IRC
UCB

Investors Research Corp’s United Community Banks UCB Stock Holding History

Investors Research Corp’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 		$11.5K Hold
327
– – ﹤0.01% 523
2026
Q1 		$10.3K Buy
327
+20
+7% +$658 ﹤0.01% 542
2025
Q4 		$9.59K Buy
307
+287
+1,435% +$8.86K ﹤0.01% 626
2025
Q3 		$627 Hold
20
– – ﹤0.01% 826
2025
Q2 		$596 Hold
20
– – ﹤0.01% 879
2025
Q1 		$563 Hold
20
– – ﹤0.01% 912
2024
Q4 		$646 Hold
20
– – ﹤0.01% 898
2024
Q3 		$582 Hold
20
– – ﹤0.01% 930
2024
Q2 		$509 Hold
20
– – ﹤0.01% 1008
2024
Q1 		$526 Hold
20
– – ﹤0.01% 981
2023
Q4 		$585 Hold
20
– – ﹤0.01% 1012
2023
Q3 		$508 Hold
20
– – ﹤0.01% 1025
2023
Q2 		$500 Hold
20
– – ﹤0.01% 1029
2023
Q1 		$562 Hold
20
– – ﹤0.01% 1063
2022
Q4 		$676 Hold
20
– – ﹤0.01% 1069
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1068
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1057
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1001
2021
Q4 		$1K Hold
20
– – ﹤0.01% 965
2021
Q3 		$1K Hold
20
– – ﹤0.01% 972
2021
Q2 		$1K Hold
20
– – ﹤0.01% 956
2021
Q1 		$1K Hold
20
– – ﹤0.01% 949
2020
Q4 		$1K Hold
20
– – ﹤0.01% 1056
2020
Q3 		$0 Hold
20
– – ﹤0.01% 1137
2020
Q2 		$0 Hold
20
– – ﹤0.01% 1125
2020
Q1 		$0 Hold
20
– – ﹤0.01% 1155
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1099
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1105
2019
Q2 		$1K Hold
20
– – ﹤0.01% 1053
2019
Q1 		$0 Buy
+20
New +$519 ﹤0.01% 1043

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return