X
UCB

Xponance’s United Community Banks UCB Stock Holding History

Xponance’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 		$364K Buy
11,566
+1,863
+19% +$61.3K ﹤0.01% 1169
2025
Q4 		$303K Buy
9,703
+55
+0.6% +$1.7K ﹤0.01% 1172
2025
Q3 		$302K Buy
9,648
+260
+3% +$8.22K ﹤0.01% 1158
2025
Q2 		$280K Buy
9,388
+294
+3% +$8.17K ﹤0.01% 1171
2025
Q1 		$256K Buy
9,094
+500
+6% +$15.6K ﹤0.01% 1152
2024
Q4 		$278K Buy
8,594
+849
+11% +$26.4K ﹤0.01% 1155
2024
Q3 		$225K Buy
+7,745
New +$222K ﹤0.01% 1196
2024
Q1 		– Sell
-7,022
Closed -$205K – 1325
2023
Q4 		$205K Buy
+7,022
New +$179K ﹤0.01% 1152
2023
Q1 		– Sell
-6,086
Closed -$206K – 1259
2022
Q4 		$206K Buy
+6,086
New +$221K ﹤0.01% 1119

Other funds holding UCB

BlackRock
BlackRock New York $5.7T 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 $761B AUM 31.28% 1-Year Est. Return