IC
UCB

IEQ Capital’s United Community Banks UCB Stock Holding History

IEQ 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
2026
Q2 		$544K Buy
15,513
+3,474
+29% +$116K ﹤0.01% 1361
2026
Q1 		$379K Buy
12,039
+57
+0.5% +$1.88K ﹤0.01% 1420
2025
Q4 		$374K Buy
11,982
+4,698
+64% +$145K ﹤0.01% 1451
2025
Q3 		$228K Sell
7,284
-11,644
-62% -$368K ﹤0.01% 1634
2025
Q2 		$564K Buy
+18,928
New +$526K ﹤0.01% 1107

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IEQ Capital's UCB Position: Q2 2026 in Review

IEQ Capital increased its United Community Banks (UCB) stake by 29% in Q2 2026, buying an estimated $116K and bringing the position to 15,513 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

IEQ Capital first reported a position in UCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $564K in Q2 2025. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • IEQ Capital held 15,513 shares of United Community Banks worth $544K as of Q2 2026.
  • IEQ Capital bought 3,474 United Community Banks shares in Q2 2026, an estimated $116K.
  • United Community Banks made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1361 holding.
  • IEQ Capital first reported a position in United Community Banks in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's United Community Banks position peaked at $564K in Q2 2025.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.