Stifel Financial
UCB

Stifel Financial’s United Community Banks UCB Stock Holding History

Stifel Financial’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
-31,172
Closed -$929K – 3670
2025
Q2 		$929K Sell
31,172
-239
-0.8% -$6.64K ﹤0.01% 2382
2025
Q1 		$884K Sell
31,411
-8,996
-22% -$281K ﹤0.01% 2319
2024
Q4 		$1.31M Buy
40,407
+9
+0% +$280 ﹤0.01% 2073
2024
Q3 		$1.17M Buy
40,398
+7,756
+24% +$223K ﹤0.01% 2122
2024
Q2 		$831K Sell
32,642
-7,150
-18% -$182K ﹤0.01% 2297
2024
Q1 		$1.05M Buy
39,792
+31,522
+381% +$851K ﹤0.01% 2156
2023
Q4 		$242K Sell
8,270
-2,071
-20% -$52.9K ﹤0.01% 2964
2023
Q3 		$263K Sell
10,341
-10,904
-51% -$295K ﹤0.01% 2860
2023
Q2 		$531K Sell
21,245
-437
-2% -$10.8K ﹤0.01% 2481
2023
Q1 		$610K Buy
21,682
+420
+2% +$13.3K ﹤0.01% 2406
2022
Q4 		$719K Buy
21,262
+8,011
+60% +$291K ﹤0.01% 2253
2022
Q3 		$439K Sell
13,251
-101
-0.8% -$3.36K ﹤0.01% 2504
2022
Q2 		$403K Sell
13,352
-3,066
-19% -$94.3K ﹤0.01% 2593
2022
Q1 		$572K Sell
16,418
-2,582
-14% -$95.1K ﹤0.01% 2496
2021
Q4 		$683K Buy
19,000
+618
+3% +$21.6K ﹤0.01% 2410
2021
Q3 		$603K Buy
18,382
+66
+0.4% +$1.98K ﹤0.01% 2466
2021
Q2 		$586K Buy
18,316
+864
+5% +$29.1K ﹤0.01% 2491
2021
Q1 		$595K Buy
17,452
+1,157
+7% +$38K ﹤0.01% 2369
2020
Q4 		$463K Buy
16,295
+3,028
+23% +$71.5K ﹤0.01% 2375
2020
Q3 		$225K Sell
13,267
-932
-7% -$16.8K ﹤0.01% 2560
2020
Q2 		$286K Sell
14,199
-576
-4% -$11K ﹤0.01% 2393
2020
Q1 		$287K Sell
14,775
-545,402
-97% -$14.1M ﹤0.01% 2215
2019
Q4 		$17.3M Sell
560,177
-84,476
-13% -$2.55M 0.04% 407
2019
Q3 		$18.3M Sell
644,653
-31,774
-5% -$871K 0.05% 345
2019
Q2 		$19.3M Buy
676,427
+100,918
+18% +$2.76M 0.05% 335
2019
Q1 		$14.4M Buy
575,509
+51,767
+10% +$1.34M 0.04% 413
2018
Q4 		$11.2M Buy
523,742
+104,151
+25% +$2.57M 0.04% 453
2018
Q3 		$11.7M Sell
419,591
-186,264
-31% -$5.64M 0.03% 474
2018
Q2 		$18.6M Buy
605,855
+19,647
+3% +$640K 0.06% 324
2018
Q1 		$18.6M Buy
586,208
+36,496
+7% +$1.14M 0.06% 323
2017
Q4 		$15.5M Buy
549,712
+104,813
+24% +$2.92M 0.05% 374
2017
Q3 		$12.7M Buy
444,899
+24,996
+6% +$675K 0.04% 415
2017
Q2 		$11.7M Buy
419,903
+61,423
+17% +$1.66M 0.04% 422
2017
Q1 		$9.93M Buy
358,480
+65,100
+22% +$1.85M 0.04% 467
2016
Q4 		$8.69M Buy
+293,380
New +$7.35M 0.04% 466
2015
Q3 		– Sell
-27,463
Closed -$573K – 2386
2015
Q2 		$573K Sell
27,463
-7,475
-21% -$144K ﹤0.01% 1620
2015
Q1 		$660K Sell
34,938
-332
-0.9% -$6.13K ﹤0.01% 1478
2014
Q4 		$668K Buy
35,270
+1,860
+6% +$32.8K ﹤0.01% 1474
2014
Q3 		$549K Buy
33,410
+13,110
+65% +$218K ﹤0.01% 1464
2014
Q2 		$332K Buy
+20,300
New +$340K ﹤0.01% 1720

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Stifel Financial's UCB Position: Q3 2025 in Review

Stifel Financial sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 31,172 shares — an estimated $929K sold.

Stifel Financial first reported a position in UCB in Q2 2014 and held it in 40 quarters. The position peaked at $19.3M in Q2 2019. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • Stifel Financial reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 31,172 United Community Banks shares in Q3 2025, an estimated $929K.
  • Stifel Financial first reported a position in United Community Banks in Q2 2014 and held it in 40 quarters.
  • Stifel Financial's United Community Banks position peaked at $19.3M in Q2 2019.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.