United Community Bank’s Moelis & Co MC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-205	Closed	-$14.6K	–	614
2025 Q3	$14.6K	Buy	+205	New	+$14.6K	﹤0.01%	444

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Community Bank's MC Position: Q4 2025 in Review

United Community Bank sold out of Moelis & Co (MC) in Q4 2025, closing a stake of 205 shares — an estimated $14.6K sold.

United Community Bank first reported a position in MC in Q3 2025 and held it in 1 quarter. The position peaked at $14.6K in Q3 2025. 399 funds tracked by Wall St. Rank hold MC as of Q4 2025.

United Community Bank reported no remaining Moelis & Co position as of Q4 2025 after selling out during the quarter.
United Community Bank sold 205 Moelis & Co shares in Q4 2025, an estimated $14.6K.
United Community Bank first reported a position in Moelis & Co in Q3 2025 and held it in 1 quarter.
United Community Bank's Moelis & Co position peaked at $14.6K in Q3 2025.
399 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2025.

Based on United Community Bank's 13F filing for Q4 2025, filed 30 Jan 2026.