RA
UCB

RFG Advisory’s United Community Banks UCB Stock Holding History

RFG Advisory’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 		$220K Buy
7,002
+72
+1% +$2.37K ﹤0.01% 977
2025
Q4 		$216K Hold
6,930
– – ﹤0.01% 928
2025
Q3 		$217K Hold
6,930
– – ﹤0.01% 906
2025
Q2 		$206K Buy
+6,930
New +$192K ﹤0.01% 888
2024
Q3 		– Sell
-9,724
Closed -$248K – 781
2024
Q2 		$248K Buy
9,724
+87
+0.9% +$2.22K 0.01% 639
2024
Q1 		$254K Buy
9,637
+77
+0.8% +$2.08K 0.01% 641
2023
Q4 		$280K Buy
9,560
+86
+0.9% +$2.19K 0.01% 567
2023
Q3 		$241K Buy
9,474
+86
+0.9% +$2.33K 0.01% 561
2023
Q2 		$235K Buy
9,388
+77
+0.8% +$1.91K 0.01% 574
2023
Q1 		$262K Buy
+9,311
New +$294K 0.01% 545

Other funds holding UCB

BlackRock
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
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return