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
Q2 		$290K Hold
8,266
– – 0.02% 295
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 $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

Patten & Patten's UCB Position: Q2 2026 in Review

Patten & Patten held its United Community Banks (UCB) position steady in Q2 2026 at 8,266 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #295.

Patten & Patten first reported a position in UCB in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Patten & Patten held 8,266 shares of United Community Banks worth $290K as of Q2 2026.
  • Patten & Patten left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #295 holding.
  • Patten & Patten first reported a position in United Community Banks in Q1 2024 and has held it in 10 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.