Wellington Management Group
UCB

Wellington Management Group’s United Community Banks UCB Stock Holding History

Wellington Management 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
Q1 		$22.5M Sell
713,848
-53,314
-7% -$1.76M ﹤0.01% 957
2025
Q4 		$24M Sell
767,162
-7,498
-1% -$231K ﹤0.01% 971
2025
Q3 		$24.3M Buy
774,660
+431,491
+126% +$13.6M ﹤0.01% 949
2025
Q2 		$10.2M Sell
343,169
-543,572
-61% -$15.1M ﹤0.01% 1203
2025
Q1 		$24.9M Buy
886,741
+531,058
+149% +$16.6M ﹤0.01% 893
2024
Q4 		$11.5M Sell
355,683
-29,514
-8% -$918K ﹤0.01% 1155
2024
Q3 		$11.2M Sell
385,197
-4,490
-1% -$129K ﹤0.01% 1138
2024
Q2 		$9.92M Buy
389,687
+31,245
+9% +$797K ﹤0.01% 1153
2024
Q1 		$9.43M Sell
358,442
-779,398
-68% -$21M ﹤0.01% 1155
2023
Q4 		$33.3M Sell
1,137,840
-593,156
-34% -$15.1M 0.01% 822
2023
Q3 		$44M Sell
1,730,996
-254,841
-13% -$6.91M 0.01% 721
2023
Q2 		$49.6M Sell
1,985,837
-337,703
-15% -$8.38M 0.01% 704
2023
Q1 		$65.3M Buy
2,323,540
+71,883
+3% +$2.27M 0.01% 633
2022
Q4 		$76.1M Buy
2,251,657
+101,683
+5% +$3.69M 0.02% 588
2022
Q3 		$71.2M Sell
2,149,974
-575,561
-21% -$19.1M 0.02% 594
2022
Q2 		$82.3M Buy
2,725,535
+293,025
+12% +$9.01M 0.02% 580
2022
Q1 		$84.7M Buy
2,432,510
+215,258
+10% +$7.93M 0.01% 614
2021
Q4 		$79.7M Buy
2,217,252
+217,551
+11% +$7.6M 0.01% 694
2021
Q3 		$65.6M Buy
1,999,701
+264,864
+15% +$7.94M 0.01% 736
2021
Q2 		$55.5M Buy
1,734,837
+455,867
+36% +$15.3M 0.01% 790
2021
Q1 		$43.6M Buy
1,278,970
+693,114
+118% +$22.8M 0.01% 840
2020
Q4 		$16.7M Buy
585,856
+534,868
+1,049% +$12.6M ﹤0.01% 1077
2020
Q3 		$863K Sell
50,988
-1,044,329
-95% -$18.8M ﹤0.01% 1581
2020
Q2 		$22M Buy
1,095,317
+56,244
+5% +$1.08M ﹤0.01% 904
2020
Q1 		$19M Buy
1,039,073
+37,854
+4% +$977K 0.01% 889
2019
Q4 		$30.9M Buy
1,001,219
+647,373
+183% +$19.6M 0.01% 882
2019
Q3 		$10M Buy
353,846
+332,275
+1,540% +$9.11M ﹤0.01% 1165
2019
Q2 		$616K Buy
+21,571
New +$589K ﹤0.01% 1870
2019
Q1 		– Sell
-16,860
Closed -$362K – 2137
2018
Q4 		$362K Sell
16,860
-134
-0.8% -$3.31K ﹤0.01% 1951
2018
Q3 		$474K Hold
16,994
– – ﹤0.01% 2054
2018
Q2 		$521K Sell
16,994
-204,806
-92% -$6.67M ﹤0.01% 2031
2018
Q1 		$7.02M Buy
+221,800
New +$6.94M ﹤0.01% 1376
2017
Q3 		– Sell
-950,698
Closed -$26.4M – 2302
2017
Q2 		$26.4M Sell
950,698
-648,145
-41% -$17.5M 0.01% 936
2017
Q1 		$44.3M Sell
1,598,843
-1,436,105
-47% -$40.9M 0.01% 764
2016
Q4 		$89.9M Sell
3,034,948
-466,456
-13% -$11.7M 0.02% 542
2016
Q3 		$73.6M Buy
3,501,404
+416,757
+14% +$8.27M 0.02% 586
2016
Q2 		$56.4M Sell
3,084,647
-1,673,928
-35% -$32.3M 0.01% 644
2016
Q1 		$87.9M Sell
4,758,575
-1,497,616
-24% -$26.5M 0.02% 501
2015
Q4 		$122M Buy
6,256,191
+1,280,536
+26% +$26M 0.03% 417
2015
Q3 		$102M Buy
4,975,655
+2,626,820
+112% +$53.7M 0.03% 449
2015
Q2 		$49M Sell
2,348,835
-2,432,799
-51% -$46.8M 0.01% 733
2015
Q1 		$90.3M Sell
4,781,634
-25,090
-0.5% -$464K 0.02% 545
2014
Q4 		$91M Buy
4,806,724
+353,895
+8% +$6.24M 0.02% 543
2014
Q3 		$73.3M Sell
4,452,829
-41,762
-0.9% -$695K 0.02% 599
2014
Q2 		$73.6M Buy
4,494,591
+35,266
+0.8% +$591K 0.02% 614
2014
Q1 		$86.6M Buy
4,459,325
+729,480
+20% +$13M 0.02% 563
2013
Q4 		$66.2M Hold
3,729,845
– – 0.02% 651
2013
Q3 		$55.9M Hold
3,729,845
– – 0.02% 675
2013
Q2 		$46.3M Buy
+3,729,845
New +$42.3M 0.02% 709

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's UCB Position: Q1 2026 in Review

Wellington Management Group reduced its United Community Banks (UCB) stake by 6.9% in Q1 2026, selling an estimated $1.76M and leaving 713,848 shares worth $22.5M. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Wellington Management Group first reported a position in UCB in Q2 2013 and has held it in 49 quarters since. The position peaked at $122M in Q4 2015. 353 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Wellington Management Group held 713,848 shares of United Community Banks worth $22.5M as of Q1 2026.
  • Wellington Management Group sold 53,314 United Community Banks shares in Q1 2026, an estimated $1.76M.
  • United Community Banks made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #957 holding.
  • Wellington Management Group first reported a position in United Community Banks in Q2 2013 and has held it in 49 quarters since.
  • Wellington Management Group's United Community Banks position peaked at $122M in Q4 2015.
  • 353 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

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