VNIM
UCB

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 372 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.
  • 372 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.