Moody National Bank Trust Division’s United Community Banks UCB Stock Holding History

Moody National Bank Trust Division’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	$932K	Buy	26,568 +3,313	+14%	+$111K	0.08%	250
2026 Q1	$732K	Hold	23,255	–	–	0.07%	273
2025 Q4	$726K	Hold	23,255	–	–	0.07%	270
2025 Q3	$729K	Hold	23,255	–	–	0.06%	302
2025 Q2	$693K	Hold	23,255	–	–	0.06%	297
2025 Q1	$654K	Hold	23,255	–	–	0.07%	306
2024 Q4	$751K	Buy	23,255 +2,974	+15%	+$92.5K	0.08%	285
2024 Q3	$590K	Buy	20,281 +2,797	+16%	+$80.3K	0.06%	319
2024 Q2	$445K	Hold	17,484	–	–	0.03%	328
2024 Q1	$460K	Hold	17,484	–	–	0.04%	339
2023 Q4	$512K	Buy	17,484 +3,248	+23%	+$82.9K	0.04%	329
2023 Q3	$362K	Hold	14,236	–	–	0.02%	467
2023 Q2	$356K	Hold	14,236	–	–	0.02%	470
2023 Q1	$400K	Buy	14,236 +501	+4%	+$15.8K	0.03%	430
2022 Q4	$464K	Sell	13,735 -3,373	-20%	-$122K	0.04%	366
2022 Q3	$566K	Buy	+17,108	New	+$569K	0.06%	300
2019 Q1	–	Sell	-286	Closed	-$6K	–	1399
2018 Q4	$6K	Buy	+286	New	+$7.06K	﹤0.01%	723

Other funds holding UCB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Moody National Bank Trust Division's UCB Position: Q2 2026 in Review

Moody National Bank Trust Division increased its United Community Banks (UCB) stake by 14% in Q2 2026, buying an estimated $111K and bringing the position to 26,568 shares worth $932K. The position accounts for 0.08% of the portfolio, ranked #250.

Moody National Bank Trust Division first reported a position in UCB in Q4 2018 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Moody National Bank Trust Division held 26,568 shares of United Community Banks worth $932K as of Q2 2026.
Moody National Bank Trust Division bought 3,313 United Community Banks shares in Q2 2026, an estimated $111K.
United Community Banks made up 0.08% of Moody National Bank Trust Division's portfolio in Q2 2026, its #250 holding.
Moody National Bank Trust Division first reported a position in United Community Banks in Q4 2018 and has held it in 17 quarters since.
103 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.