SAM
UCB

Smartleaf Asset Management’s United Community Banks UCB Stock Holding History

Smartleaf Asset 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
Q1 		$108K Sell
3,491
-389
-10% -$12.8K ﹤0.01% 1079
2025
Q4 		$123K Buy
3,880
+372
+11% +$11.5K ﹤0.01% 1070
2025
Q3 		$110K Buy
3,508
+1,719
+96% +$54.4K 0.01% 1013
2025
Q2 		$53.6K Sell
1,789
-1,409
-44% -$39.1K ﹤0.01% 1136
2025
Q1 		$88.9K Sell
3,198
-562
-15% -$17.6K 0.01% 880
2024
Q4 		$121K Buy
3,760
+2,831
+305% +$88K 0.01% 755
2024
Q3 		$26.6K Buy
929
+464
+100% +$13.3K ﹤0.01% 1184
2024
Q2 		$11.7K Buy
+465
New +$11.9K ﹤0.01% 1330

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