Welch Group’s United Community Banks UCB Stock Holding History

Welch Group’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	$914K	Hold	26,047	–	–	0.03%	135
2026 Q1	$820K	Sell	26,047 -5,036	-16%	-$166K	0.03%	131
2025 Q4	$970K	Sell	31,083 -3,475	-10%	-$107K	0.04%	122
2025 Q3	$1.08M	Hold	34,558	–	–	0.04%	105
2025 Q2	$1.03M	Hold	34,558	–	–	0.04%	100
2025 Q1	$961K	Hold	34,558	–	–	0.04%	98
2024 Q4	$1.12M	Sell	34,558 -3,156	-8%	-$98.2K	0.05%	97
2024 Q3	$1.1M	Hold	37,714	–	–	0.05%	97
2024 Q2	$960K	Hold	37,714	–	–	0.05%	102
2024 Q1	$993K	Hold	37,714	–	–	0.05%	87
2023 Q4	$1.1M	Sell	37,714 -6,667	-15%	-$170K	0.06%	82
2023 Q3	$1.13M	Hold	44,381	–	–	0.07%	76
2023 Q2	$1.11M	Hold	44,381	–	–	0.06%	75
2023 Q1	$1.25M	Buy	44,381 +3,465	+8%	+$109K	0.07%	74
2022 Q4	$1.38M	Hold	40,916	–	–	0.08%	79
2022 Q3	$1.35M	Hold	40,916	–	–	0.09%	70
2022 Q2	$1.24M	Sell	40,916 -30,356	-43%	-$934K	0.08%	73
2022 Q1	$2.48M	Buy	+71,272	New	+$2.62M	0.14%	64

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Welch Group's UCB Position: Q2 2026 in Review

Welch Group held its United Community Banks (UCB) position steady in Q2 2026 at 26,047 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #135.

Welch Group first reported a position in UCB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.48M in Q1 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Welch Group held 26,047 shares of United Community Banks worth $914K as of Q2 2026.
Welch Group left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.03% of Welch Group's portfolio in Q2 2026, its #135 holding.
Welch Group first reported a position in United Community Banks in Q1 2022 and has held it in 18 quarters since.
Welch Group's United Community Banks position peaked at $2.48M in Q1 2022.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.