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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
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
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30.48%
1-Year Est. Return
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1-Year Est. Return
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Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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$4.04T AUM
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
EARNEST Partners
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$24.3B AUM
34.41%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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