Private Trust Company’s United Community Banks UCB Stock Holding History

Private Trust Company’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 Q3	–	Sell	-140	Closed	-$4.17K	–	2687
2025 Q2	$4.17K	Hold	140	–	–	﹤0.01%	2114
2025 Q1	$3.94K	Hold	140	–	–	﹤0.01%	2114
2024 Q4	$4.52K	Hold	140	–	–	﹤0.01%	2013
2024 Q3	$4.07K	Hold	140	–	–	﹤0.01%	2012
2024 Q2	$3.56K	Hold	140	–	–	﹤0.01%	2038
2024 Q1	$3.69K	Hold	140	–	–	﹤0.01%	2008
2023 Q4	$4.1K	Hold	140	–	–	﹤0.01%	1993
2023 Q3	$3.56K	Hold	140	–	–	﹤0.01%	1980
2023 Q2	$3.5K	Hold	140	–	–	﹤0.01%	1982
2023 Q1	$3.94K	Hold	140	–	–	﹤0.01%	1925
2022 Q4	$5K	Hold	140	–	–	﹤0.01%	1826
2022 Q3	$5K	Hold	140	–	–	﹤0.01%	1698
2022 Q2	$4K	Buy	+140	New	+$4.31K	﹤0.01%	1840

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Private Trust Company's UCB Position: Q3 2025 in Review

Private Trust Company sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 140 shares — an estimated $4.17K sold.

Private Trust Company first reported a position in UCB in Q2 2022 and held it in 13 quarters. The position peaked at $5K in Q4 2022. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

Private Trust Company reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
Private Trust Company sold 140 United Community Banks shares in Q3 2025, an estimated $4.17K.
Private Trust Company first reported a position in United Community Banks in Q2 2022 and held it in 13 quarters.
Private Trust Company's United Community Banks position peaked at $5K in Q4 2022.
303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.