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 Buy
+42,048
New +$1.31M 0.08% 223
2022
Q1 		– Sell
-6,335
Closed -$229K – 655
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return