WCM
UCB

WealthTrak Capital Management’s United Community Banks UCB Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-10
Closed -$298 – 931
2025
Q2 		$298 Hold
10
– – ﹤0.01% 765
2025
Q1 		$282 Sell
10
-5
-33% -$156 ﹤0.01% 781
2024
Q4 		$485 Buy
+15
New +$467 ﹤0.01% 585

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

WealthTrak Capital Management's UCB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 10 shares — an estimated $298 sold.

WealthTrak Capital Management first reported a position in UCB in Q4 2024 and held it in 3 quarters. The position peaked at $485 in Q4 2024. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 United Community Banks shares in Q3 2025, an estimated $298.
  • WealthTrak Capital Management first reported a position in United Community Banks in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's United Community Banks position peaked at $485 in Q4 2024.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.