LFA
UCB

LGT Financial Advisors’s United Community Banks UCB Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-665
Closed -$21.5K – 746
2024
Q4 		$21.5K Hold
665
– – 0.05% 299
2024
Q3 		$19.3K Hold
665
– – 0.05% 291
2024
Q2 		$16.9K Hold
665
– – 0.04% 349
2024
Q1 		$17.5K Hold
665
– – 0.02% 383
2023
Q4 		$19.5K Hold
665
– – 0.02% 359
2023
Q3 		$16.9K Buy
+665
New +$18K 0.02% 381

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LGT Financial Advisors's UCB Position: Q1 2025 in Review

LGT Financial Advisors sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 665 shares — an estimated $21.5K sold.

LGT Financial Advisors first reported a position in UCB in Q3 2023 and held it in 6 quarters. The position peaked at $21.5K in Q4 2024. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

  • LGT Financial Advisors reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 665 United Community Banks shares in Q1 2025, an estimated $21.5K.
  • LGT Financial Advisors first reported a position in United Community Banks in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's United Community Banks position peaked at $21.5K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.