OWM
UCB

OneAscent Wealth Management’s United Community Banks UCB Stock Holding History

OneAscent 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
Q1 		$302K Hold
9,575
– – 0.1% 114
2025
Q4 		$299K Hold
9,575
– – 0.1% 114
2025
Q3 		$300K Sell
9,575
-1,215
-11% -$38.4K 0.1% 123
2025
Q2 		$321K Buy
+10,790
New +$300K 0.12% 107
2025
Q1 		– Sell
-10,790
Closed -$349K – 168
2024
Q4 		$349K Hold
10,790
– – 0.14% 91
2024
Q3 		$316K Hold
10,790
– – 0.12% 121
2024
Q2 		$277K Hold
10,790
– – 0.14% 77
2024
Q1 		$286K Hold
10,790
– – 0.11% 131
2023
Q4 		$320K Sell
10,790
-10,000
-48% -$255K 0.13% 109
2023
Q3 		$533K Hold
20,790
– – 0.23% 53
2023
Q2 		$524K Buy
+20,790
New +$516K 0.25% 35

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