HWM
UCB

HB Wealth Management’s United Community Banks UCB Stock Holding History

HB Wealth 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 		$615K Buy
19,540
+779
+4% +$25.6K ﹤0.01% 876
2025
Q4 		$586K Buy
18,761
+708
+4% +$21.9K ﹤0.01% 841
2025
Q3 		$566K Buy
18,053
+1,082
+6% +$34.2K ﹤0.01% 808
2025
Q2 		$506K Sell
16,971
-1,059
-6% -$29.4K ﹤0.01% 741
2025
Q1 		$507K Sell
18,030
-7
-0% -$219 ﹤0.01% 761
2024
Q4 		$583K Buy
18,037
+1,977
+12% +$61.5K 0.01% 568
2024
Q3 		$467K Buy
16,060
+109
+0.7% +$3.13K 0.01% 607
2024
Q2 		$406K Buy
+15,951
New +$407K ﹤0.01% 610

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