Raymond James Financial

Raymond James Financial’s United Community Banks UCB Stock Holding History

Raymond James Financial’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	$9.21M	Sell	292,596 -3,562	-1%	-$117K	﹤0.01%	2092
2025 Q4	$9.25M	Sell	296,158 -7,568	-2%	-$234K	﹤0.01%	2030
2025 Q3	$9.52M	Sell	303,726 -25,421	-8%	-$804K	﹤0.01%	1957
2025 Q2	$9.81M	Buy	329,147 +28,633	+10%	+$795K	﹤0.01%	1885
2025 Q1	$8.45M	Buy	300,514 +31,999	+12%	+$1M	﹤0.01%	1948
2024 Q4	$8.68M	Buy	+268,515	New	+$8.35M	﹤0.01%	1944

Other funds holding UCB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group

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

EARNEST Partners

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

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return