IFU
UCB

iSAM Funds (UK)’s United Community Banks UCB Stock Holding History

iSAM Funds (UK)’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
-20,572
Closed -$642K – 476
2025
Q4 		$642K Buy
20,572
+4,957
+32% +$153K 0.23% 128
2025
Q3 		$490K Sell
15,615
-2,186
-12% -$69.1K 0.1% 277
2025
Q2 		$530K Sell
17,801
-3,462
-16% -$96.2K 0.12% 254
2025
Q1 		$598K Buy
+21,263
New +$665K 0.3% 106
2024
Q2 		– Sell
-9,386
Closed -$247K – 387
2024
Q1 		$247K Buy
+9,386
New +$253K 0.14% 206

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