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
Q2 		$10.1K Buy
289
+8
+3% +$267 ﹤0.01% 1869
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 $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

Rothschild Investment LLC's UCB Position: Q2 2026 in Review

Rothschild Investment LLC increased its United Community Banks (UCB) stake by 2.8% in Q2 2026, buying an estimated $267 and bringing the position to 289 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Rothschild Investment LLC first reported a position in UCB in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Rothschild Investment LLC held 289 shares of United Community Banks worth $10.1K as of Q2 2026.
  • Rothschild Investment LLC bought 8 United Community Banks shares in Q2 2026, an estimated $267.
  • United Community Banks made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1869 holding.
  • Rothschild Investment LLC first reported a position in United Community Banks in Q1 2024 and has held it in 10 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.