Oakworth Capital’s United Community Banks UCB Stock Holding History

Oakworth Capital’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	–	Sell	-2,770	Closed	-$87.2K	–	955
2026 Q1	$87.2K	Sell	2,770 -929	-25%	-$30.6K	﹤0.01%	378
2025 Q4	$115K	Hold	3,699	–	–	0.01%	323
2025 Q3	$116K	Hold	3,699	–	–	0.01%	321
2025 Q2	$110K	Sell	3,699 -1,845	-33%	-$51.3K	0.01%	276
2025 Q1	$156K	Hold	5,544	–	–	0.01%	238
2024 Q4	$179K	Hold	5,544	–	–	0.01%	224
2024 Q3	$161K	Hold	5,544	–	–	0.01%	228
2024 Q2	$141K	Hold	5,544	–	–	0.01%	234
2024 Q1	$146K	Hold	5,544	–	–	0.01%	219
2023 Q4	$162K	Hold	5,544	–	–	0.01%	212
2023 Q3	$141K	Hold	5,544	–	–	0.01%	202
2023 Q2	$139K	Buy	+5,544	New	+$138K	0.01%	209

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

Oakworth Capital's UCB Position: Q2 2026 in Review

Oakworth Capital sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 2,770 shares — an estimated $87.2K sold.

Oakworth Capital first reported a position in UCB in Q2 2023 and held it in 12 quarters. The position peaked at $179K in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Oakworth Capital reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
Oakworth Capital sold 2,770 United Community Banks shares in Q2 2026, an estimated $87.2K.
Oakworth Capital first reported a position in United Community Banks in Q2 2023 and held it in 12 quarters.
Oakworth Capital's United Community Banks position peaked at $179K in Q4 2024.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.