UB
UCB

UMB Bank’s United Community Banks UCB Stock Holding History

UMB Bank’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 		$20.4K Hold
647
– – ﹤0.01% 1594
2025
Q4 		$20.2K Buy
647
+280
+76% +$8.64K ﹤0.01% 1562
2025
Q3 		$11.5K Buy
367
+90
+32% +$2.85K ﹤0.01% 1625
2025
Q2 		$8.25K Sell
277
-274
-50% -$7.61K ﹤0.01% 1675
2025
Q1 		$15.5K Buy
551
+220
+66% +$6.88K ﹤0.01% 1406
2024
Q4 		$10.7K Hold
331
– – ﹤0.01% 1449
2024
Q3 		$9.63K Buy
331
+171
+107% +$4.91K ﹤0.01% 1500
2024
Q2 		$4.07K Buy
160
+105
+191% +$2.68K ﹤0.01% 1499
2024
Q1 		$1.45K Buy
+55
New +$1.49K ﹤0.01% 1638

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