Massachusetts Financial Services
UCB

Massachusetts Financial Services’s United Community Banks UCB Stock Holding History

Massachusetts Financial Services’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 		$49.3M Buy
1,406,300
+154,043
+12% +$5.15M 0.02% 494
2026
Q1 		$39.4M Buy
1,252,257
+56,941
+5% +$1.87M 0.01% 505
2025
Q4 		$37.3M Sell
1,195,316
-77,306
-6% -$2.39M 0.01% 529
2025
Q3 		$39.9M Sell
1,272,622
-188,520
-13% -$5.96M 0.01% 508
2025
Q2 		$43.5M Sell
1,461,142
-395,918
-21% -$11M 0.01% 497
2025
Q1 		$52.2M Sell
1,857,060
-15,258
-0.8% -$477K 0.02% 452
2024
Q4 		$60.5M Sell
1,872,318
-47,750
-2% -$1.49M 0.02% 437
2024
Q3 		$55.8M Buy
1,920,068
+34,704
+2% +$996K 0.02% 454
2024
Q2 		$48M Buy
1,885,364
+78,270
+4% +$2M 0.01% 459
2024
Q1 		$47.6M Buy
1,807,094
+29,188
+2% +$788K 0.01% 464
2023
Q4 		$52M Buy
1,777,906
+5,848
+0.3% +$149K 0.02% 444
2023
Q3 		$45M Buy
1,772,058
+265,356
+18% +$7.19M 0.02% 454
2023
Q2 		$37.7M Buy
1,506,702
+423,472
+39% +$10.5M 0.01% 481
2023
Q1 		$30.5M Buy
1,083,230
+30,666
+3% +$969K 0.01% 504
2022
Q4 		$35.6M Sell
1,052,564
-263,965
-20% -$9.58M 0.01% 491
2022
Q3 		$43.6M Sell
1,316,529
-216,623
-14% -$7.2M 0.02% 466
2022
Q2 		$46.3M Buy
1,533,152
+44,297
+3% +$1.36M 0.02% 462
2022
Q1 		$51.8M Buy
1,488,855
+1,039,312
+231% +$38.3M 0.02% 477
2021
Q4 		$16.2M Buy
449,543
+282,941
+170% +$9.88M ﹤0.01% 625
2021
Q3 		$5.47M Buy
166,602
+462
+0.3% +$13.8K ﹤0.01% 706
2021
Q2 		$5.32M Buy
166,140
+5,304
+3% +$179K ﹤0.01% 708
2021
Q1 		$5.49M Buy
+160,836
New +$5.28M ﹤0.01% 687
2014
Q3 		– Sell
-43,070
Closed -$705K – 910
2014
Q2 		$705K Sell
43,070
-1,620
-4% -$27.1K ﹤0.01% 825
2014
Q1 		$867K Sell
44,690
-3,030
-6% -$53.9K ﹤0.01% 772
2013
Q4 		$847K Sell
47,720
-3,540
-7% -$58.6K ﹤0.01% 760
2013
Q3 		$768K Buy
+51,260
New +$744K ﹤0.01% 756

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

Massachusetts Financial Services's UCB Position: Q2 2026 in Review

Massachusetts Financial Services increased its United Community Banks (UCB) stake by 12% in Q2 2026, buying an estimated $5.15M and bringing the position to 1,406,300 shares worth $49.3M. The position accounts for 0.02% of the portfolio, ranked #494.

Massachusetts Financial Services first reported a position in UCB in Q3 2013 and has held it in 26 quarters since. The position peaked at $60.5M in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Massachusetts Financial Services held 1,406,300 shares of United Community Banks worth $49.3M as of Q2 2026.
  • Massachusetts Financial Services bought 154,043 United Community Banks shares in Q2 2026, an estimated $5.15M.
  • United Community Banks made up 0.02% of Massachusetts Financial Services's portfolio in Q2 2026, its #494 holding.
  • Massachusetts Financial Services first reported a position in United Community Banks in Q3 2013 and has held it in 26 quarters since.
  • Massachusetts Financial Services's United Community Banks position peaked at $60.5M in Q4 2024.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.