Osaic Holdings
UCB

Osaic Holdings’s United Community Banks UCB Stock Holding History

Osaic Holdings’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 		$419K Buy
11,927
+7,882
+195% +$263K ﹤0.01% 3812
2026
Q1 		$127K Sell
4,045
-7,890
-66% -$260K ﹤0.01% 4499
2025
Q4 		$373K Buy
11,935
+829
+7% +$25.6K ﹤0.01% 3604
2025
Q3 		$350K Sell
11,106
-21
-0.2% -$664 ﹤0.01% 3724
2025
Q2 		$332K Buy
11,127
+2,401
+28% +$66.7K ﹤0.01% 3505
2025
Q1 		$245K Buy
8,726
+6,906
+379% +$216K ﹤0.01% 3467
2024
Q4 		$58.8K Buy
1,820
+299
+20% +$9.3K ﹤0.01% 4590
2024
Q3 		$44.3K Buy
1,521
+40
+3% +$1.15K ﹤0.01% 4837
2024
Q2 		$37.7K Sell
1,481
-1,057
-42% -$27K ﹤0.01% 4897
2024
Q1 		$66.1K Sell
2,538
-17,930
-88% -$484K ﹤0.01% 4532
2023
Q4 		$599K Sell
20,468
-1,602
-7% -$40.9K ﹤0.01% 3000
2023
Q3 		$561K Buy
22,070
+3,695
+20% +$100K ﹤0.01% 3150
2023
Q2 		$459K Buy
18,375
+1,570
+9% +$39K ﹤0.01% 3216
2023
Q1 		$472K Buy
16,805
+753
+5% +$23.8K ﹤0.01% 3142
2022
Q4 		$542K Buy
16,052
+1,170
+8% +$42.5K ﹤0.01% 2949
2022
Q3 		$492K Buy
14,882
+9,778
+192% +$325K ﹤0.01% 2901
2022
Q2 		$154K Sell
5,104
-394
-7% -$12.1K ﹤0.01% 4046
2022
Q1 		$173K Buy
5,498
+351
+7% +$12.9K ﹤0.01% 4160
2021
Q4 		$186K Buy
5,147
+364
+8% +$12.7K ﹤0.01% 4013
2021
Q3 		$157K Buy
4,783
+1,167
+32% +$35K ﹤0.01% 4121
2021
Q2 		$117K Sell
3,616
-2,779
-43% -$93.6K ﹤0.01% 4358
2021
Q1 		$218K Buy
6,395
+1,764
+38% +$57.9K ﹤0.01% 3659
2020
Q4 		$130K Buy
4,631
+2,124
+85% +$50.1K ﹤0.01% 3856
2020
Q3 		$43K Sell
2,507
-251
-9% -$4.52K ﹤0.01% 4422
2020
Q2 		$55K Buy
2,758
+8
+0.3% +$153 ﹤0.01% 4132
2020
Q1 		$50K Buy
+2,750
New +$71K ﹤0.01% 3974

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

Osaic Holdings's UCB Position: Q2 2026 in Review

Osaic Holdings increased its United Community Banks (UCB) stake by 195% in Q2 2026, buying an estimated $263K and bringing the position to 11,927 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Osaic Holdings first reported a position in UCB in Q1 2020 and has held it in 26 quarters since. The position peaked at $599K in Q4 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Osaic Holdings held 11,927 shares of United Community Banks worth $419K as of Q2 2026.
  • Osaic Holdings bought 7,882 United Community Banks shares in Q2 2026, an estimated $263K.
  • United Community Banks made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3812 holding.
  • Osaic Holdings first reported a position in United Community Banks in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's United Community Banks position peaked at $599K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.