IIC
UCB

Integrated Investment Consultants’s United Community Banks UCB Stock Holding History

Integrated Investment Consultants’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 		$374K Sell
10,671
-45
-0.4% -$1.5K 0.07% 175
2026
Q1 		$337K Sell
10,716
-148
-1% -$4.87K 0.07% 176
2025
Q4 		$339K Buy
10,864
+3
+0% +$93 0.07% 190
2025
Q3 		$340K Hold
10,861
– – 0.06% 219
2025
Q2 		$324K Sell
10,861
-5,261
-33% -$146K 0.06% 220
2025
Q1 		$454K Buy
16,122
+699
+5% +$21.9K 0.09% 167
2024
Q4 		$498K Sell
15,423
-778
-5% -$24.2K 0.1% 156
2024
Q3 		$471K Sell
16,201
-690
-4% -$19.8K 0.1% 151
2024
Q2 		$445K Hold
16,891
– – 0.12% 135
2024
Q1 		$445K Sell
16,891
-923
-5% -$24.9K 0.12% 135
2023
Q4 		$521K Buy
17,814
+3,089
+21% +$78.9K 0.16% 113
2023
Q3 		$374K Buy
14,725
+2,291
+18% +$62.1K 0.14% 131
2023
Q2 		$311K Hold
12,434
– – 0.1% 182
2023
Q1 		$350K Buy
12,434
+1,352
+12% +$42.7K 0.11% 170
2022
Q4 		$375K Buy
11,082
+1,978
+22% +$71.8K 0.13% 130
2022
Q3 		$301K Buy
+9,104
New +$303K 0.12% 150

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

Integrated Investment Consultants's UCB Position: Q2 2026 in Review

Integrated Investment Consultants reduced its United Community Banks (UCB) stake by 0.42% in Q2 2026, selling an estimated $1.5K and leaving 10,671 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #175.

Integrated Investment Consultants first reported a position in UCB in Q3 2022 and has held it in 16 quarters since. The position peaked at $521K in Q4 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Integrated Investment Consultants held 10,671 shares of United Community Banks worth $374K as of Q2 2026.
  • Integrated Investment Consultants sold 45 United Community Banks shares in Q2 2026, an estimated $1.5K.
  • United Community Banks made up 0.07% of Integrated Investment Consultants's portfolio in Q2 2026, its #175 holding.
  • Integrated Investment Consultants first reported a position in United Community Banks in Q3 2022 and has held it in 16 quarters since.
  • Integrated Investment Consultants's United Community Banks position peaked at $521K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.