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
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 $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