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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
Q3 		$52.1K Hold
1,561
– – ﹤0.01% 724
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 – 1122
2018
Q2 		$1.47K Buy
+48
New +$1.56K ﹤0.01% 929

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's UCB Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its United Community Banks (UCB) position steady in Q3 2026 at 1,561 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

MassMutual Private Wealth & Trust first reported a position in UCB in Q2 2018 and has held it in 20 quarters since. The position peaked at $58K in Q4 2022. 14 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • MassMutual Private Wealth & Trust held 1,561 shares of United Community Banks worth $52.1K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its United Community Banks share count unchanged in Q3 2026.
  • United Community Banks made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #724 holding.
  • MassMutual Private Wealth & Trust first reported a position in United Community Banks in Q2 2018 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's United Community Banks position peaked at $58K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.