OQS
UCB

Occudo Quantitative Strategies’s United Community Banks UCB Stock Holding History

Occudo Quantitative Strategies’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 		$2.34M Buy
66,558
+27,395
+70% +$915K 0.12% 236
2026
Q1 		$1.31M Buy
39,163
+26,950
+221% +$887K 0.07% 347
2025
Q4 		$381K Buy
+12,213
New +$377K 0.03% 446
2025
Q2 		– Sell
-10,500
Closed -$292K – 944
2025
Q1 		$292K Buy
+10,500
New +$328K 0.04% 477
2023
Q4 		– Sell
-17,830
Closed -$453K – 1264
2023
Q3 		$453K Sell
17,830
-2,024
-10% -$54.8K 0.06% 536
2023
Q2 		$496K Sell
19,854
-25,297
-56% -$628K 0.05% 561
2023
Q1 		$1.27M Buy
+45,151
New +$1.43M 0.12% 265
2021
Q4 		– Sell
-16,289
Closed -$535K – 1281
2021
Q3 		$535K Buy
+16,289
New +$488K 0.06% 512

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

Occudo Quantitative Strategies's UCB Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its United Community Banks (UCB) stake by 70% in Q2 2026, buying an estimated $915K and bringing the position to 66,558 shares worth $2.34M. The position accounts for 0.12% of the portfolio, ranked #236.

Occudo Quantitative Strategies first reported a position in UCB in Q3 2021 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Occudo Quantitative Strategies held 66,558 shares of United Community Banks worth $2.34M as of Q2 2026.
  • Occudo Quantitative Strategies bought 27,395 United Community Banks shares in Q2 2026, an estimated $915K.
  • United Community Banks made up 0.12% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #236 holding.
  • Occudo Quantitative Strategies first reported a position in United Community Banks in Q3 2021 and has held it in 8 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.