Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management’s United Community Banks UCB Stock Holding History

Northwestern Mutual 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
2026 Q1	$321K	Buy	+10,199	New	+$336K	﹤0.01%	1720
2025 Q1	–	Sell	-168	Closed	-$5.43K	–	3994
2024 Q4	$5.43K	Buy	+168	New	+$5.22K	﹤0.01%	2927
2024 Q2	–	Sell	-2	Closed	-$53	–	3860
2024 Q1	$53	Buy	+2	New	+$54	﹤0.01%	3468
2023 Q3	–	Sell	-58	Closed	-$1.45K	–	3566
2023 Q2	$1.45K	Buy	+58	New	+$1.44K	﹤0.01%	3038
2022 Q2	–	Sell	-206	Closed	-$7K	–	3521
2022 Q1	$7K	Buy	+206	New	+$7.58K	﹤0.01%	2652
2019 Q3	–	Sell	-96	Closed	-$3K	–	2715
2019 Q2	$3K	Buy	+96	New	+$2.62K	﹤0.01%	2263

Other funds holding UCB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return