WS
UCB

Wedbush Securities’s United Community Banks UCB Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-7,201
Closed -$233K – 1194
2024
Q4 		$233K Hold
7,201
– – 0.01% 954
2024
Q3 		$209K Buy
+7,201
New +$207K 0.01% 981
2024
Q1 		– Sell
-8,418
Closed -$246K – 1287
2023
Q4 		$246K Buy
8,418
+97
+1% +$2.48K 0.01% 863
2023
Q3 		$211K Buy
+8,321
New +$225K 0.01% 896

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wedbush Securities's UCB Position: Q1 2025 in Review

Wedbush Securities sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 7,201 shares — an estimated $233K sold.

Wedbush Securities first reported a position in UCB in Q3 2023 and held it in 4 quarters. The position peaked at $246K in Q4 2023. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

  • Wedbush Securities reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 7,201 United Community Banks shares in Q1 2025, an estimated $233K.
  • Wedbush Securities first reported a position in United Community Banks in Q3 2023 and held it in 4 quarters.
  • Wedbush Securities's United Community Banks position peaked at $246K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.