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	–	1122
2018 Q2	$1.47K	Buy	+48	New	+$1.56K	﹤0.01%	929

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MassMutual Private Wealth & Trust's UCB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its United Community Banks (UCB) position steady in Q2 2026 at 1,561 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

MassMutual Private Wealth & Trust first reported a position in UCB in Q2 2018 and has held it in 19 quarters since. The position peaked at $58K in Q4 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

MassMutual Private Wealth & Trust held 1,561 shares of United Community Banks worth $54.8K as of Q2 2026.
MassMutual Private Wealth & Trust left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #743 holding.
MassMutual Private Wealth & Trust first reported a position in United Community Banks in Q2 2018 and has held it in 19 quarters since.
MassMutual Private Wealth & Trust's United Community Banks position peaked at $58K in Q4 2022.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.