RF
UCB

Rossby Financial’s United Community Banks UCB Stock Holding History

Rossby 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
Q2 		$3.4K Hold
97
– – ﹤0.01% 1582
2026
Q1 		$3.1K Buy
97
+79
+439% +$2.6K ﹤0.01% 1665
2025
Q4 		$562 Buy
18
+4
+29% +$123 ﹤0.01% 1623
2025
Q3 		$433 Buy
+14
New +$443 ﹤0.01% 1385

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

Rossby Financial's UCB Position: Q2 2026 in Review

Rossby Financial held its United Community Banks (UCB) position steady in Q2 2026 at 97 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Rossby Financial first reported a position in UCB in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Rossby Financial held 97 shares of United Community Banks worth $3.4K as of Q2 2026.
  • Rossby Financial left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1582 holding.
  • Rossby Financial first reported a position in United Community Banks in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.