Rockefeller Capital Management
UCB

Rockefeller Capital Management’s United Community Banks UCB Stock Holding History

Rockefeller Capital 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 		$273K Buy
7,783
+132
+2% +$4.41K ﹤0.01% 2433
2026
Q1 		$241K Buy
7,651
+4
+0.1% +$132 ﹤0.01% 2385
2025
Q4 		$239K Sell
7,647
-497
-6% -$15.3K ﹤0.01% 2274
2025
Q3 		$255K Buy
+8,144
New +$258K ﹤0.01% 2104
2024
Q4 		– Sell
-122,767
Closed -$3.57M – 1734
2024
Q3 		$3.57M Sell
122,767
-234,946
-66% -$6.74M 0.01% 807
2024
Q2 		$9.11M Sell
357,713
-22,641
-6% -$578K 0.03% 544
2024
Q1 		$10M Buy
380,354
+84,350
+28% +$2.28M 0.03% 503
2023
Q4 		$8.66M Sell
296,004
-85,871
-22% -$2.19M 0.03% 502
2023
Q3 		$9.7M Sell
381,875
-630
-0.2% -$17.1K 0.04% 426
2023
Q2 		$9.56M Buy
382,505
+70,124
+22% +$1.74M 0.04% 440
2023
Q1 		$8.78M Sell
312,381
-5,685
-2% -$180K 0.04% 450
2022
Q4 		$10.8M Buy
318,066
+2,106
+0.7% +$76.4K 0.05% 344
2022
Q3 		$10.5M Sell
315,960
-2,784
-0.9% -$92.6K 0.05% 346
2022
Q2 		$9.62M Sell
318,744
-5,581
-2% -$172K 0.05% 358
2022
Q1 		$11.3M Buy
324,325
+75,959
+31% +$2.8M 0.05% 332
2021
Q4 		$8.93M Buy
248,366
+6,574
+3% +$230K 0.04% 373
2021
Q3 		$7.93M Buy
241,792
+55,661
+30% +$1.67M 0.04% 359
2021
Q2 		$5.96M Buy
186,131
+185,971
+116,232% +$6.26M 0.03% 407
2021
Q1 		$5K Buy
160
+6
+4% +$197 ﹤0.01% 2915
2020
Q4 		$4K Sell
154
-478
-76% -$11.3K ﹤0.01% 2522
2020
Q3 		$10K Buy
632
+510
+418% +$9.18K ﹤0.01% 2027
2020
Q2 		$2K Sell
122
-37
-23% -$709 ﹤0.01% 2378
2020
Q1 		$3K Sell
159
-330
-67% -$8.52K ﹤0.01% 2129
2019
Q4 		$15K Buy
489
+33
+7% +$997 ﹤0.01% 1495
2019
Q3 		$13K Sell
456
-27
-6% -$740 ﹤0.01% 1353
2019
Q2 		$14K Sell
483
-271
-36% -$7.4K ﹤0.01% 1131
2019
Q1 		$19K Buy
+754
New +$19.6K ﹤0.01% 1270

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

Rockefeller Capital Management's UCB Position: Q2 2026 in Review

Rockefeller Capital Management increased its United Community Banks (UCB) stake by 1.7% in Q2 2026, buying an estimated $4.41K and bringing the position to 7,783 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Rockefeller Capital Management first reported a position in UCB in Q1 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q1 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Rockefeller Capital Management held 7,783 shares of United Community Banks worth $273K as of Q2 2026.
  • Rockefeller Capital Management bought 132 United Community Banks shares in Q2 2026, an estimated $4.41K.
  • United Community Banks made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2433 holding.
  • Rockefeller Capital Management first reported a position in United Community Banks in Q1 2019 and has held it in 27 quarters since.
  • Rockefeller Capital Management's United Community Banks position peaked at $11.3M in Q1 2022.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.