LPL Financial
UCB

LPL Financial’s United Community Banks UCB Stock Holding History

LPL Financial’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 		$1.8M Buy
51,159
+1,219
+2% +$40.7K ﹤0.01% 3871
2026
Q1 		$1.57M Sell
49,940
-734
-1% -$24.2K ﹤0.01% 3735
2025
Q4 		$1.58M Buy
50,674
+11,688
+30% +$361K ﹤0.01% 3611
2025
Q3 		$1.22M Buy
38,986
+2,369
+6% +$74.9K ﹤0.01% 3804
2025
Q2 		$1.09M Sell
36,617
-2,688
-7% -$74.7K ﹤0.01% 3672
2025
Q1 		$1.11M Buy
39,305
+744
+2% +$23.3K ﹤0.01% 3468
2024
Q4 		$1.25M Buy
38,561
+4,340
+13% +$135K ﹤0.01% 3300
2024
Q3 		$995K Buy
34,221
+560
+2% +$16.1K ﹤0.01% 3412
2024
Q2 		$857K Buy
33,661
+6,848
+26% +$175K ﹤0.01% 3403
2024
Q1 		$706K Sell
26,813
-14,348
-35% -$387K ﹤0.01% 3481
2023
Q4 		$1.2M Buy
41,161
+624
+2% +$15.9K ﹤0.01% 2886
2023
Q3 		$1.03M Buy
40,537
+16,536
+69% +$448K ﹤0.01% 2864
2023
Q2 		$600K Sell
24,001
-1,220
-5% -$30.3K ﹤0.01% 3277
2023
Q1 		$709K Buy
25,221
+3,581
+17% +$113K ﹤0.01% 3043
2022
Q4 		$731K Buy
21,640
+457
+2% +$16.6K ﹤0.01% 2903
2022
Q3 		$701K Sell
21,183
-7,252
-26% -$241K ﹤0.01% 2832
2022
Q2 		$858K Buy
28,435
+11,548
+68% +$355K ﹤0.01% 2708
2022
Q1 		$588K Buy
16,887
+4,939
+41% +$182K ﹤0.01% 3066
2021
Q4 		$429K Buy
11,948
+1,998
+20% +$69.8K ﹤0.01% 3409
2021
Q3 		$327K Buy
9,950
+644
+7% +$19.3K ﹤0.01% 3588
2021
Q2 		$298K Buy
9,306
+283
+3% +$9.53K ﹤0.01% 3590
2021
Q1 		$308K Buy
9,023
+933
+12% +$30.6K ﹤0.01% 3454
2020
Q4 		$230K Buy
+8,090
New +$191K ﹤0.01% 3418
2020
Q1 		– Sell
-8,763
Closed -$271K – 3445
2019
Q4 		$271K Buy
+8,763
New +$265K ﹤0.01% 2863
2018
Q3 		– Sell
-12,785
Closed -$392K – 3318
2018
Q2 		$392K Buy
12,785
+492
+4% +$16K ﹤0.01% 2412
2018
Q1 		$389K Buy
+12,293
New +$385K ﹤0.01% 2372

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

LPL Financial's UCB Position: Q2 2026 in Review

LPL Financial increased its United Community Banks (UCB) stake by 2.4% in Q2 2026, buying an estimated $40.7K and bringing the position to 51,159 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3871.

LPL Financial first reported a position in UCB in Q1 2018 and has held it in 26 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • LPL Financial held 51,159 shares of United Community Banks worth $1.8M as of Q2 2026.
  • LPL Financial bought 1,219 United Community Banks shares in Q2 2026, an estimated $40.7K.
  • United Community Banks made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3871 holding.
  • LPL Financial first reported a position in United Community Banks in Q1 2018 and has held it in 26 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.