SS
UCB

Steve Schonfeld’s United Community Banks UCB Stock Holding History

Steve Schonfeld’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 		$6.14M Buy
175,106
+110,107
+169% +$3.68M 0.02% 568
2026
Q1 		$2.05M Buy
64,999
+51,664
+387% +$1.7M 0.01% 816
2025
Q4 		$416K Buy
+13,335
New +$412K ﹤0.01% 1463
2024
Q3 		– Sell
-9,186
Closed -$234K – 2497
2024
Q2 		$234K Sell
9,186
-8,904
-49% -$227K ﹤0.01% 1763
2024
Q1 		$476K Buy
+18,090
New +$488K ﹤0.01% 1494

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

Steve Schonfeld's UCB Position: Q2 2026 in Review

Steve Schonfeld increased its United Community Banks (UCB) stake by 169% in Q2 2026, buying an estimated $3.68M and bringing the position to 175,106 shares worth $6.14M. The position accounts for 0.02% of the portfolio, ranked #568.

Steve Schonfeld first reported a position in UCB in Q1 2024 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Steve Schonfeld held 175,106 shares of United Community Banks worth $6.14M as of Q2 2026.
  • Steve Schonfeld bought 110,107 United Community Banks shares in Q2 2026, an estimated $3.68M.
  • United Community Banks made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #568 holding.
  • Steve Schonfeld first reported a position in United Community Banks in Q1 2024 and has held it in 5 quarters since.
  • 369 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.