I
UCB

InceptionR’s United Community Banks UCB Stock Holding History

InceptionR’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
-8,245
Closed -$257K – 950
2025
Q4 		$257K Sell
8,245
-1,858
-18% -$57.4K 0.07% 476
2025
Q3 		$317K Buy
+10,103
New +$319K 0.08% 453
2024
Q3 		– Sell
-24,405
Closed -$621K – 909
2024
Q2 		$621K Buy
+24,405
New +$623K 0.18% 227
2023
Q1 		– Sell
-15,951
Closed -$539K – 614
2022
Q4 		$539K Buy
+15,951
New +$579K 0.28% 141

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