Horizon Investments’s United Community Banks UCB Stock Holding History

Horizon 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	–	Sell	-36,925	Closed	-$1.15M	–	1517
2025 Q4	$1.15M	Buy	+36,925	New	+$1.14M	0.01%	598

Other funds holding UCB

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Horizon Investments's UCB Position: Q1 2026 in Review

Horizon Investments sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 36,925 shares — an estimated $1.15M sold.

Horizon Investments first reported a position in UCB in Q4 2025 and held it in 1 quarter. The position peaked at $1.15M in Q4 2025. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

Horizon Investments reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
Horizon Investments sold 36,925 United Community Banks shares in Q1 2026, an estimated $1.15M.
Horizon Investments first reported a position in United Community Banks in Q4 2025 and held it in 1 quarter.
Horizon Investments's United Community Banks position peaked at $1.15M in Q4 2025.
354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.