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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return