Mendon Capital Advisors’s United Community Banks UCB Stock Holding History

Mendon Capital Advisors’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 Q2	–	Sell	-25,000	Closed	-$703K	–	59
2025 Q1	$703K	Buy	+25,000	New	+$782K	0.33%	48
2024 Q3	–	Sell	-30,000	Closed	-$764K	–	54
2024 Q2	$764K	Hold	30,000	–	–	0.42%	43
2024 Q1	$790K	Hold	30,000	–	–	0.42%	42
2023 Q4	$878K	Buy	+30,000	New	+$766K	0.36%	49
2022 Q1	$3.48M	Buy	+100,000	New	+$3.68M	1.15%	33
2020 Q1	–	Sell	-68,241	Closed	-$2.11M	–	70
2019 Q4	$2.11M	Hold	68,241	–	–	0.36%	41
2019 Q3	$1.94M	Sell	68,241 -34,718	-34%	-$952K	0.33%	48
2019 Q2	$2.94M	Hold	102,959	–	–	0.46%	42
2019 Q1	$2.57M	Hold	102,959	–	–	0.31%	54
2018 Q4	$2.21M	Hold	102,959	–	–	0.26%	69
2018 Q3	$2.87M	Hold	102,959	–	–	0.25%	83
2018 Q2	$3.16M	Buy	102,959 +1,013	+1%	+$33K	0.27%	82
2018 Q1	$3.23M	Buy	+101,946	New	+$3.19M	0.29%	77
2016 Q3	–	Sell	-206,551	Closed	-$3.78M	–	119
2016 Q2	$3.78M	Buy	206,551 +87,395	+73%	+$1.69M	0.39%	64
2016 Q1	$2.2M	Sell	119,156 -87,930	-42%	-$1.56M	0.28%	86
2015 Q4	$4.04M	Hold	207,086	–	–	0.54%	66
2015 Q3	$4.23M	Buy	+207,086	New	+$4.23M	1.18%	30

Other funds holding UCB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Mendon Capital Advisors's UCB Position: Q2 2025 in Review

Mendon Capital Advisors sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 25,000 shares — an estimated $703K sold.

Mendon Capital Advisors first reported a position in UCB in Q3 2015 and held it in 17 quarters. The position peaked at $4.23M in Q3 2015. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

Mendon Capital Advisors reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
Mendon Capital Advisors sold 25,000 United Community Banks shares in Q2 2025, an estimated $703K.
Mendon Capital Advisors first reported a position in United Community Banks in Q3 2015 and held it in 17 quarters.
Mendon Capital Advisors's United Community Banks position peaked at $4.23M in Q3 2015.
303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Mendon Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.