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 $5.7T 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return