OSAM
UCB

O'Shaughnessy Asset Management’s United Community Banks UCB Stock Holding History

O'Shaughnessy 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 		– Sell
-7,521
Closed -$237K – 2855
2026
Q1 		$237K Buy
+7,521
New +$248K ﹤0.01% 1913
2025
Q4 		– Sell
-7,049
Closed -$221K – 2764
2025
Q3 		$221K Buy
+7,049
New +$223K ﹤0.01% 1917
2021
Q4 		– Sell
-91
Closed -$3K – 2550
2021
Q3 		$3K Sell
91
-56
-38% -$1.68K ﹤0.01% 2443
2021
Q2 		$5K Buy
+147
New +$4.95K ﹤0.01% 2160
2020
Q1 		– Sell
-220
Closed -$7K – 1869
2019
Q4 		$7K Buy
+220
New +$6.65K ﹤0.01% 1392
2018
Q1 		– Sell
-7,739
Closed -$218K – 1016
2017
Q4 		$218K Sell
7,739
-11,044
-59% -$308K 0.01% 516
2017
Q3 		$536K Sell
18,783
-27,255
-59% -$736K 0.01% 354
2017
Q2 		$1.28M Sell
46,038
-3,882
-8% -$105K 0.03% 258
2017
Q1 		$1.38M Buy
49,920
+17,953
+56% +$511K 0.03% 248
2016
Q4 		$947K Buy
+31,967
New +$801K 0.02% 281
2015
Q1 		– Sell
-17,352
Closed -$327K – 1147
2014
Q4 		$327K Sell
17,352
-25,541
-60% -$450K 0.01% 457
2014
Q3 		$704K Sell
42,893
-109,610
-72% -$1.82M 0.01% 373
2014
Q2 		$2.5M Sell
152,503
-40,512
-21% -$679K 0.05% 234
2014
Q1 		$3.74M Sell
193,015
-5,390
-3% -$95.8K 0.07% 184
2013
Q4 		$3.51M Buy
198,405
+78,713
+66% +$1.3M 0.07% 183
2013
Q3 		$1.79M Buy
+119,692
New +$1.74M 0.04% 249

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

O'Shaughnessy Asset Management's UCB Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 7,521 shares — an estimated $237K sold.

O'Shaughnessy Asset Management first reported a position in UCB in Q3 2013 and held it in 16 quarters. The position peaked at $3.74M in Q1 2014. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 7,521 United Community Banks shares in Q2 2026, an estimated $237K.
  • O'Shaughnessy Asset Management first reported a position in United Community Banks in Q3 2013 and held it in 16 quarters.
  • O'Shaughnessy Asset Management's United Community Banks position peaked at $3.74M in Q1 2014.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

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