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
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 $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