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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$50K–$100K
2025-04-11Jefferson Shreve R–IN-6PurchaseTraded 03-31 +11d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
248THRIVENT FINANCIAL FOR LUTHERANS$01
249HARBOUR INVESTMENTS, INC.$01
250Brandywine Global Investment Management, LLC$01
251COMERICA BANK$01
252StoneX Group Inc.$01
253MACKENZIE FINANCIAL CORP$01
254GROUP ONE TRADING LLC$01
255CIBC WORLD MARKETS CORP$01
256CIBC Private Wealth Group LLC$01
257Graham Capital Management, L.P.$01
258Weiss Asset Management LP$01
259NORGES BANK$01
260Ruffer LLP$01
261EXCHANGE TRADED CONCEPTS, LLC$01
262DRW Securities, LLC$01
263ALGEBRIS (UK) LTD$01
264IFG Advisory, LLC$01
265ExodusPoint Capital Management, LP$01
266Global Retirement Partners, LLC$01
267TWINBEECH CAPITAL LP$01
268BCS Wealth Management$01
269INCEPTIONR LLC$01
270XTX Topco Ltd$01
271Kestra Advisory Services, LLC$01
272DV EQUITIES, LLC$01
273Optiver Holding B.V.$01
274AlphaQuest LLC$01
275PharVision Advisers, LLC$01
276SageView Advisory Group, LLC$01
277iSAM Funds (UK) Ltd$01
278Dunhill Financial, LLC$01
279Aster Capital Management (DIFC) Ltd$01
280CAPITOLIS LIQUID GLOBAL MARKETS LLC$01
281Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 281 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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