MCM
UCB

MAI Capital Management’s United Community Banks UCB Stock Holding History

MAI Capital Management’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 		– Sell
-4,362
Closed -$137K – 4890
2026
Q1 		$137K Buy
4,362
+96
+2% +$3.16K ﹤0.01% 1671
2025
Q4 		$133K Buy
4,266
+65
+2% +$2.01K ﹤0.01% 1494
2025
Q3 		$132K Sell
4,201
-930
-18% -$29.4K ﹤0.01% 1431
2025
Q2 		$153K Sell
5,131
-164
-3% -$4.56K ﹤0.01% 1298
2025
Q1 		$149K Hold
5,295
– – ﹤0.01% 1237
2024
Q4 		$171K Buy
+5,295
New +$165K ﹤0.01% 1200
2022
Q2 		– Sell
-5,851
Closed -$204K – 978
2022
Q1 		$204K Buy
+5,851
New +$215K ﹤0.01% 824

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

MAI Capital Management's UCB Position: Q2 2026 in Review

MAI Capital Management sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 4,362 shares — an estimated $137K sold.

MAI Capital Management first reported a position in UCB in Q1 2022 and held it in 7 quarters. The position peaked at $204K in Q1 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • MAI Capital Management reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 4,362 United Community Banks shares in Q2 2026, an estimated $137K.
  • MAI Capital Management first reported a position in United Community Banks in Q1 2022 and held it in 7 quarters.
  • MAI Capital Management's United Community Banks position peaked at $204K in Q1 2022.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.