KP
UCB

Keel Point’s United Community Banks UCB Stock Holding History

Keel Point’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 		$435K Sell
13,802
-103
-0.7% -$3.39K 0.03% 288
2025
Q4 		$434K Hold
13,905
– – 0.03% 326
2025
Q3 		$436K Sell
13,905
-17
-0.1% -$538 0.03% 329
2025
Q2 		$415K Buy
13,922
+254
+2% +$7.06K 0.03% 338
2025
Q1 		$384K Sell
13,668
-2,550
-16% -$79.8K 0.03% 301
2024
Q4 		$524K Hold
16,218
– – 0.04% 229
2024
Q3 		$472K Hold
16,218
– – 0.04% 250
2024
Q2 		$452K Sell
16,218
-13,773
-46% -$351K 0.04% 250
2024
Q1 		$789K Hold
29,991
– – 0.08% 151
2023
Q4 		$878K Sell
29,991
-4,811
-14% -$123K 0.1% 126
2023
Q3 		$884K Hold
34,802
– – 0.12% 114
2023
Q2 		$870K Sell
34,802
-26,860
-44% -$667K 0.12% 116
2023
Q1 		$1.73M Buy
+61,662
New +$1.95M 0.25% 79

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