WAM
UCB

Weiss Asset Management’s United Community Banks UCB Stock Holding History

Weiss Asset 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
Q1 		– Sell
-29,286
Closed -$914K – 830
2025
Q4 		$914K Buy
+29,286
New +$904K 0.01% 431
2025
Q1 		– Sell
-92,658
Closed -$2.99M – 719
2024
Q4 		$2.99M Buy
92,658
+73,448
+382% +$2.28M 0.06% 266
2024
Q3 		$559K Buy
+19,210
New +$551K 0.01% 493

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Weiss Asset Management's UCB Position: Q1 2026 in Review

Weiss Asset Management sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 29,286 shares — an estimated $914K sold.

Weiss Asset Management first reported a position in UCB in Q3 2024 and held it in 3 quarters. The position peaked at $2.99M in Q4 2024. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Weiss Asset Management reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 29,286 United Community Banks shares in Q1 2026, an estimated $914K.
  • Weiss Asset Management first reported a position in United Community Banks in Q3 2024 and held it in 3 quarters.
  • Weiss Asset Management's United Community Banks position peaked at $2.99M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.