Pathstone Holdings
UCB

Pathstone Holdings’s United Community Banks UCB Stock Holding History

Pathstone 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 		$509K Sell
14,486
-973
-6% -$32.5K ﹤0.01% 1870
2026
Q1 		$487K Sell
15,459
-288
-2% -$9.48K ﹤0.01% 1762
2025
Q4 		$492K Sell
15,747
-604
-4% -$18.6K ﹤0.01% 1753
2025
Q3 		$513K Buy
16,351
+1,158
+8% +$36.6K ﹤0.01% 1759
2025
Q2 		$453K Sell
15,193
-2,168
-12% -$60.2K ﹤0.01% 1762
2025
Q1 		$489K Buy
17,361
+290
+2% +$9.07K ﹤0.01% 1723
2024
Q4 		$552K Sell
17,071
-1,189
-7% -$37K ﹤0.01% 1679
2024
Q3 		$531K Sell
18,260
-933
-5% -$26.8K ﹤0.01% 1701
2024
Q2 		$489K Buy
19,193
+926
+5% +$23.6K ﹤0.01% 1703
2024
Q1 		$481K Buy
+18,267
New +$493K ﹤0.01% 1695

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

Pathstone Holdings's UCB Position: Q2 2026 in Review

Pathstone Holdings reduced its United Community Banks (UCB) stake by 6.3% in Q2 2026, selling an estimated $32.5K and leaving 14,486 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Pathstone Holdings first reported a position in UCB in Q1 2024 and has held it in 10 quarters since. The position peaked at $552K in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Pathstone Holdings held 14,486 shares of United Community Banks worth $509K as of Q2 2026.
  • Pathstone Holdings sold 973 United Community Banks shares in Q2 2026, an estimated $32.5K.
  • United Community Banks made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1870 holding.
  • Pathstone Holdings first reported a position in United Community Banks in Q1 2024 and has held it in 10 quarters since.
  • Pathstone Holdings's United Community Banks position peaked at $552K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

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