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 – 1786
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mackenzie Financial's UCB Position: Q1 2026 in Review

Mackenzie Financial sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 7,659 shares — an estimated $242K sold.

Mackenzie Financial first reported a position in UCB in Q1 2022 and held it in 10 quarters. The position peaked at $852K in Q3 2025. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Mackenzie Financial reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 7,659 United Community Banks shares in Q1 2026, an estimated $242K.
  • Mackenzie Financial first reported a position in United Community Banks in Q1 2022 and held it in 10 quarters.
  • Mackenzie Financial's United Community Banks position peaked at $852K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.