Public record / Tickers / UCB

UCB — UNITED COMMUNITY BANKS INC†

Both disclosure regimes on one name: who in Congress filed about UCB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming UCB
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
06-22
filed 2025-06-22
13F holders
281
top-281 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

SELL · traded 2025-05-12 → filed 2025-06-22. Ranked over every UCB row by the provable lower bound, never a point estimate.

No member disclosed UCB in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UCB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UCB
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SELLTraded 05-12 +41d$50K–$100K
2025-04-11Jefferson Shreve R–IN-6BUYTraded 03-31 +11d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in UCB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed UCB in the trailing 12 months.

Congress ↔ notable managers · UCB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $219K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · UNITED CMNTY BKS BLAIRSVLE G

Merged timeline of congressional filings and notable-manager moves on UCB
DateWhoChangeSize
2026-05-14Caxton Associates 13FNEW+6,961 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UCB for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$562M1
2FMR LLC$282M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$253M1
4DIMENSIONAL FUND ADVISORS LP$205M1
5STATE STREET CORP$198M1
6VANGUARD CAPITAL MANAGEMENT LLC$169M1
7EARNEST PARTNERS LLC$106M1
8Invesco Ltd.$55.9M1
9NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$54.3M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$46.9M1
11NORTHERN TRUST CORP$41.3M1
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$39.4M1
13BNP Paribas Asset Management Holding S.A.$33.2M1
14MORGAN STANLEY$30.8M1
15VANGUARD FIDUCIARY TRUST CO$24.7M1
16PRINCIPAL FINANCIAL GROUP INC$24.1M1
17BANK OF AMERICA CORP /DE/$23.5M1
18WELLINGTON MANAGEMENT GROUP LLP$22.5M1
19Nuveen, LLC$19.3M1
20SEI INVESTMENTS CO$14.1M1
21PUBLIC SECTOR PENSION INVESTMENT BOARD$13.6M1
22PANAGORA ASSET MANAGEMENT INC$13.1M1
23Aristotle Capital Boston, LLC$12.8M1
24Verition Fund Management LLC$12.6M1
25Qube Research & Technologies Ltd$12.3M1
26MILLENNIUM MANAGEMENT LLC$11.8M1
27Interval Partners, LP$9.6M1
28RAYMOND JAMES FINANCIAL INC$9.2M1
29UBS Group AG$8.8M1
30Legal & General Group Plc$8.7M1
31AQR CAPITAL MANAGEMENT LLC$7.7M1
32CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$7.7M1
33Cresset Asset Management, LLC$7.7M1
34Swiss National Bank$7.6M1
35UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.6M1
36SCHRODER INVESTMENT MANAGEMENT GROUP$7.1M1
37Trexquant Investment LP$6.9M1
38ProShare Advisors LLC$6.9M1
39BLAIR WILLIAM & CO/IL$6.9M1
40CITADEL ADVISORS LLC$6.8M1
41VOYA INVESTMENT MANAGEMENT LLC$6.6M1
42DEUTSCHE BANK AG\$6.4M1
43AMERICAN CENTURY COMPANIES INC$6.2M1
44PRUDENTIAL FINANCIAL INC$6.2M1
45ENVESTNET ASSET MANAGEMENT INC$5.8M1
46WELLS FARGO & COMPANY/MN$5.7M1
47Invenomic Capital Management LP$5.6M1
48VICTORY CAPITAL MANAGEMENT INC$5.5M1
49FIRST TRUST ADVISORS LP$4.6M1
50ALLIANCEBERNSTEIN L.P.$4.6M1
51FRANKLIN RESOURCES INC$4.2M1
52Universal- Beteiligungs- und Servicegesellschaft mbH$4.1M1
53VANGUARD ASSET MANAGEMENT, Ltd$3.8M1
54JANE STREET GROUP, LLC$3.7M1
55HSBC HOLDINGS PLC$3.6M1
56Waverly Advisors, LLC$3.5M1
57CITIGROUP INC$3.4M1
58D. E. Shaw & Co., Inc.$3.3M1
59Quantinno Capital Management LP$3.2M1
60SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.1M1
61Rafferty Asset Management, LLC$3.1M1
62HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$3.1M1
63SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
64BARCLAYS PLC$2.5M1
65Holocene Advisors, LP$2.5M1
66HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.5M1
67State of New Jersey Common Pension Fund D$2.3M1
68STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$2.2M1
69Elo Mutual Pension Insurance Co$2.2M1
70FEDERATED HERMES, INC.$2.1M1
71Illinois Municipal Retirement Fund$2.1M1
72Schonfeld Strategic Advisors LLC$2.0M1
73Vanguard Global Advisers, LLC$2.0M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.8M1
75MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.8M1
76HighTower Advisors, LLC$1.7M1
77GUGGENHEIM CAPITAL LLC$1.7M1
78OPPENHEIMER ASSET MANAGEMENT INC.$1.7M1
79Mariner, LLC$1.7M1
80CAMBIAR INVESTORS LLC$1.6M1
81Janus Henderson Group Ltd.$1.6M1
82LPL Financial LLC$1.6M1
83INTECH INVESTMENT MANAGEMENT LLC$1.6M1
84Man Group plc$1.4M1
85Eastover Investment Advisors LLC$1.3M1
86OCCUDO QUANTITATIVE STRATEGIES LP$1.3M1
87BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.3M1
88Family Legacy, Inc.$1.2M1
89CIBC Bancorp USA Inc.$1.2M1
90Pinnacle Financial Partners, Inc.$1.2M1
91Vanguard Investments Australia, Ltd.$1.1M1
92Arizona State Retirement System$1.1M1
93CANADA PENSION PLAN INVESTMENT BOARD$1.0M1
94Mayfair Advisory Group, LLC$1.0M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$981K1
96Connor, Clark & Lunn Investment Management Ltd.$980K1
97Edgestream Partners, L.P.$951K1
98COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$939K1
99Diversified Trust Co$899K1
100ROYAL BANK OF CANADA$890K1
101Squarepoint Ops LLC$881K1
102OREGON PUBLIC EMPLOYEES RETIREMENT FUND$870K1
103FIFTH THIRD BANCORP$862K1
104FIRST CITIZENS BANK & TRUST CO$821K1
105Everhart Financial Group, Inc.$812K1
106WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$784K1
107EntryPoint Capital, LLC$759K1
108Allianz Asset Management GmbH$732K1
109MOODY NATIONAL BANK TRUST DIVISION$732K1
110Point72 Asset Management, L.P.$729K1
111Amundi$661K1
112Savant Capital, LLC$645K1
113&PARTNERS$631K1
114CAP Partners, LLC$620K1
115HB Wealth Management, LLC$615K1
116TEACHER RETIREMENT SYSTEM OF TEXAS$604K1
117Rather & Kittrell, Inc.$591K1
118Csenge Advisory Group$580K1
119Pictet Asset Management Holding SA$579K1
120M&T BANK CORP$578K1
121Assenagon Asset Management S.A.$578K1
122Keystone Financial Group, Inc.$575K1
123PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$562K1
124VARCOV Co.$555K1
125Maryland State Retirement & Pension System$552K1
126SALZHAUER MICHAEL$536K1
127New Age Alpha Advisors, LLC$534K1
128MANGROVE PARTNERS IM, LLC$526K1
129TWO SIGMA INVESTMENTS, LP$523K1
130ALPS ADVISORS INC$521K1
131Inspire Investing, LLC$512K1
132REGIONS FINANCIAL CORP$505K1
133Summit Financial, LLC$501K1
134TRUIST FINANCIAL CORP$500K1
135Vanguard Personalized Indexing Management, LLC$495K1
136Cetera Investment Advisers$495K1
137Pathstone Holdings, LLC$487K1
138CONTINENTAL ADVISORS LLC$467K1
139Brooklyn Investment Group$449K1
140CWM, LLC$448K1
141US BANCORP \DE\$446K1
142MQS Management LLC$438K1
143Keel Point, LLC$435K1
144MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$435K1
145Smith Thornton Advisors LLC$430K1
146Cerity Partners LLC$402K1
147Focus Partners Wealth$399K1
148DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$382K1
149IEQ CAPITAL, LLC$379K1
150GTS SECURITIES LLC$374K1
151STATE OF WISCONSIN INVESTMENT BOARD$372K1
152LAZARD ASSET MANAGEMENT LLC$369K1
153Tower Research Capital LLC (TRC)$367K1
154BAILARD, INC.$365K1
155XPONANCE LLC$364K1
156CAPSTONE INVESTMENT ADVISORS, LLC$360K1
157CIBC Asset Management Inc$358K1
158MIRABELLA FINANCIAL SERVICES LLP$350K1
159FOX RUN MANAGEMENT, L.L.C.$334K1
160Wagner Wealth Management, LLC$333K1
161BANK OF MONTREAL /CAN/$325K1
162NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$321K1
163RBF Capital, LLC$315K1
164Ameritas Investment Partners, Inc.$313K1
165PROFUND ADVISORS LLC$310K1
166Net Worth Advisory Group$309K1
167Beacon Pointe Advisors, LLC$308K1
168OneAscent Wealth Management LLC$302K1
169CHOREO, LLC$291K1
170Wealthcare Advisory Partners LLC$288K1
171MERCER GLOBAL ADVISORS INC /ADV$288K1
172Cypress Capital Group$275K1
173COMMONWEALTH EQUITY SERVICES, LLC$262K1
174PATTEN & PATTEN INC/TN$260K1
175Ensign Peak Advisors, Inc$250K1
176Swiss Life Asset Management Ltd$249K1
177QRG CAPITAL MANAGEMENT, INC.$247K1
178Crossmark Global Holdings, Inc.$246K1
179Rockefeller Capital Management L.P.$241K1
180O'SHAUGHNESSY ASSET MANAGEMENT, LLC$237K1
181Smith & Howard Wealth Management, LLC$229K1
182HANOVER ADVISORS INC$222K1
183RFG Advisory, LLC$220K1
184CAXTON ASSOCIATES LLP$219K1
185Ridgepath Capital Management LLC$207K1
186J.W. COLE ADVISORS, INC.$207K1
187SCS Capital Management LLC$206K1
188BALYASNY ASSET MANAGEMENT L.P.$206K1
189BARLOW WEALTH PARTNERS, LLC$206K1
190Blue Trust, Inc.$151K1
191MAI Capital Management$137K1
192Bayforest Capital Ltd$133K1
193Moisand Fitzgerald Tamayo, LLC$128K1
194OSAIC HOLDINGS, INC.$127K1
195QUADRANT CAPITAL GROUP LLC$123K1
196Smartleaf Asset Management LLC$108K1
197BEACON INVESTMENT ADVISORY SERVICES, INC.$105K1
198Allworth Financial LP$93.1K1
199Evergreen Advisors, LLC$92.8K1
200SITTNER & NELSON, LLC$83.8K1
201Pinnacle Wealth Planning Services, Inc.$72.8K1
202Destiny Wealth Partners, LLC$63.3K1
203FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$63.0K1
204HHM Wealth Advisors, LLC$61.8K1
205NOMURA ASSET MANAGEMENT CO LTD$30.5K1
206Kemnay Advisory Services Inc.$21.2K1
207UMB Bank, n.a.$20.4K1
208Grove Bank & Trust$18.8K1
209Arax Advisory Partners$17.6K1
210Abound Wealth Management$16.8K1
211SIGNATUREFD, LLC$16.0K1
212Parkside Financial Bank & Trust$12.6K1
213Investors Research Corp$10.3K1
214Quarry LP$9.1K1
215ASSETMARK, INC$9.0K1
216WPG Advisers, LLC$8.9K1
217Beacon Financial Strategies CORP$7.3K1
218CVA Family Office, LLC$5.0K1
219CANADA LIFE ASSURANCE Co$3.3K1
220S&T BANK/PA$3.2K1
221ALGERT GLOBAL LLC$2.8K1
222JFS WEALTH ADVISORS, LLC$2.8K1
223TD Capital Management LLC$2.3K1
224State of Alaska, Department of Revenue$2.0K1
225Annis Gardner Whiting Capital Advisors, LLC$2.0K1
226GSA CAPITAL PARTNERS LLP$2.0K1
227Rialto Wealth Management, LLC$1.4K1
228True Wealth Design, LLC$1.2K1
229MATHER GROUP, LLC.$9761
230ACADIAN ASSET MANAGEMENT LLC$9651
231JPL Wealth Management, LLC$7881
232Retirement Wealth Solutions LLC$7881
233Larson Financial Group LLC$7871
234Signature Equity Partners, LLC$7561
235SJS Investment Consulting Inc.$6301
236DiNuzzo Private Wealth, Inc.$6301
237Bell Investment Advisors, Inc$4731
238Prestige Wealth Management Group LLC$3811
239Ankerstar Wealth, LLC$3171
240HFM Investment Advisors, LLC$2831
241GILPIN WEALTH MANAGEMENT, LLC$2211
242Vermillion Wealth Management, Inc.$1891
243Caitong International Asset Management Co., Ltd$1571
244KBC Group NV$1211
245BOK Financial Private Wealth, Inc.$381
246Avion Wealth$01
247VANGUARD GROUP INC— value not disclosed1
248THRIVENT FINANCIAL FOR LUTHERANS— value not disclosed1
249HARBOUR INVESTMENTS, INC.— value not disclosed1
250Brandywine Global Investment Management, LLC— value not disclosed1
251COMERICA BANK— value not disclosed1
252StoneX Group Inc.— value not disclosed1
253MACKENZIE FINANCIAL CORP— value not disclosed1
254GROUP ONE TRADING LLC— value not disclosed1
255CIBC WORLD MARKETS CORP— value not disclosed1
256CIBC Private Wealth Group LLC— value not disclosed1
257Graham Capital Management, L.P.— value not disclosed1
258Weiss Asset Management LP— value not disclosed1
259NORGES BANK— value not disclosed1
260Ruffer LLP— value not disclosed1
261EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
262DRW Securities, LLC— value not disclosed1
263ALGEBRIS (UK) LTD— value not disclosed1
264IFG Advisory, LLC— value not disclosed1
265ExodusPoint Capital Management, LP— value not disclosed1
266Global Retirement Partners, LLC— value not disclosed1
267TWINBEECH CAPITAL LP— value not disclosed1
268BCS Wealth Management— value not disclosed1
269INCEPTIONR LLC— value not disclosed1
270XTX Topco Ltd— value not disclosed1
271Kestra Advisory Services, LLC— value not disclosed1
272DV EQUITIES, LLC— value not disclosed1
273Optiver Holding B.V.— value not disclosed1
274AlphaQuest LLC— value not disclosed1
275PharVision Advisers, LLC— value not disclosed1
276SageView Advisory Group, LLC— value not disclosed1
277iSAM Funds (UK) Ltd— value not disclosed1
278Dunhill Financial, LLC— value not disclosed1
279Aster Capital Management (DIFC) Ltd— value not disclosed1
280CAPITOLIS LIQUID GLOBAL MARKETS LLC— value not disclosed1
281Eurizon Capital SGR S.p.A.— value not disclosed1
Truncated by Public Filings. Every one of the 246 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UCB

RETAINED WINDOW · ACTIVE HITS

Zero hits on UCB in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for UCB · financials and macro

Financials — as filed PLANNED

UCB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UCB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing