Jones Financial Companies
UCB

Jones Financial Companies’s United Community Banks UCB Stock Holding History

Jones Financial Companies’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 		$219K Buy
6,160
+1,479
+32% +$49.4K ﹤0.01% 2540
2026
Q1 		$145K Buy
4,681
+299
+7% +$9.84K ﹤0.01% 2518
2025
Q4 		$137K Sell
4,382
-223
-5% -$6.88K ﹤0.01% 2090
2025
Q3 		$147K Buy
4,605
+2,008
+77% +$63.5K ﹤0.01% 1915
2025
Q2 		$77.8K Buy
2,597
+495
+24% +$13.8K ﹤0.01% 2042
2025
Q1 		$58.4K Buy
2,102
+1,054
+101% +$33K ﹤0.01% 1993
2024
Q4 		$33.9K Buy
1,048
+748
+249% +$23.3K ﹤0.01% 2043
2024
Q3 		$8.58K Buy
+300
New +$8.61K ﹤0.01% 2264
2023
Q4 		– Sell
-3,382
Closed -$85.9K – 1037
2023
Q3 		$85.9K Sell
3,382
-68
-2% -$1.84K ﹤0.01% 324
2023
Q2 		$86.2K Buy
+3,450
New +$85.6K ﹤0.01% 320

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

Jones Financial Companies's UCB Position: Q2 2026 in Review

Jones Financial Companies increased its United Community Banks (UCB) stake by 32% in Q2 2026, buying an estimated $49.4K and bringing the position to 6,160 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Jones Financial Companies first reported a position in UCB in Q2 2023 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Jones Financial Companies held 6,160 shares of United Community Banks worth $219K as of Q2 2026.
  • Jones Financial Companies bought 1,479 United Community Banks shares in Q2 2026, an estimated $49.4K.
  • United Community Banks made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2540 holding.
  • Jones Financial Companies first reported a position in United Community Banks in Q2 2023 and has held it in 10 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.