Ken Fisher
UCB

Ken Fisher’s United Community Banks UCB Stock Holding History

Ken Fisher’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 		$29.9M Sell
948,847
-41,318
-4% -$1.36M 0.01% 285
2025
Q4 		$30.9M Sell
990,165
-58,009
-6% -$1.79M 0.01% 277
2025
Q3 		$32.9M Sell
1,048,174
-16,755
-2% -$530K 0.01% 271
2025
Q2 		$31.7M Buy
1,064,929
+1,903
+0.2% +$52.9K 0.01% 262
2025
Q1 		$29.9M Buy
1,063,026
+9,681
+0.9% +$303K 0.01% 274
2024
Q4 		$34M Buy
1,053,345
+203,881
+24% +$6.34M 0.01% 271
2024
Q3 		$24.7M Buy
849,464
+48,242
+6% +$1.38M 0.01% 315
2024
Q2 		$20.4M Sell
801,222
-400,955
-33% -$10.2M 0.01% 335
2024
Q1 		$31.6M Buy
1,202,177
+167,778
+16% +$4.53M 0.01% 276
2023
Q4 		$30.3M Sell
1,034,399
-266,925
-21% -$6.81M 0.02% 275
2023
Q3 		$33.1M Buy
1,301,324
+220,195
+20% +$5.97M 0.02% 290
2023
Q2 		$27M Buy
1,081,129
+7,694
+0.7% +$191K 0.01% 330
2023
Q1 		$30.4M Buy
1,073,435
+236,878
+28% +$7.49M 0.02% 316
2022
Q4 		$28.3M Buy
+836,557
New +$30.4M 0.02% 311

Other funds holding UCB

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Ken Fisher's UCB Position: Q1 2026 in Review

Ken Fisher reduced its United Community Banks (UCB) stake by 4.2% in Q1 2026, selling an estimated $1.36M and leaving 948,847 shares worth $29.9M. The position accounts for 0.01% of the portfolio, ranked #285.

Ken Fisher first reported a position in UCB in Q4 2022 and has held it in 14 quarters since. The position peaked at $34M in Q4 2024. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Ken Fisher held 948,847 shares of United Community Banks worth $29.9M as of Q1 2026.
  • Ken Fisher sold 41,318 United Community Banks shares in Q1 2026, an estimated $1.36M.
  • United Community Banks made up 0.01% of Ken Fisher's portfolio in Q1 2026, its #285 holding.
  • Ken Fisher first reported a position in United Community Banks in Q4 2022 and has held it in 14 quarters since.
  • Ken Fisher's United Community Banks position peaked at $34M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.