ODG
UCB

O'Dell Group’s United Community Banks UCB Stock Holding History

O'Dell Group’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
2025
Q2 		– Sell
-12,280
Closed -$345K – 36
2025
Q1 		$345K Hold
12,280
– – 0.09% 31
2024
Q4 		$397K Hold
12,280
– – 0.09% 61
2024
Q3 		$357K Sell
12,280
-59,677
-83% -$1.71M 0.08% 63
2024
Q2 		$1.89M Hold
71,957
– – 0.46% 23
2024
Q1 		$1.89M Sell
71,957
-2,548
-3% -$68.8K 0.46% 23
2023
Q4 		$2.18M Sell
74,505
-15,503
-17% -$396K 0.57% 19
2023
Q3 		$2.29M Sell
90,008
-25,070
-22% -$679K 0.7% 18
2023
Q2 		$2.88M Hold
115,078
– – 0.82% 16
2023
Q1 		$3.24M Buy
+115,078
New +$3.64M 1.04% 15

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

O'Dell Group's UCB Position: Q2 2025 in Review

O'Dell Group sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 12,280 shares — an estimated $345K sold.

O'Dell Group first reported a position in UCB in Q1 2023 and held it in 9 quarters. The position peaked at $3.24M in Q1 2023. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

  • O'Dell Group reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
  • O'Dell Group sold 12,280 United Community Banks shares in Q2 2025, an estimated $345K.
  • O'Dell Group first reported a position in United Community Banks in Q1 2023 and held it in 9 quarters.
  • O'Dell Group's United Community Banks position peaked at $3.24M in Q1 2023.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on O'Dell Group's 13F filing for Q2 2025, filed 6 Aug 2025.