TFS
UCB

Thoroughbred Financial Services’s United Community Banks UCB Stock Holding History

Thoroughbred Financial Services’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
-6,703
Closed -$210K – 607
2025
Q3 		$210K Buy
+6,703
New +$212K 0.01% 546
2025
Q2 		– Sell
-35,281
Closed -$992K – 720
2025
Q1 		$992K Buy
35,281
+228
+0.7% +$7.13K 0.06% 294
2024
Q4 		$1.13M Buy
35,053
+257
+0.7% +$7.99K 0.07% 265
2024
Q3 		$1.01M Buy
34,796
+269
+0.8% +$7.72K 0.07% 272
2024
Q2 		$879K Buy
34,527
+24,828
+256% +$634K 0.06% 288
2024
Q1 		$255K Sell
9,699
-27,135
-74% -$733K 0.02% 403
2023
Q4 		$1.08M Buy
36,834
+285
+0.8% +$7.28K 0.09% 221
2023
Q3 		$928K Buy
+36,549
New +$990K 0.09% 226

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

Thoroughbred Financial Services's UCB Position: Q4 2025 in Review

Thoroughbred Financial Services sold out of United Community Banks (UCB) in Q4 2025, closing a stake of 6,703 shares — an estimated $210K sold.

Thoroughbred Financial Services first reported a position in UCB in Q3 2023 and held it in 8 quarters. The position peaked at $1.13M in Q4 2024. 336 funds tracked by Wall St. Rank hold UCB as of Q4 2025.

  • Thoroughbred Financial Services reported no remaining United Community Banks position as of Q4 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 6,703 United Community Banks shares in Q4 2025, an estimated $210K.
  • Thoroughbred Financial Services first reported a position in United Community Banks in Q3 2023 and held it in 8 quarters.
  • Thoroughbred Financial Services's United Community Banks position peaked at $1.13M in Q4 2024.
  • 336 funds tracked by Wall St. Rank held United Community Banks as of Q4 2025.

Based on Thoroughbred Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.