Mariner

Mariner’s United Community Banks UCB Stock Holding History

Mariner’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	$1.69M	Buy	53,669 +443	+0.8%	+$14.6K	﹤0.01%	1618
2025 Q4	$1.66M	Sell	53,226 -1,253	-2%	-$38.7K	﹤0.01%	1609
2025 Q3	$1.71M	Sell	54,479 -1,561	-3%	-$49.4K	﹤0.01%	1534
2025 Q2	$1.67M	Sell	56,040 -722	-1%	-$20.1K	﹤0.01%	1460
2025 Q1	$1.6M	Sell	56,762 -1,342	-2%	-$42K	﹤0.01%	1365
2024 Q4	$1.88M	Buy	58,104 +892	+2%	+$27.7K	﹤0.01%	1253
2024 Q3	$1.66M	Sell	57,212 -353	-0.6%	-$10.1K	﹤0.01%	1295
2024 Q2	$1.47M	Buy	57,565 +166	+0.3%	+$4.24K	﹤0.01%	1276
2024 Q1	$1.51M	Sell	57,399 -1,419	-2%	-$38.3K	﹤0.01%	1253
2023 Q4	$1.72M	Buy	58,818 +229	+0.4%	+$5.85K	﹤0.01%	1126
2023 Q3	$1.49M	Sell	58,589 -763	-1%	-$20.7K	﹤0.01%	1122
2023 Q2	$1.48M	Sell	59,352 -408	-0.7%	-$10.1K	﹤0.01%	1097
2023 Q1	$1.68M	Buy	59,760 +2,243	+4%	+$70.9K	﹤0.01%	1035
2022 Q4	$1.94M	Sell	57,517 -1,563	-3%	-$56.7K	0.01%	943
2022 Q3	$1.96M	Buy	59,080 +1,378	+2%	+$45.8K	0.01%	778
2022 Q2	$1.74M	Buy	57,702 +879	+2%	+$27K	0.01%	747
2022 Q1	$1.98M	Buy	+56,823	New	+$2.09M	0.01%	727

Other funds holding UCB

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return