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 		$2.45K Buy
79
+62
+365% +$2.04K ﹤0.01% 3852
2025
Q4 		$531 Hold
17
– – ﹤0.01% 3544
2025
Q3 		$533 Hold
17
– – ﹤0.01% 3504
2025
Q2 		$506 Hold
17
– – ﹤0.01% 3370
2025
Q1 		$478 Hold
17
– – ﹤0.01% 3345
2024
Q4 		$549 Hold
17
– – ﹤0.01% 3270
2024
Q3 		$494 Buy
+17
New +$488 ﹤0.01% 3201
2021
Q3 		– Sell
-5
Closed – – 4056
2021
Q2 		$0 Buy
+5
New +$168 ﹤0.01% 4009

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