Marshall Wace
UCB

Marshall Wace’s United Community Banks UCB Stock Holding History

Marshall Wace’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
2025
Q3 		– Sell
-7,748
Closed -$231K – 3516
2025
Q2 		$231K Sell
7,748
-75,116
-91% -$2.09M ﹤0.01% 2415
2025
Q1 		$2.33M Buy
+82,864
New +$2.59M ﹤0.01% 1406
2020
Q3 		– Sell
-75,262
Closed -$1.51M – 1985
2020
Q2 		$1.51M Buy
+75,262
New +$1.44M 0.01% 883
2016
Q3 		– Sell
-281,850
Closed -$5.16M – 1163
2016
Q2 		$5.16M Buy
+281,850
New +$5.44M 0.04% 381
2016
Q1 		– Sell
-110,564
Closed -$2.15M – 1210
2015
Q4 		$2.15M Buy
+110,564
New +$2.25M 0.02% 550
2015
Q3 		– Sell
-117,054
Closed -$2.44M – 1083
2015
Q2 		$2.44M Buy
+117,054
New +$2.25M 0.03% 428

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Marshall Wace's UCB Position: Q3 2025 in Review

Marshall Wace sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 7,748 shares — an estimated $231K sold.

Marshall Wace first reported a position in UCB in Q2 2015 and held it in 6 quarters. The position peaked at $5.16M in Q2 2016. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • Marshall Wace reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 7,748 United Community Banks shares in Q3 2025, an estimated $231K.
  • Marshall Wace first reported a position in United Community Banks in Q2 2015 and held it in 6 quarters.
  • Marshall Wace's United Community Banks position peaked at $5.16M in Q2 2016.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.