PP
UCB

Patten & Patten’s United Community Banks UCB Stock Holding History

Patten & Patten’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 		$260K Hold
8,266
– – 0.02% 301
2025
Q4 		$258K Buy
8,266
+375
+5% +$11.6K 0.02% 306
2025
Q3 		$247K Hold
7,891
– – 0.01% 307
2025
Q2 		$235K Hold
7,891
– – 0.02% 295
2025
Q1 		$222K Hold
7,891
– – 0.01% 300
2024
Q4 		$255K Hold
7,891
– – 0.02% 280
2024
Q3 		$229K Hold
7,891
– – 0.02% 290
2024
Q2 		$201K Hold
7,891
– – 0.01% 298
2024
Q1 		$208K Buy
+7,891
New +$213K 0.01% 296

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