PCM
UCB

Prelude Capital Management’s United Community Banks UCB Stock Holding History

Prelude Capital Management’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
2025
Q2 		– Sell
-7,110
Closed -$200K – 1448
2025
Q1 		$200K Buy
+7,110
New +$222K 0.02% 950
2020
Q4 		– Sell
-1,341
Closed -$23K – 2097
2020
Q3 		$23K Buy
1,341
+820
+157% +$14.8K ﹤0.01% 1309
2020
Q2 		$10K Buy
521
+386
+286% +$7.39K ﹤0.01% 1583
2020
Q1 		$2K Buy
+135
New +$3.48K ﹤0.01% 1322
2019
Q2 		– Sell
-307
Closed -$8K – 2211
2019
Q1 		$8K Buy
+307
New +$7.97K ﹤0.01% 1557
2016
Q4 		– Sell
-5,900
Closed -$124K – 1821
2016
Q3 		$124K Buy
5,900
+3,500
+146% +$69.4K 0.01% 744
2016
Q2 		$44K Buy
+2,400
New +$46.4K 0.01% 1061
2014
Q4 		– Sell
-5,600
Closed -$92K – 2192
2014
Q3 		$92K Buy
+5,600
New +$93.2K 0.01% 1126
2014
Q2 		– Sell
-3,400
Closed -$66K – 2211
2014
Q1 		$66K Buy
+3,400
New +$60.5K 0.01% 1186
2013
Q4 		– Sell
-7,698
Closed -$115K – 1965
2013
Q3 		$115K Buy
+7,698
New +$112K 0.02% 731

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Prelude Capital Management's UCB Position: Q2 2025 in Review

Prelude Capital Management sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 7,110 shares — an estimated $200K sold.

Prelude Capital Management first reported a position in UCB in Q3 2013 and held it in 10 quarters. The position peaked at $200K in Q1 2025. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

  • Prelude Capital Management reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 7,110 United Community Banks shares in Q2 2025, an estimated $200K.
  • Prelude Capital Management first reported a position in United Community Banks in Q3 2013 and held it in 10 quarters.
  • Prelude Capital Management's United Community Banks position peaked at $200K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.