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

Private Wealth Management Group’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	-72	Closed	-$2.03K	–	1616
2025 Q1	$2.03K	Hold	72	–	–	﹤0.01%	1050
2024 Q4	$2.33K	Hold	72	–	–	﹤0.01%	1030
2024 Q3	$2.09K	Hold	72	–	–	﹤0.01%	1045
2024 Q2	$1.83K	Sell	72 -46	-39%	-$1.17K	﹤0.01%	1082
2024 Q1	$3.11K	Buy	118 +72	+157%	+$1.94K	﹤0.01%	795
2023 Q4	$1.35K	Buy	+46	New	+$1.17K	﹤0.01%	1156

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 Wealth Management Group's UCB Position: Q2 2025 in Review

Private Wealth Management Group sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 72 shares — an estimated $2.03K sold.

Private Wealth Management Group first reported a position in UCB in Q4 2023 and held it in 6 quarters. The position peaked at $3.11K in Q1 2024. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

Private Wealth Management Group reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 72 United Community Banks shares in Q2 2025, an estimated $2.03K.
Private Wealth Management Group first reported a position in United Community Banks in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's United Community Banks position peaked at $3.11K in Q1 2024.
303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.