MWM
UCB

Modera Wealth Management’s United Community Banks UCB Stock Holding History

Modera Wealth Management’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
Q3 		– Sell
-6,948
Closed -$207K – 673
2025
Q2 		$207K Buy
+6,948
New +$193K ﹤0.01% 621
2025
Q1 		– Sell
-7,039
Closed -$227K – 640
2024
Q4 		$227K Buy
7,039
+33
+0.5% +$1.03K ﹤0.01% 570
2024
Q3 		$204K Buy
+7,006
New +$201K ﹤0.01% 584
2024
Q1 		– Sell
-15,445
Closed -$452K – 581
2023
Q4 		$452K Buy
15,445
+6,562
+74% +$168K 0.01% 391
2023
Q3 		$226K Sell
8,883
-617
-6% -$16.7K ﹤0.01% 496
2023
Q2 		$237K Buy
+9,500
New +$236K ﹤0.01% 503

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Modera Wealth Management's UCB Position: Q3 2025 in Review

Modera Wealth Management sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 6,948 shares — an estimated $207K sold.

Modera Wealth Management first reported a position in UCB in Q2 2023 and held it in 6 quarters. The position peaked at $452K in Q4 2023. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • Modera Wealth Management reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 6,948 United Community Banks shares in Q3 2025, an estimated $207K.
  • Modera Wealth Management first reported a position in United Community Banks in Q2 2023 and held it in 6 quarters.
  • Modera Wealth Management's United Community Banks position peaked at $452K in Q4 2023.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.