PWM
UCB

Parkworth Wealth Management’s United Community Banks UCB Stock Holding History

Parkworth Wealth 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
2025
Q2 		$119 Sell
4
-1
-20% -$28 ﹤0.01% 1090
2025
Q1 		$141 Buy
5
+3
+150% +$94 ﹤0.01% 837
2024
Q4 		$65 Buy
+2
New +$62 ﹤0.01% 1108

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Parkworth Wealth Management's UCB Position: Q2 2025 in Review

Parkworth Wealth Management reduced its United Community Banks (UCB) stake by 20% in Q2 2025, selling an estimated $28 and leaving 4 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Parkworth Wealth Management first reported a position in UCB in Q4 2024 and has held it in 3 quarters since. The position peaked at $141 in Q1 2025. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of United Community Banks worth $119 as of Q2 2025.
  • Parkworth Wealth Management sold 1 United Community Banks share in Q2 2025, an estimated $28.
  • United Community Banks made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1090 holding.
  • Parkworth Wealth Management first reported a position in United Community Banks in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's United Community Banks position peaked at $141 in Q1 2025.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.