Rafferty Asset Management
UCB

Rafferty Asset Management’s United Community Banks UCB Stock Holding History

Rafferty 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
Q2 		$2.45M Sell
69,744
-27,746
-28% -$927K 0.01% 593
2026
Q1 		$3.07M Buy
97,490
+13
+0% +$428 0.01% 512
2025
Q4 		$3.04M Sell
97,477
-19,541
-17% -$603K 0.01% 555
2025
Q3 		$3.67M Buy
117,018
+7,473
+7% +$236K 0.01% 505
2025
Q2 		$3.26M Buy
109,545
+9,786
+10% +$272K 0.01% 488
2025
Q1 		$2.81M Sell
99,759
-11,280
-10% -$353K 0.01% 491
2024
Q4 		$3.59M Buy
111,039
+3,864
+4% +$120K 0.01% 478
2024
Q3 		$3.12M Sell
107,175
-65,159
-38% -$1.87M 0.01% 528
2024
Q2 		$4.39M Buy
172,334
+20,292
+13% +$518K 0.02% 449
2024
Q1 		$4M Sell
152,042
-5,701
-4% -$154K 0.01% 516
2023
Q4 		$4.62M Buy
157,743
+72,582
+85% +$1.85M 0.02% 459
2023
Q3 		$2.16M Sell
85,161
-42,938
-34% -$1.16M 0.01% 589
2023
Q2 		$3.2M Buy
128,099
+58,778
+85% +$1.46M 0.02% 506
2023
Q1 		$1.95M Buy
69,321
+34,739
+100% +$1.1M 0.01% 621
2022
Q4 		$1.17M Buy
34,582
+5,299
+18% +$192K 0.01% 722
2022
Q3 		$969K Sell
29,283
-9,904
-25% -$329K 0.01% 693
2022
Q2 		$1.18M Sell
39,187
-61,736
-61% -$1.9M 0.01% 590
2022
Q1 		$3.51M Buy
100,923
+46,638
+86% +$1.72M 0.02% 467
2021
Q4 		$1.95M Buy
54,285
+6,231
+13% +$218K 0.01% 672
2021
Q3 		$1.58M Sell
48,054
-14,765
-24% -$443K 0.01% 693
2021
Q2 		$2.01M Sell
62,819
-8,178
-12% -$275K 0.01% 682
2021
Q1 		$2.42M Buy
70,997
+53,345
+302% +$1.75M 0.02% 574
2020
Q4 		$502K Sell
17,652
-7,439
-30% -$176K ﹤0.01% 685
2020
Q3 		$425K Buy
25,091
+4,475
+22% +$80.5K 0.01% 733
2020
Q2 		$415K Buy
+20,616
New +$395K 0.01% 753
2019
Q3 		– Sell
-88,013
Closed -$2.51M – 856
2019
Q2 		$2.51M Buy
88,013
+4,652
+6% +$127K 0.04% 297
2019
Q1 		$2.08M Buy
+83,361
New +$2.16M 0.03% 372

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rafferty Asset Management's UCB Position: Q2 2026 in Review

Rafferty Asset Management reduced its United Community Banks (UCB) stake by 28% in Q2 2026, selling an estimated $927K and leaving 69,744 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #593.

Rafferty Asset Management first reported a position in UCB in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.62M in Q4 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Rafferty Asset Management held 69,744 shares of United Community Banks worth $2.45M as of Q2 2026.
  • Rafferty Asset Management sold 27,746 United Community Banks shares in Q2 2026, an estimated $927K.
  • United Community Banks made up 0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #593 holding.
  • Rafferty Asset Management first reported a position in United Community Banks in Q1 2019 and has held it in 27 quarters since.
  • Rafferty Asset Management's United Community Banks position peaked at $4.62M in Q4 2023.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.