SCA
UCB

Stieven Capital Advisors’s United Community Banks UCB Stock Holding History

Stieven Capital Advisors’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
Q3 		– Sell
-180,000
Closed -$5.36M – 47
2025
Q2 		$5.36M Buy
+180,000
New +$5M 1.05% 33
2021
Q3 		– Sell
-108,767
Closed -$3.48M – 50
2021
Q2 		$3.48M Sell
108,767
-324,085
-75% -$10.9M 0.43% 44
2021
Q1 		$14.8M Buy
432,852
+400
+0.1% +$13.1K 1.84% 25
2020
Q4 		$12.3M Buy
432,452
+157,452
+57% +$3.72M 1.97% 25
2020
Q3 		$4.66M Buy
+275,000
New +$4.95M 1.09% 37
2016
Q1 		– Sell
-248,550
Closed -$4.84M – 76
2015
Q4 		$4.84M Sell
248,550
-142,600
-36% -$2.9M 1.31% 33
2015
Q3 		$8M Sell
391,150
-96,400
-20% -$1.97M 2.31% 10
2015
Q2 		$10.2M Buy
+487,550
New +$9.37M 2.92% 7
2013
Q3 		– Sell
-52,864
Closed -$657K – 60
2013
Q2 		$657K Buy
+52,864
New +$600K 0.31% 54

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Macquarie Group
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

Stieven Capital Advisors's UCB Position: Q3 2025 in Review

Stieven Capital Advisors sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 180,000 shares — an estimated $5.36M sold.

Stieven Capital Advisors first reported a position in UCB in Q2 2013 and held it in 9 quarters. The position peaked at $14.8M in Q1 2021. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • Stieven Capital Advisors reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • Stieven Capital Advisors sold 180,000 United Community Banks shares in Q3 2025, an estimated $5.36M.
  • Stieven Capital Advisors first reported a position in United Community Banks in Q2 2013 and held it in 9 quarters.
  • Stieven Capital Advisors's United Community Banks position peaked at $14.8M in Q1 2021.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Stieven Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.