UCB
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United Community Bank’s LPL Financial LPLA Stock Holding History

United Community Bank’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Buy
440
+25
+6% +$8.39K 0.04% 244
2025
Q4 		$148K Sell
415
-250
-38% -$88.4K 0.06% 194
2025
Q3 		$221K Buy
665
+95
+17% +$34.4K 0.07% 202
2025
Q2 		$214K Buy
570
+5
+0.9% +$1.75K 0.07% 184
2025
Q1 		$185K Sell
565
-5
-0.9% -$1.74K 0.07% 191
2024
Q4 		$186K Sell
570
-10
-2% -$2.96K 0.07% 184
2024
Q3 		$135K Sell
580
-35
-6% -$7.89K 0.05% 221
2024
Q2 		$172K Sell
615
-15
-2% -$4.07K 0.07% 200
2024
Q1 		$166K Sell
630
-15
-2% -$3.79K 0.06% 202
2023
Q4 		$147K Hold
645
– – 0.06% 210
2023
Q3 		$153K Hold
645
– – 0.08% 175
2023
Q2 		$140K Hold
645
– – 0.12% 109
2023
Q1 		$131K Hold
645
– – 0.12% 105
2022
Q4 		$139K Sell
645
-10
-2% -$2.34K 0.13% 100
2022
Q3 		$143K Hold
655
– – 0.15% 94
2022
Q2 		$121K Buy
+655
New +$124K 0.13% 99

Other funds holding LPLA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return