Rise Advisors’s United Community Banks UCB Stock Holding History

Rise Advisors’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 Q4	–	Sell	-18	Closed	-$564	–	1500
2025 Q3	$564	Hold	18	–	–	﹤0.01%	1386
2025 Q2	$536	Buy	+18	New	+$500	﹤0.01%	1398

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's UCB Position: Q4 2025 in Review

Rise Advisors sold out of United Community Banks (UCB) in Q4 2025, closing a stake of 18 shares — an estimated $564 sold.

Rise Advisors first reported a position in UCB in Q2 2025 and held it in 2 quarters. The position peaked at $564 in Q3 2025. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

Rise Advisors reported no remaining United Community Banks position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 18 United Community Banks shares in Q4 2025, an estimated $564.
Rise Advisors first reported a position in United Community Banks in Q2 2025 and held it in 2 quarters.
Rise Advisors's United Community Banks position peaked at $564 in Q3 2025.
336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.