United Community Banks, Inc.
US ˙ NYSE ˙ US90984P3038

SecurityUCB / United Community Banks, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership6,058,962 shares
Ownership 5.10%
Dimensional Fund Advisors Lp ownership in UCB / United Community Banks, Inc.

2025-01-23 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,058,962 shares of United Community Banks, Inc. (US:UCB). This represents 5.1 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-01-23 2025-01-23 13G 6,058,962 5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 6,520,132 182,397 2.88 205,315 3.76 0.0092
2026-02-12 2025-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 6,337,735 211 0.00 197,868 -0.41 0.0415
2025-11-12 2025-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 6,337,524 61,465 0.98 198,681 6.27 0.0426
2025-08-12 2025-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 6,276,059 124,145 2.02 186,967 8.04 0.0433
2025-05-13 2025-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 6,151,914 92,952 1.53 173,047 -11.61 0.0430
2025-02-13 2024-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 6,058,962 216,158 3.70 195,766 15.22 0.0470
2024-11-07 2024-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 5,842,804 298,570 5.39 169,905 20.37 0.0412
2024-08-09 2024-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 5,544,234 520,479 10.36 141,155 6.75 0.0369
2024-05-10 2024-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 5,023,755 469,942 10.32 132,225 -0.77 0.0358
2024-02-07 2023-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 4,553,813 556,939 13.93 133,249 31.20 0.0389
2023-11-09 2023-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,996,874 417,645 11.67 101,559 13.54 0.0333
2023-08-09 2023-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,579,229 168,755 4.95 89,447 -6.73 0.0285
2023-05-12 2023-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,410,474 143,286 4.39 95,901 87,081.82 0.0323
2023-02-09 2022-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,267,188 72,687 2.28 110 -99.90 0.0326
2022-11-10 2022-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,194,501 39,164 1.24 105,739 11.00 0.0406
2022-08-12 2022-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,155,337 17,612 0.56 95,257 -12.77 0.0342
2022-05-13 2022-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,137,725 133,074 4.43 109,197 1.12 0.0336
2022-02-09 2021-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,004,651 47,621 1.61 107,985 11.27 0.0326
2021-11-12 2021-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,957,030 -63,120 -2.09 97,049 0.39 0.0313
2021-08-12 2021-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,020,150 -88,810 -2.86 96,672 -8.87 0.0306
2021-05-14 2021-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,108,960 -93,002 -2.90 106,079 16.49 0.0351
2021-03-08 2020-12-31 13F/A-2 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,201,962 -130,905 -3.93 91,063 61.39 0.0329
2021-02-11 2020-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,201,962 -130,905 91,063 32,887.1153
2020-11-12 2020-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,332,867 20,152 0.61 56,423 -15.34 0.0239
2020-08-13 2020-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,312,715 91,666 2.85 66,649 13.00 0.0293
2020-05-14 2020-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,221,049 -102,906 -3.10 58,980 -42.54 0.0307
2020-02-14 2019-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,323,955 -73,111 -2.15 102,644 6.58 0.0374
2019-11-12 2019-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,397,066 10,964 0.32 96,308 -0.41 0.0374
2019-08-13 2019-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,386,102 13,907 0.41 96,706 15.03 0.0375
2019-08-12 2019-03-31 13F/A-2 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,372,195 -34,437 -1.01 84,069 14.99 0.0335
2019-05-10 2019-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,372,195 -34,437 84,069
2019-02-26 2018-12-31 13F/A-1 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,406,632 398,806 13.26 73,107 -12.85 0.0331
2019-02-13 2018-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,406,632 398,806 73,107
2018-11-13 2018-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,007,826 22,088 0.74 83,889 -8.39 0.0319
2018-08-10 2018-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,985,738 -308,736 -9.37 91,575 -12.18 0.0365
2018-05-11 2018-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,294,474 -49,366 -1.48 104,270 10.81 0.0435
2018-02-12 2017-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,343,840 28,655 0.86 94,097 -0.55 0.0390
2017-11-13 2017-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,315,185 83,398 2.58 94,615 5.31 0.0413
2017-08-11 2017-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,231,787 65,612 2.07 89,845 2.48 0.0415
2017-05-12 2017-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,166,175 152,234 5.05 87,672 -1.79 0.0419
2017-02-09 2016-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,013,941 133,413 4.63 89,273 47.44 0.0446
2016-11-10 2016-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,880,528 259,677 9.91 60,548 26.31 0.0327
2016-08-09 2016-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,620,851 388,764 17.42 47,935 16.27 0.0276
2016-05-13 2016-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,232,087 198,873 9.78 41,227 4.04 0.0247
2016-02-10 2015-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 2,033,214 201,504 11.00 39,628 5.84 0.0247
2015-11-13 2015-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,831,710 102,962 5.96 37,440 3.77 0.0246
2015-08-14 2015-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,728,748 -2,389 -0.14 36,079 10.39 0.0221
2015-05-14 2015-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,731,137 -28,616 -1.63 32,683 -1.94 0.0206
2015-02-06 2014-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,759,753 120,387 7.34 33,331 23.52 0.0219
2014-11-13 2014-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,639,366 60,224 3.81 26,985 4.39 0.0191
2014-08-08 2014-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,579,142 125,899 8.66 25,850 -8.36 0.0180
2014-05-14 2014-03-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,453,243 91,973 6.76 28,207 16.74 0.0211
2014-02-12 2013-12-31 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,361,270 162,479 13.55 24,163 34.37 0.0188
2013-11-13 2013-09-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,198,791 153,761 14.71 17,982 38.54 0.0156
2013-08-15 2013-06-30 13F UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 1,045,030 1,045,030 12,980 0.0122
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.