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
Q2 		$123K Hold
3,491
– – ﹤0.01% 1057
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 $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

Smartleaf Asset Management's UCB Position: Q2 2026 in Review

Smartleaf Asset Management held its United Community Banks (UCB) position steady in Q2 2026 at 3,491 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Smartleaf Asset Management first reported a position in UCB in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Smartleaf Asset Management held 3,491 shares of United Community Banks worth $123K as of Q2 2026.
  • Smartleaf Asset Management left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1057 holding.
  • Smartleaf Asset Management first reported a position in United Community Banks in Q2 2024 and has held it in 9 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.