Henshaw Capital’s United Community Banks UCB Stock Holding History

Henshaw Capital’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	–	Sell	-14,687	Closed	-$460K	–	275
2025 Q3	$460K	Sell	14,687 -5,414	-27%	-$171K	0.02%	195
2025 Q2	$599K	Hold	20,101	–	–	0.02%	211
2025 Q1	$565K	Buy	20,101 +4,208	+26%	+$132K	0.02%	214
2024 Q4	$514K	Hold	15,893	–	–	0.02%	214
2024 Q3	$462K	Hold	15,893	–	–	0.02%	231
2024 Q2	$405K	Hold	15,893	–	–	0.02%	203
2024 Q1	$418K	Hold	15,893	–	–	0.02%	199
2023 Q4	$465K	Hold	15,893	–	–	0.02%	187
2023 Q3	$404K	Buy	15,893 +5,850	+58%	+$159K	0.02%	178
2023 Q2	$251K	Hold	10,043	–	–	0.01%	208
2023 Q1	$282K	Hold	10,043	–	–	0.02%	184
2022 Q4	$339K	Hold	10,043	–	–	0.02%	161
2022 Q3	$332K	Hold	10,043	–	–	0.02%	189
2022 Q2	$303K	Hold	10,043	–	–	0.02%	217
2022 Q1	$349K	Hold	10,043	–	–	0.02%	218
2021 Q4	$361K	Hold	10,043	–	–	0.02%	220
2021 Q3	$330K	Hold	10,043	–	–	0.02%	238
2021 Q2	$321K	Hold	10,043	–	–	0.02%	266
2021 Q1	$343K	Hold	10,043	–	–	0.02%	237
2020 Q4	$286K	Hold	10,043	–	–	0.02%	267
2020 Q3	$170K	Buy	+10,043	New	+$181K	0.01%	301

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Henshaw Capital's UCB Position: Q4 2025 in Review

Henshaw Capital sold out of United Community Banks (UCB) in Q4 2025, closing a stake of 14,687 shares — an estimated $460K sold.

Henshaw Capital first reported a position in UCB in Q3 2020 and held it in 21 quarters. The position peaked at $599K in Q2 2025. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

Henshaw Capital reported no remaining United Community Banks position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 14,687 United Community Banks shares in Q4 2025, an estimated $460K.
Henshaw Capital first reported a position in United Community Banks in Q3 2020 and held it in 21 quarters.
Henshaw Capital's United Community Banks position peaked at $599K in Q2 2025.
336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.