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UCB — UNITED CMNTY BKS BLAIRSVLE G

Reported value held$2.12B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$1.63B · 46.48M sh
New / Add / Cut / Exit2 / 18 / 15 / 2
Top-5 / Top-10 concentration70.5% / 86.5%
Institutional holdings change Accumulating +3.0% (+1.35M sh)
Institutional value change Up +14.7%

As of Q2 2026, 36 SEC-registered investment managers reported holding UCB (UNITED CMNTY BKS BLAIRSVLE G) in their latest 13F filings, with a combined reported value of $1.63B across 46.48M shares. That is +3.0% by share count (+1.35M shares) versus the previous quarter, while reported value moved +14.7%. Ownership is concentrated: the five largest holders account for 70.5% of reported value and the top ten for 86.5%.

Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UCB is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.51M $614.36M 0.01% Reduce
Fidelity Management & Research (FMR) history 8.03M $281.67M 0.01% Reduce
Geode Capital Management history 3.12M $109.45M 0.01% Add
Invesco Ltd history 2.21M $77.71M 0.01% Add
Goldman Sachs Group history 1.77M $62.24M 0.01% Reduce
BNY Mellon history 1.57M $55.20M 0.01% Add
Norges Bank Investment Management history 1.52M $53.46M 0.01% Reduce
Charles Schwab Investment Management history 1.50M $52.69M 0.01% Add
Northern Trust Corp history 1.44M $50.65M 0.01% Add
MFS Investment Management history 1.41M $49.35M 0.02% Add
Morgan Stanley history 1.02M $35.71M 0.00% Add
Principal Global Investors history 780.28K $27.38M 0.01% Add
Bank of America Corp history 628.26K $22.05M 0.00% Reduce
JPMorgan Chase & Co history 404.78K $14.50M 0.00% New
PSP Investments history 411.17K $14.43M 0.04% Reduce
AQR Capital Management history 330.97K $11.61M 0.00% Add
Millennium Management history 304.26K $10.68M 0.00% Reduce
Legal & General Investment Management America history 268.60K $9.42M 0.00% Reduce
UBS Group AG history 262.41K $9.21M 0.00% Reduce
Arrowstreet Capital history 261.88K $9.19M 0.00% New
Wellington Management Group history 254.14K $8.92M 0.00% Reduce
Wells Fargo & Co history 236.67K $8.30M 0.00% Add
Citadel Advisors history 201.68K $7.08M 0.00% Reduce
Franklin Resources history 137.57K $4.83M 0.00% Add
Prudential Financial history 133.94K $4.70M 0.01% Reduce
Citigroup Inc history 128.02K $4.49M 0.00% Add
Deutsche Bank AG history 126.44K $4.44M 0.00% Reduce
D. E. Shaw & Co history 95.23K $3.34M 0.00% Reduce
Point72 Asset Management history 66.86K $2.35M 0.00% Add
Manulife Financial history 62.18K $2.18M 0.00% Add
Two Sigma Investments history 40.89K $1.43M 0.00% Add
CPP Investments history 33.10K $1.16M 0.00% Hold
Amundi US history 18.11K $635.30K 0.00% Reduce
PNC Financial Services history 16.73K $586.95K 0.00% Add
Lazard Asset Management history 12.07K $423.68K 0.00% Add
T. Rowe Price Associates history 154.89K $5.44K 0.00% Add

Q1 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.86M $562.46M 0.01% Reduce
Fidelity Management & Research (FMR) history 8.95M $281.84M 0.01% Reduce
Geode Capital Management history 2.98M $93.81M 0.01% Add
Goldman Sachs Group history 1.87M $58.75M 0.01% Add
Invesco Ltd history 1.77M $55.88M 0.01% Reduce
Charles Schwab Investment Management history 1.49M $46.93M 0.01% Add
BNY Mellon history 1.32M $41.45M 0.01% Add
Northern Trust Corp history 1.31M $41.34M 0.01% Add
MFS Investment Management history 1.25M $39.43M 0.01% Add
Morgan Stanley history 979.29K $30.84M 0.00% Reduce
Principal Global Investors history 766.60K $24.14M 0.01% Add
Bank of America Corp history 747.58K $23.54M 0.00% Add
Wellington Management Group history 713.85K $22.48M 0.00% Reduce
PSP Investments history 431.47K $13.59M 0.04% Add
Millennium Management history 373.73K $11.77M 0.01% Add
UBS Group AG history 279.71K $8.81M 0.00% Add
Legal & General Investment Management America history 277.73K $8.73M 0.00% Reduce
AQR Capital Management history 246.10K $7.75M 0.00% Add
Citadel Advisors history 216.22K $6.81M 0.00% Reduce
Deutsche Bank AG history 204.60K $6.44M 0.00% Add
Prudential Financial history 196.36K $6.18M 0.01% Reduce
Wells Fargo & Co history 179.47K $5.65M 0.00% Reduce
Franklin Resources history 132.11K $4.16M 0.00% Add
Citigroup Inc history 107.85K $3.40M 0.00% Reduce
D. E. Shaw & Co history 104.19K $3.28M 0.00% New
Manulife Financial history 56.49K $1.78M 0.00% Reduce
Janus Henderson Group history 51.90K $1.63M 0.00% Hold
CPP Investments history 33.10K $1.04M 0.00% Hold
Point72 Asset Management history 23.14K $728.68K 0.00% Reduce
Amundi US history 20.99K $660.85K 0.00% Add
Two Sigma Investments history 16.60K $522.73K 0.00% New
PNC Financial Services history 14.66K $461.71K 0.00% Reduce
Lazard Asset Management history 11.73K $369.28K 0.00% Add
Balyasny Asset Management history 6.54K $205.88K 0.00% Reduce
T. Rowe Price Associates history 131.71K $4.15K 0.00% Add

Q4 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.95M $560.45M 0.01% Add
Vanguard Group history 14.51M $453.15M 0.01% Add
Fidelity Management & Research (FMR) history 9.11M $284.31M 0.01% Add
Geode Capital Management history 2.90M $90.48M 0.01% Hold
Invesco Ltd history 1.81M $56.36M 0.01% Add
Norges Bank Investment Management history 1.55M $48.45M 0.01% Add
Charles Schwab Investment Management history 1.46M $45.69M 0.01% Hold
Goldman Sachs Group history 1.38M $43.10M 0.01% Add
Northern Trust Corp history 1.24M $38.74M 0.01% Reduce
BNY Mellon history 1.21M $37.85M 0.01% Add
MFS Investment Management history 1.20M $37.32M 0.01% Reduce
Morgan Stanley history 1.08M $33.58M 0.00% Add
Wellington Management Group history 767.16K $23.95M 0.00% Reduce
Bank of America Corp history 585.73K $18.29M 0.00% Reduce
Principal Global Investors history 579.39K $18.09M 0.01% Reduce
Citadel Advisors history 440.05K $13.74M 0.00% Reduce
PSP Investments history 421.00K $13.14M 0.04% Reduce
JPMorgan Chase & Co history 334.74K $10.45M 0.00% Reduce
Legal & General Investment Management America history 301.50K $9.42M 0.00% Reduce
Wells Fargo & Co history 271.11K $8.46M 0.00% Add
Prudential Financial history 262.15K $8.18M 0.01% Reduce
Point72 Asset Management history 205.24K $6.41M 0.01% Add
AQR Capital Management history 188.01K $5.87M 0.00% Add
UBS Group AG history 185.40K $5.79M 0.00% Add
Citigroup Inc history 111.95K $3.50M 0.00% Reduce
Deutsche Bank AG history 97.49K $3.04M 0.00% Add
Manulife Financial history 58.80K $1.84M 0.00% Reduce
Janus Henderson Group history 51.90K $1.62M 0.00% Hold
Millennium Management history 51.65K $1.61M 0.00% Add
CPP Investments history 33.10K $1.03M 0.00% New
Franklin Resources history 30.87K $963.73K 0.00% Add
Amundi US history 17.17K $535.95K 0.00% Reduce
PNC Financial Services history 15.78K $492.56K 0.00% Reduce
Balyasny Asset Management history 14.80K $461.96K 0.00% Add
Lazard Asset Management history 10.89K $340.11K 0.00% Add
T. Rowe Price Associates history 108.58K $3.39K 0.00% Add

Q3 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.65M $553.48M 0.01% Hold
Vanguard Group history 14.39M $451.27M 0.01% Reduce
Fidelity Management & Research (FMR) history 8.90M $279.16M 0.01% Reduce
Geode Capital Management history 2.90M $90.80M 0.01% Add
Invesco Ltd history 1.68M $52.70M 0.01% Add
Charles Schwab Investment Management history 1.47M $45.94M 0.01% Add
Northern Trust Corp history 1.32M $41.32M 0.01% Add
MFS Investment Management history 1.27M $39.90M 0.01% Reduce
BNY Mellon history 1.20M $37.73M 0.01% Reduce
Morgan Stanley history 913.17K $28.63M 0.00% Reduce
Citadel Advisors history 890.87K $27.93M 0.00% Reduce
Goldman Sachs Group history 809.33K $25.37M 0.00% Reduce
Wellington Management Group history 774.66K $24.29M 0.00% Add
Bank of America Corp history 703.90K $22.07M 0.00% Add
Principal Global Investors history 586.63K $18.39M 0.01% Reduce
PSP Investments history 473.86K $14.86M 0.06% Add
JPMorgan Chase & Co history 447.10K $14.02M 0.00% Reduce
Legal & General Investment Management America history 317.35K $9.96M 0.00% Reduce
Prudential Financial history 285.11K $8.94M 0.01% Add
Wells Fargo & Co history 232.31K $7.28M 0.00% Add
UBS Group AG history 176.80K $5.54M 0.00% Add
AQR Capital Management history 163.30K $5.12M 0.00% Add
Citigroup Inc history 114.44K $3.59M 0.00% Reduce
Deutsche Bank AG history 93.76K $2.94M 0.00% Add
Point72 Asset Management history 71.56K $2.24M 0.00% Add
Manulife Financial history 60.81K $1.91M 0.00% Reduce
Janus Henderson Group history 51.90K $1.63M 0.00% Add
Amundi US history 21.77K $693.34K 0.00% Add
PNC Financial Services history 20.22K $633.87K 0.00% Add
Millennium Management history 15.01K $470.56K 0.00% Reduce
Balyasny Asset Management history 14.37K $450.34K 0.00% Add
Lazard Asset Management history 10.69K $335.04K 0.00% Reduce
Franklin Resources history 7.35K $230.42K 0.00% New
T. Rowe Price Associates history 105.26K $3.30K 0.00% Add

Q2 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.69M $526.90M 0.01% Add
Vanguard Group history 14.48M $431.39M 0.01% Add
Fidelity Management & Research (FMR) history 9.45M $281.57M 0.02% Hold
Geode Capital Management history 2.88M $85.80M 0.01% Add
Invesco Ltd history 1.61M $47.88M 0.01% Add
MFS Investment Management history 1.46M $43.53M 0.01% Reduce
Charles Schwab Investment Management history 1.45M $43.26M 0.01% Hold
Norges Bank Investment Management history 1.41M $42.06M 0.01% Add
Northern Trust Corp history 1.30M $38.85M 0.01% Reduce
BNY Mellon history 1.22M $36.44M 0.01% Reduce
Goldman Sachs Group history 1.22M $36.44M 0.01% Reduce
Citadel Advisors history 1.03M $30.76M 0.01% Add
Morgan Stanley history 993.57K $29.60M 0.00% Add
Bank of America Corp history 652.53K $19.44M 0.00% Reduce
Principal Global Investors history 602.37K $17.94M 0.01% Add
JPMorgan Chase & Co history 465.16K $13.86M 0.00% Add
PSP Investments history 414.20K $12.34M 0.05% Add
Wellington Management Group history 343.17K $10.22M 0.00% Reduce
Legal & General Investment Management America history 325.15K $9.69M 0.00% Add
Wells Fargo & Co history 215.76K $6.43M 0.00% Add
Citigroup Inc history 188.43K $5.61M 0.00% Reduce
UBS Group AG history 168.43K $5.02M 0.00% Reduce
Prudential Financial history 139.78K $4.56M 0.01% Add
AQR Capital Management history 139.98K $4.17M 0.00% Add
D. E. Shaw & Co history 92.54K $2.76M 0.00% Add
Deutsche Bank AG history 83.66K $2.49M 0.00% Reduce
Millennium Management history 80.87K $2.41M 0.00% Add
Renaissance Technologies history 66.71K $1.99M 0.00% Add
Manulife Financial history 63.97K $1.91M 0.00% Reduce
Point72 Asset Management history 53.20K $1.58M 0.00% New
Janus Henderson Group history 47.50K $1.41M 0.00% Reduce
Amundi US history 19.66K $617.26K 0.00% Reduce
PNC Financial Services history 15.45K $460.17K 0.00% Reduce
Balyasny Asset Management history 13.81K $411.52K 0.00% New
Marshall Wace history 7.75K $230.81K 0.00% Reduce
Arrowstreet Capital history 7.34K $218.60K 0.00% New
T. Rowe Price Associates history 98.27K $2.93K 0.00% Add
Lazard Asset Management history 10.93K $325 0.00% New

Q1 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.40M $489.47M 0.01% Reduce
Vanguard Group history 14.34M $403.29M 0.01% Add
Fidelity Management & Research (FMR) history 9.40M $264.55M 0.02% Reduce
Geode Capital Management history 2.82M $79.43M 0.01% Add
MFS Investment Management history 1.86M $52.24M 0.02% Reduce
Invesco Ltd history 1.51M $42.57M 0.01% Add
Charles Schwab Investment Management history 1.45M $40.87M 0.01% Hold
Northern Trust Corp history 1.38M $38.68M 0.01% Reduce
Goldman Sachs Group history 1.25M $35.29M 0.01% Reduce
BNY Mellon history 1.24M $34.78M 0.01% Reduce
Capital Research Global Investors history 1.17M $33.03M 0.01% Reduce
Morgan Stanley history 981.66K $27.61M 0.00% Reduce
Wellington Management Group history 886.74K $24.94M 0.01% Add
Bank of America Corp history 657.93K $18.51M 0.00% Add
Principal Global Investors history 594.41K $16.72M 0.01% Add
JPMorgan Chase & Co history 411.41K $11.57M 0.00% Reduce
Citadel Advisors history 378.59K $10.65M 0.00% Add
PSP Investments history 378.57K $10.65M 0.05% Add
Legal & General Investment Management America history 318.81K $8.97M 0.00% Reduce
UBS Group AG history 284.75K $8.01M 0.00% Add
Citigroup Inc history 228.73K $6.43M 0.00% Reduce
Wells Fargo & Co history 198.53K $5.58M 0.00% Hold
Prudential Financial history 130.25K $4.27M 0.01% Add
Soros Fund Management history 120.00K $3.38M 0.06% New
Deutsche Bank AG history 113.79K $3.20M 0.00% Add
Marshall Wace history 82.86K $2.33M 0.00% New
Manulife Financial history 67.47K $1.90M 0.00% Add
Janus Henderson Group history 56.40K $1.57M 0.00% Hold
Amundi US history 47.90K $1.22M 0.00% Reduce
D. E. Shaw & Co history 30.39K $854.90K 0.00% New
AQR Capital Management history 26.53K $746.30K 0.00% Add
Renaissance Technologies history 21.11K $593.80K 0.00% New
PNC Financial Services history 16.36K $460.29K 0.00% Add
Millennium Management history 11.51K $323.83K 0.00% Reduce
T. Rowe Price Associates history 87.00K $2.45K 0.00% Add

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 17.51M 17.86M 17.95M 17.65M 17.69M 17.40M 17.55M 17.40M — — — — — — — — — — — —
Fidelity Management & Research (FMR) 8.03M 8.95M 9.11M 8.90M 9.45M 9.40M 9.60M 10.64M 10.13M 9.54M 9.02M 8.52M 7.40M 5.38M 4.25M 4.49M 4.65M 3.98M 2.30M 2.07M
Geode Capital Management 3.12M 2.98M 2.90M 2.90M 2.88M 2.82M 2.74M 2.75M 2.83M 2.68M 2.60M 2.49M 2.35M 2.25M 2.02M 1.96M 1.92M 1.91M 1.76M 1.58M
Invesco Ltd 2.21M 1.77M 1.81M 1.68M 1.61M 1.51M 1.45M 1.24M 1.19M 1.10M 343.27K 318.00K 465.30K 474.47K 487.39K 638.48K 414.50K 409.97K 357.22K 242.66K
Goldman Sachs Group 1.77M 1.87M 1.38M 809.33K 1.22M 1.25M 1.34M 669.20K 465.42K 422.09K 1.55M 1.48M 1.68M 1.59M 2.12M 2.16M 2.14M 1.97M 2.78M 2.44M
BNY Mellon 1.57M 1.32M 1.21M 1.20M 1.22M 1.24M 1.54M 1.58M 1.64M 1.72M 2.04M 2.02M 2.03M 1.90M 1.72M 1.78M 1.77M 1.78M 1.70M 1.87M
Norges Bank Investment Management 1.52M — 1.55M — 1.41M — 1.33M — 1.20M — 1.29M — — — 1.01M — — — — —
Charles Schwab Investment Management 1.50M 1.49M 1.46M 1.47M 1.45M 1.45M 1.45M 1.40M 1.36M 1.29M 1.22M 1.17M 1.09M 1.03M 976.04K 950.82K 915.92K 898.53K 827.87K 726.87K
Northern Trust Corp 1.44M 1.31M 1.24M 1.32M 1.30M 1.38M 1.41M 1.54M 1.51M 1.55M 1.65M 1.91M 1.58M 1.64M 1.60M 1.48M 1.47M 1.48M 1.38M 1.36M
MFS Investment Management 1.41M 1.25M 1.20M 1.27M 1.46M 1.86M 1.87M 1.92M 1.89M 1.81M 1.78M 1.77M 1.51M 1.08M 1.05M 1.32M 1.53M — 449.54K 166.60K
Morgan Stanley 1.02M 979.29K 1.08M 913.17K 993.57K 981.66K 1.10M 1.21M 1.03M 1.23M 931.67K 740.70K 693.72K 701.99K 869.41K 776.73K 755.27K 438.08K 405.43K 281.92K
Principal Global Investors 780.28K 766.60K 579.39K 586.63K 602.37K 594.41K 578.53K 561.97K 587.74K 617.30K 2.18M 2.19M 2.48M 3.00M 3.07M 3.20M 3.30M 2.76M 2.64M 2.65M
Bank of America Corp 628.26K 747.58K 585.73K 703.90K 652.53K 657.93K 509.70K 550.91K 580.42K 544.98K 563.26K 521.39K 465.14K 558.53K 478.92K 643.49K 630.24K 714.50K 998.34K 883.33K
JPMorgan Chase & Co 404.78K — 334.74K 447.10K 465.16K 411.41K 668.49K 254.41K 203.80K 273.77K 250.96K 244.67K 462.29K 335.17K 242.42K 502.38K 565.32K 548.18K 1.75M 440.37K
PSP Investments 411.17K 431.47K 421.00K 473.86K 414.20K 378.57K 297.23K 252.91K 262.11K 243.87K 246.90K 146.90K 204.40K 202.15K 193.15K 194.31K 194.31K 195.59K 212.87K 175.04K
AQR Capital Management 330.97K 246.10K 188.01K 163.30K 139.98K 26.53K 9.61K — — — — — — — — — — — — 16.41K
Millennium Management 304.26K 373.73K 51.65K 15.01K 80.87K 11.51K 485.58K 804.74K 221.34K 89.19K 9.78K 290.59K 94.08K 381.52K 633.18K 187.79K 101.44K — 123.86K 287.01K
Legal & General Investment Management America 268.60K 277.73K 301.50K 317.35K 325.15K 318.81K 330.24K 338.35K 336.80K 330.83K 329.27K 331.65K 326.37K 324.54K 305.84K 299.32K 300.22K 300.69K 289.23K 240.71K
UBS Group AG 262.41K 279.71K 185.40K 176.80K 168.43K 284.75K 198.54K 112.17K 90.09K 98.00K 122.15K 6.30K 58.06K 63.31K 47.79K 43.93K 10.49K 27.37K 78.66K 51.67K
Arrowstreet Capital 261.88K — — — 7.34K — — — — — — — — — — — — — — 32.30K

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