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
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 $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