JCIA
UCB

Jackson Creek Investment Advisors’s United Community Banks UCB Stock Holding History

Jackson Creek Investment Advisors’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 		$411K Sell
13,053
-23
-0.2% -$757 0.12% 251
2025
Q4 		$408K Buy
+13,076
New +$404K 0.12% 246
2022
Q1 		– Sell
-33,198
Closed -$1.19M – 369
2021
Q4 		$1.19M Sell
33,198
-2,317
-7% -$80.9K 0.43% 72
2021
Q3 		$1.17M Buy
35,515
+322
+0.9% +$9.65K 0.43% 69
2021
Q2 		$1.13M Sell
35,193
-4,195
-11% -$141K 0.42% 89
2021
Q1 		$1.34M Sell
39,388
-1,170
-3% -$38.4K 0.47% 37
2020
Q4 		$1.15M Buy
+40,558
New +$958K 0.45% 53

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