Vaughan Nelson Investment Management’s United Community Banks UCB Stock Holding History

Vaughan Nelson Investment Management’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 Q2	$50.3M	Buy	1,434,797 +349,272	+32%	+$11.7M	0.45%	98
2026 Q1	$34.2M	Buy	+1,085,525	New	+$35.7M	0.34%	114
2023 Q4	–	Sell	-264,402	Closed	-$6.72M	–	278
2023 Q3	$6.72M	Buy	264,402 +4,225	+2%	+$114K	0.08%	158
2023 Q2	$6.5M	Sell	260,177 -201,148	-44%	-$4.99M	0.07%	149
2023 Q1	$13M	Sell	461,325 -173,470	-27%	-$5.48M	0.16%	123
2022 Q4	$21.5M	Sell	634,795 -133,930	-17%	-$4.86M	0.28%	110
2022 Q3	$25.4M	Buy	768,725 +64,680	+9%	+$2.15M	0.37%	83
2022 Q2	$21.3M	Buy	704,045 +18,380	+3%	+$565K	0.29%	101
2022 Q1	$23.9M	Sell	685,665 -149,530	-18%	-$5.51M	0.27%	99
2021 Q4	$30M	Buy	835,195 +27,810	+3%	+$971K	0.31%	99
2021 Q3	$26.5M	Buy	+807,385	New	+$24.2M	0.27%	114
2020 Q2	–	Sell	-1,671,359	Closed	-$30.6M	–	205
2020 Q1	$30.6M	Sell	1,671,359 -246,260	-13%	-$6.36M	0.52%	58
2019 Q4	$59.2M	Buy	1,917,619 +13,177	+0.7%	+$398K	0.74%	44
2019 Q3	$54M	Sell	1,904,442 -152,062	-7%	-$4.17M	0.72%	42
2019 Q2	$58.7M	Sell	2,056,504 -198,300	-9%	-$5.41M	0.78%	39
2019 Q1	$56.2M	Sell	2,254,804 -92,925	-4%	-$2.41M	0.75%	40
2018 Q4	$50.4M	Buy	2,347,729 +18,590	+0.8%	+$459K	0.72%	40
2018 Q3	$65M	Sell	2,329,139 -129,300	-5%	-$3.92M	0.76%	36
2018 Q2	$75.4M	Buy	2,458,439 +394,625	+19%	+$12.8M	0.9%	29
2018 Q1	$65.3M	Buy	2,063,814 +155,114	+8%	+$4.85M	0.8%	32
2017 Q4	$53.7M	Buy	1,908,700 +90,675	+5%	+$2.53M	0.62%	64
2017 Q3	$51.9M	Buy	1,818,025 +154,475	+9%	+$4.17M	0.62%	65
2017 Q2	$46.2M	Buy	+1,663,550	New	+$45M	0.55%	78

Other funds holding UCB

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Vaughan Nelson Investment Management's UCB Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its United Community Banks (UCB) stake by 32% in Q2 2026, buying an estimated $11.7M and bringing the position to 1,434,797 shares worth $50.3M. The position accounts for 0.45% of the portfolio, ranked #98.

Vaughan Nelson Investment Management first reported a position in UCB in Q2 2017 and has held it in 23 quarters since. The position peaked at $75.4M in Q2 2018. 67 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Vaughan Nelson Investment Management held 1,434,797 shares of United Community Banks worth $50.3M as of Q2 2026.
Vaughan Nelson Investment Management bought 349,272 United Community Banks shares in Q2 2026, an estimated $11.7M.
United Community Banks made up 0.45% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #98 holding.
Vaughan Nelson Investment Management first reported a position in United Community Banks in Q2 2017 and has held it in 23 quarters since.
Vaughan Nelson Investment Management's United Community Banks position peaked at $75.4M in Q2 2018.
67 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.