PWAM
UCB

Private Wealth Asset Management’s United Community Banks UCB Stock Holding History

Private Wealth Asset 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
2026
Q1 		– Sell
-10
Closed -$312 – 1154
2025
Q4 		$312 Hold
10
– – ﹤0.01% 928
2025
Q3 		$314 Hold
10
– – ﹤0.01% 921
2025
Q2 		$298 Hold
10
– – ﹤0.01% 915
2025
Q1 		$281 Buy
+10
New +$313 ﹤0.01% 1038

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Asset Management's UCB Position: Q1 2026 in Review

Private Wealth Asset Management sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 10 shares — an estimated $312 sold.

Private Wealth Asset Management first reported a position in UCB in Q1 2025 and held it in 4 quarters. The position peaked at $314 in Q3 2025. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Private Wealth Asset Management reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 10 United Community Banks shares in Q1 2026, an estimated $312.
  • Private Wealth Asset Management first reported a position in United Community Banks in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's United Community Banks position peaked at $314 in Q3 2025.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.