SG
UCB

StoneX Group’s United Community Banks UCB Stock Holding History

StoneX Group’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
Q1 		– Sell
-32,518
Closed -$1.02M – 1268
2025
Q4 		$1.02M Sell
32,518
-3,337
-9% -$103K 0.04% 343
2025
Q3 		$1.13M Sell
35,855
-2,588
-7% -$81.8K 0.05% 322
2025
Q2 		$1.16M Sell
38,443
-5,976
-13% -$166K 0.06% 289
2025
Q1 		$1.26M Buy
44,419
+2,371
+6% +$74.2K 0.07% 244
2024
Q4 		$1.37M Sell
42,048
-15,132
-26% -$471K 0.08% 223
2024
Q3 		$1.68M Sell
57,180
-23,640
-29% -$679K 0.12% 148
2024
Q2 		$2.08M Sell
80,820
-4,535
-5% -$116K 0.17% 107
2024
Q1 		$2.27M Sell
85,355
-93,134
-52% -$2.51M 0.2% 98
2023
Q4 		$5.27M Sell
178,489
-40,231
-18% -$1.03M 0.52% 30
2023
Q3 		$5.61M Sell
218,720
-16,560
-7% -$449K 0.61% 28
2023
Q2 		$5.92M Buy
235,280
+96,503
+70% +$2.39M 0.61% 31
2023
Q1 		$3.92M Buy
+138,777
New +$4.39M 0.43% 39
2022
Q1 		– Sell
-6,335
Closed -$229K – 698
2021
Q4 		$229K Buy
+6,335
New +$221K 0.03% 477
2021
Q3 		– Sell
-6,282
Closed -$202K – 516
2021
Q2 		$202K Buy
6,282
+146
+2% +$4.92K 0.03% 449
2021
Q1 		$210K Buy
+6,136
New +$202K 0.04% 388

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

StoneX Group's UCB Position: Q1 2026 in Review

StoneX Group sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 32,518 shares — an estimated $1.02M sold.

StoneX Group first reported a position in UCB in Q1 2021 and held it in 15 quarters. The position peaked at $5.92M in Q2 2023. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • StoneX Group reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 32,518 United Community Banks shares in Q1 2026, an estimated $1.02M.
  • StoneX Group first reported a position in United Community Banks in Q1 2021 and held it in 15 quarters.
  • StoneX Group's United Community Banks position peaked at $5.92M in Q2 2023.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.