OAM
UCB

Oppenheimer Asset Management’s United Community Banks UCB Stock Holding History

Oppenheimer Asset 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
Q2 		$1.86M Sell
52,908
-1,067
-2% -$35.6K 0.02% 611
2026
Q1 		$1.7M Sell
53,975
-568
-1% -$18.7K 0.02% 593
2025
Q4 		$1.7M Sell
54,543
-5,399
-9% -$167K 0.02% 541
2025
Q3 		$1.88M Sell
59,942
-504
-0.8% -$15.9K 0.02% 582
2025
Q2 		$1.8M Buy
60,446
+3,630
+6% +$101K 0.02% 592
2025
Q1 		$1.6M Buy
56,816
+898
+2% +$28.1K 0.02% 593
2024
Q4 		$1.81M Sell
55,918
-873
-2% -$27.2K 0.02% 568
2024
Q3 		$1.65M Sell
56,791
-1,127
-2% -$32.4K 0.02% 596
2024
Q2 		$1.47M Buy
57,918
+5,532
+11% +$141K 0.02% 621
2024
Q1 		$1.38M Sell
52,386
-5,322
-9% -$144K 0.02% 598
2023
Q4 		$1.69M Buy
57,708
+6,100
+12% +$156K 0.02% 562
2023
Q3 		$1.31M Buy
51,608
+6,889
+15% +$187K 0.02% 612
2023
Q2 		$1.12M Sell
44,719
-1,046
-2% -$26K 0.02% 671
2023
Q1 		$1.29M Buy
45,765
+3,874
+9% +$122K 0.02% 612
2022
Q4 		$1.42M Sell
41,891
-290
-0.7% -$10.5K 0.02% 577
2022
Q3 		$1.4M Buy
42,181
+9,223
+28% +$307K 0.02% 563
2022
Q2 		$995K Buy
+32,958
New +$1.01M 0.02% 670

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

Oppenheimer Asset Management's UCB Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its United Community Banks (UCB) stake by 2% in Q2 2026, selling an estimated $35.6K and leaving 52,908 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #611.

Oppenheimer Asset Management first reported a position in UCB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.88M in Q3 2025. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Oppenheimer Asset Management held 52,908 shares of United Community Banks worth $1.86M as of Q2 2026.
  • Oppenheimer Asset Management sold 1,067 United Community Banks shares in Q2 2026, an estimated $35.6K.
  • United Community Banks made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #611 holding.
  • Oppenheimer Asset Management first reported a position in United Community Banks in Q2 2022 and has held it in 17 quarters since.
  • Oppenheimer Asset Management's United Community Banks position peaked at $1.88M in Q3 2025.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.