Skip to main content
Equibles
UCB logo

UCB · United Community Banks Inc

Track UCB — free

Use UCB with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about UCB

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$36.74 -0.02 (-0.05%) At close · Aug 14
Market Cap
$4.43B
Shares
120.58M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding UCB

358 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 7,195,573 $226,588,594 0.25%
VANGUARD TOTAL STOCK MARKET INDEX FUND 3,775,264 $118,883,063 0.01%
Fidelity Low-Priced Stock Fund 2,887,919 $96,254,340 0.40%
iShares Russell 2000 ETF 2,941,581 $92,630,386 0.13%
VANGUARD SMALL-CAP INDEX FUND 2,757,426 $86,831,345 0.05%
Neuberger Genesis Fund 2,057,991 $67,810,803 0.92%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,756,303 $55,305,981 0.09%
U.S. SMALL CAP VALUE PORTFOLIO 1,481,873 $49,390,827 0.26%
Nomura Small Cap Core Fund 1,295,225 $42,677,664 0.77%
Harbor Small Cap Value Fund 1,276,994 $42,562,210 1.68%
VANGUARD EXTENDED MARKET INDEX FUND 1,342,547 $42,276,805 0.05%
Fidelity Small Cap Index Fund 1,213,516 $40,446,488 0.12%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 1,151,378 $36,256,893 0.98%
iShares S&P Small-Cap 600 Value ETF 1,096,757 $34,536,878 0.46%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,091,331 $34,366,013 0.25%
iShares Russell 2000 Value ETF 1,038,689 $32,708,317 0.26%
U.S. Targeted Value Portfolio 935,483 $31,179,648 0.20%
MFS New Discovery Value Fund 781,134 $25,738,365 1.03%
Dimensional U.S. Targeted Value ETF 719,863 $23,993,034 0.18%
VANGUARD TAX-MANAGED SMALL-CAP FUND 753,035 $23,713,072 0.25%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 676,881 $22,560,444 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 629,261 $20,734,150 0.12%
Fidelity Extended Market Index Fund 628,291 $20,702,188 0.05%
Strategic Advisers Fidelity U.S. Total Stock Fund 623,600 $20,547,620 0.01%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 631,547 $19,887,415 0.49%
Dimensional US Small Cap Value ETF 594,426 $19,812,219 0.26%
Schwab U.S. Small-Cap ETF 578,593 $19,064,639 0.08%
U.S. SMALL CAP PORTFOLIO 541,959 $18,063,493 0.10%
Fidelity Low-Priced Stock K6 Fund 535,247 $17,839,783 0.41%
Invesco Main Street Small Cap Fund 566,338 $17,833,984 0.81%
Fidelity Series Intrinsic Opportunities Fund 506,900 $16,894,977 0.57%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 477,084 $15,901,210 0.02%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 417,041 $13,741,501 0.23%
Bridge Builder Small/Mid Cap Value Fund 420,233 $13,233,137 0.15%
State Street(R) SPDR(R) S&P(R) Bank ETF 418,573 $13,180,864 1.03%
Fidelity Enhanced Small Cap ETF 411,894 $12,970,542 0.32%
Dimensional U.S. Small Cap ETF 372,869 $12,427,724 0.09%
Vaughan Nelson Small Cap Fund 364,195 $11,468,501 0.83%
Nuveen Quant Small Cap Equity Fund 334,831 $11,159,917 0.29%
Invesco V.I. Main Street Small Cap Fund 298,181 $9,389,720 0.80%
Select Banking Portfolio 284,100 $9,361,095 2.07%
iShares Core Dividend Growth ETF 273,580 $9,118,421 0.02%
Schwab Small-Cap Index Fund 268,247 $8,940,673 0.12%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 264,699 $8,721,832 0.46%
Schwab Fundamental U.S. Small Company ETF 263,500 $8,682,325 0.10%
Dimensional U.S. Core Equity 2 ETF 253,130 $8,436,823 0.02%
SmallCap Value Fund II 244,782 $8,158,584 0.66%
U.S. MICRO CAP PORTFOLIO 229,109 $7,636,203 0.10%
Fidelity Total Market Index Fund 228,164 $7,518,004 0.01%
WisdomTree U.S. SmallCap Dividend Fund 231,771 $7,298,469 0.38%
Showing 1–50 of 358 positions
Key facts CIK 857855 CUSIP 90984P303 13F (30d) 327 filings 324 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)