RIL
UCB

Rothschild Investment LLC’s United Community Banks UCB Stock Holding History

Rothschild Investment LLC’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 		$8.85K Buy
281
+100
+55% +$3.29K ﹤0.01% 1750
2025
Q4 		$5.65K Sell
181
-9
-5% -$278 ﹤0.01% 1824
2025
Q3 		$5.96K Sell
190
-60
-24% -$1.9K ﹤0.01% 1635
2025
Q2 		$7.45K Buy
250
+20
+9% +$556 ﹤0.01% 1326
2025
Q1 		$6.47K Buy
230
+45
+24% +$1.41K ﹤0.01% 1324
2024
Q4 		$5.98K Buy
185
+65
+54% +$2.02K ﹤0.01% 1286
2024
Q3 		$3.49K Buy
120
+50
+71% +$1.44K ﹤0.01% 1436
2024
Q2 		$1.78K Buy
70
+60
+600% +$1.53K ﹤0.01% 1433
2024
Q1 		$263 Buy
+10
New +$270 ﹤0.01% 1622

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