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 Q2	$321K	Sell	9,156 -1,043	-10%	-$34.8K	﹤0.01%	1801
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northwestern Mutual Wealth Management's UCB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its United Community Banks (UCB) stake by 10% in Q2 2026, selling an estimated $34.8K and leaving 9,156 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Northwestern Mutual Wealth Management first reported a position in UCB in Q2 2019 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Northwestern Mutual Wealth Management held 9,156 shares of United Community Banks worth $321K as of Q2 2026.
Northwestern Mutual Wealth Management sold 1,043 United Community Banks shares in Q2 2026, an estimated $34.8K.
United Community Banks made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1801 holding.
Northwestern Mutual Wealth Management first reported a position in United Community Banks in Q2 2019 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 Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.