Stephens Consulting’s United Community Banks UCB Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-45	Closed	-$1.27K	–	2058
2025 Q1	$1.27K	Buy	+45	New	+$1.41K	﹤0.01%	550
2024 Q3	–	Sell	-60	Closed	-$1.53K	–	667
2024 Q2	$1.53K	Buy	+60	New	+$1.53K	﹤0.01%	543

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Stephens Consulting's UCB Position: Q2 2025 in Review

Stephens Consulting sold out of United Community Banks (UCB) in Q2 2025, closing a stake of 45 shares — an estimated $1.27K sold.

Stephens Consulting first reported a position in UCB in Q2 2024 and held it in 2 quarters. The position peaked at $1.53K in Q2 2024. 303 funds tracked by Wall St. Rank hold UCB as of Q2 2025.

Stephens Consulting reported no remaining United Community Banks position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 45 United Community Banks shares in Q2 2025, an estimated $1.27K.
Stephens Consulting first reported a position in United Community Banks in Q2 2024 and held it in 2 quarters.
Stephens Consulting's United Community Banks position peaked at $1.53K in Q2 2024.
303 funds tracked by Wall St. Rank held United Community Banks as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.