United Community Bank’s Broadridge BR Stock Holding History

United Community Bank’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-334	Closed	-$74.5K	–	570
2025 Q4	$74.5K	Sell	334 -184	-36%	-$42K	0.03%	259
2025 Q3	$123K	Buy	518 +45	+10%	+$11.2K	0.04%	247
2025 Q2	$115K	Buy	473 +5	+1%	+$1.19K	0.04%	238
2025 Q1	$113K	Buy	468 +19	+4%	+$4.47K	0.04%	236
2024 Q4	$102K	Sell	449 -5	-1%	-$1.12K	0.04%	249
2024 Q3	$97.6K	Buy	454 +5	+1%	+$1.05K	0.04%	249
2024 Q2	$88.5K	Sell	449 -10	-2%	-$1.98K	0.04%	267
2024 Q1	$94K	Sell	459 -7	-2%	-$1.41K	0.04%	248
2023 Q4	$95.9K	Hold	466	–	–	0.04%	248
2023 Q3	$83.4K	Hold	466	–	–	0.04%	232
2023 Q2	$77.2K	Sell	466 -5	-1%	-$757	0.07%	159
2023 Q1	$69K	Hold	471	–	–	0.07%	148
2022 Q4	$63.2K	Hold	471	–	–	0.06%	157
2022 Q3	$68K	Hold	471	–	–	0.07%	147
2022 Q2	$67.1K	Hold	471	–	–	0.07%	141
2022 Q1	$73.3K	Sell	471 -45	-9%	-$6.91K	0.07%	140
2021 Q4	$94.3K	Buy	+516	New	+$90.7K	0.09%	120

Other funds holding BR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return