PS
UCB

Principal Securities’s United Community Banks UCB Stock Holding History

Principal Securities’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
Q4 		– Sell
-88
Closed -$2.76K – 3642
2025
Q3 		$2.76K Sell
88
-1
-1% -$32 ﹤0.01% 3153
2025
Q2 		$2.65K Sell
89
-1
-1% -$28 ﹤0.01% 3057
2025
Q1 		$2.91K Hold
90
– – ﹤0.01% 2945
2024
Q4 		$2.91K Buy
90
+1
+1% +$31 ﹤0.01% 2940
2024
Q3 		$2.59K Buy
89
+14
+19% +$402 ﹤0.01% 2876
2024
Q2 		$1.91K Sell
75
-15
-17% -$383 ﹤0.01% 2925
2024
Q1 		$2.37K Sell
90
-603
-87% -$16.3K ﹤0.01% 2834
2023
Q4 		$20.3K Buy
+693
New +$17.7K ﹤0.01% 1912

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Securities's UCB Position: Q4 2025 in Review

Principal Securities sold out of United Community Banks (UCB) in Q4 2025, closing a stake of 88 shares — an estimated $2.76K sold.

Principal Securities first reported a position in UCB in Q4 2023 and held it in 8 quarters. The position peaked at $20.3K in Q4 2023. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

  • Principal Securities reported no remaining United Community Banks position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 88 United Community Banks shares in Q4 2025, an estimated $2.76K.
  • Principal Securities first reported a position in United Community Banks in Q4 2023 and held it in 8 quarters.
  • Principal Securities's United Community Banks position peaked at $20.3K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.