P
UCB

&Partners’s United Community Banks UCB Stock Holding History

&Partners’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 		$695K Sell
19,808
-218
-1% -$7.28K ﹤0.01% 1640
2026
Q1 		$631K Buy
20,026
+50
+0.3% +$1.65K ﹤0.01% 1566
2025
Q4 		$624K Buy
19,976
+1,136
+6% +$35.1K ﹤0.01% 1494
2025
Q3 		$591K Buy
18,840
+72
+0.4% +$2.28K ﹤0.01% 1360
2025
Q2 		$559K Buy
18,768
+1,688
+10% +$46.9K ﹤0.01% 1299
2025
Q1 		$475K Buy
17,080
+545
+3% +$17K 0.01% 1155
2024
Q4 		$533K Buy
+16,535
New +$514K 0.01% 1048

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

&Partners's UCB Position: Q2 2026 in Review

&Partners reduced its United Community Banks (UCB) stake by 1.1% in Q2 2026, selling an estimated $7.28K and leaving 19,808 shares worth $695K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

&Partners first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • &Partners held 19,808 shares of United Community Banks worth $695K as of Q2 2026.
  • &Partners sold 218 United Community Banks shares in Q2 2026, an estimated $7.28K.
  • United Community Banks made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1640 holding.
  • &Partners first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.