Orion Portfolio Solutions’s United Community Banks UCB Stock Holding History

Orion Portfolio Solutions’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 Q1	–	Sell	-7,183	Closed	-$232K	–	1996
2024 Q4	$232K	Sell	7,183 -22	-0.3%	-$684	﹤0.01%	1680
2024 Q3	$210K	Buy	+7,205	New	+$207K	﹤0.01%	1693
2024 Q2	–	Sell	-8,987	Closed	-$237K	–	1822
2024 Q1	$237K	Buy	8,987 +193	+2%	+$5.21K	﹤0.01%	1555
2023 Q4	$259K	Buy	8,794 +204	+2%	+$5.21K	﹤0.01%	1470
2023 Q3	$218K	Sell	8,590 -111	-1%	-$3.01K	﹤0.01%	1517
2023 Q2	$217K	Buy	8,701 +157	+2%	+$3.9K	﹤0.01%	1527
2023 Q1	$240K	Buy	+8,544	New	+$270K	﹤0.01%	1431
2020 Q3	–	Sell	-1,907	Closed	-$38K	–	2119
2020 Q2	$38K	Buy	1,907 +9	+0.5%	+$172	﹤0.01%	777
2020 Q1	$35K	Sell	1,898 -793	-29%	-$20.5K	﹤0.01%	678
2019 Q4	$83K	Buy	+2,691	New	+$81.3K	0.01%	449

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orion Portfolio Solutions's UCB Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 7,183 shares — an estimated $232K sold.

Orion Portfolio Solutions first reported a position in UCB in Q4 2019 and held it in 10 quarters. The position peaked at $259K in Q4 2023. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

Orion Portfolio Solutions reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 7,183 United Community Banks shares in Q1 2025, an estimated $232K.
Orion Portfolio Solutions first reported a position in United Community Banks in Q4 2019 and held it in 10 quarters.
Orion Portfolio Solutions's United Community Banks position peaked at $259K in Q4 2023.
300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.