OC
UCB

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
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
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
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return