SWGC
UCB

Summit Wealth Group (Colorado)’s United Community Banks UCB Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-668
Closed -$216K – 668
2025
Q3 		$216K Buy
+668
New +$21.1K 0.02% 447

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 $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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UCB Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of United Community Banks (UCB) in Q4 2025, closing a stake of 668 shares — an estimated $216K sold.

Summit Wealth Group (Colorado) first reported a position in UCB in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining United Community Banks position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 668 United Community Banks shares in Q4 2025, an estimated $216K.
  • Summit Wealth Group (Colorado) first reported a position in United Community Banks in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s United Community Banks position peaked at $216K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.