NAAA
UCB

New Age Alpha Advisors’s United Community Banks UCB Stock Holding History

New Age Alpha 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
2026
Q2 		$3.82M Buy
108,934
+91,982
+543% +$3.07M 0.16% 152
2026
Q1 		$534K Sell
16,952
-442
-3% -$14.6K 0.02% 492
2025
Q4 		$543K Sell
17,394
-95
-0.5% -$2.93K 0.02% 471
2025
Q3 		$548K Sell
17,489
-314
-2% -$9.93K 0.02% 485
2025
Q2 		$530K Buy
17,803
+578
+3% +$16.1K 0.02% 476
2025
Q1 		$485K Sell
17,225
-97
-0.6% -$3.03K 0.02% 511
2024
Q4 		$560K Buy
+17,322
New +$539K 0.02% 510

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Age Alpha Advisors's UCB Position: Q2 2026 in Review

New Age Alpha Advisors increased its United Community Banks (UCB) stake by 543% in Q2 2026, buying an estimated $3.07M and bringing the position to 108,934 shares worth $3.82M. The position accounts for 0.16% of the portfolio, ranked #152.

New Age Alpha Advisors first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • New Age Alpha Advisors held 108,934 shares of United Community Banks worth $3.82M as of Q2 2026.
  • New Age Alpha Advisors bought 91,982 United Community Banks shares in Q2 2026, an estimated $3.07M.
  • United Community Banks made up 0.16% of New Age Alpha Advisors's portfolio in Q2 2026, its #152 holding.
  • New Age Alpha Advisors first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.