MPWT
UCB

MassMutual Private Wealth & Trust’s United Community Banks UCB Stock Holding History

MassMutual Private Wealth & Trust’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 		$54.8K Hold
1,561
– – ﹤0.01% 743
2026
Q1 		$49.2K Hold
1,561
– – ﹤0.01% 776
2025
Q4 		$48.7K Hold
1,561
– – ﹤0.01% 796
2025
Q3 		$48.9K Sell
1,561
-7
-0.4% -$221 ﹤0.01% 811
2025
Q2 		$46.7K Sell
1,568
-14
-0.9% -$389 ﹤0.01% 806
2025
Q1 		$44.5K Hold
1,582
– – ﹤0.01% 763
2024
Q4 		$51.1K Buy
1,582
+13
+0.8% +$404 ﹤0.01% 739
2024
Q3 		$45.6K Hold
1,569
– – ﹤0.01% 678
2024
Q2 		$39.9K Buy
1,569
+8
+0.5% +$204 ﹤0.01% 689
2024
Q1 		$41.1K Hold
1,561
– – ﹤0.01% 660
2023
Q4 		$45.7K Sell
1,561
-24
-2% -$613 ﹤0.01% 625
2023
Q3 		$40.3K Buy
1,585
+24
+2% +$650 ﹤0.01% 644
2023
Q2 		$39K Sell
1,561
-9
-0.6% -$223 ﹤0.01% 600
2023
Q1 		$44.1K Sell
1,570
-149
-9% -$4.71K ﹤0.01% 550
2022
Q4 		$58K Buy
1,719
+9
+0.5% +$327 ﹤0.01% 467
2022
Q3 		$57K Hold
1,710
– – ﹤0.01% 453
2022
Q2 		$52K Buy
1,710
+149
+10% +$4.58K ﹤0.01% 464
2022
Q1 		$54K Buy
+1,561
New +$57.5K ﹤0.01% 460
2018
Q3 		– Sell
-48
Closed -$1.47K – 1128
2018
Q2 		$1.47K Buy
+48
New +$1.56K ﹤0.01% 929

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return