Mackenzie Financial
UCB

Mackenzie Financial’s United Community Banks UCB Stock Holding History

Mackenzie 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
Q1 		– Sell
-7,659
Closed -$242K – 1787
2025
Q4 		$242K Sell
7,659
-19,523
-72% -$603K ﹤0.01% 1467
2025
Q3 		$852K Buy
27,182
+19,523
+255% +$617K ﹤0.01% 1111
2025
Q2 		$228K Hold
7,659
– – ﹤0.01% 1501
2025
Q1 		$215K Hold
7,659
– – ﹤0.01% 1488
2024
Q4 		$247K Hold
7,659
– – ﹤0.01% 1461
2024
Q3 		$223K Buy
+7,659
New +$220K ﹤0.01% 1332
2023
Q1 		– Sell
-6,589
Closed -$223K – 1626
2022
Q4 		$223K Sell
6,589
-348
-5% -$12.6K ﹤0.01% 1206
2022
Q3 		$230K Sell
6,937
-308
-4% -$10.2K ﹤0.01% 1194
2022
Q2 		$219K Buy
7,245
+1,363
+23% +$41.9K ﹤0.01% 1243
2022
Q1 		$205K Buy
+5,882
New +$217K ﹤0.01% 1294

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