UCB — UNITED CMNTY BKS BLAIRSVLE G

Ownership history in Mayfair Advisory Group, LLC  ·  12 quarters on record

AI Ownership Summary

Mayfair Advisory Group, LLC reported UNITED CMNTY BKS BLAIRSVLE G (UCB) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.32% in 2023 Q4. The latest visible filing shows UCB at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayfair Advisory Group, LLC's position in UNITED CMNTY BKS BLAIRSVLE G, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UCB was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.32% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UCB stock page Mayfair Advisory Group, LLC fund profile Mayfair Advisory Group, LLC full holdings
How Mayfair Advisory Group, LLC held UCB — position size vs. price
% of Fund (quarterly)    UCB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 33,098 — 0% 0.40% $1.0M 2026-02-14 (Est.) $34.27
2025 Q3 UNCHANGED 33,098 — 0% 0.45% $1.0M 2025-10-21 $29.74
2025 Q2 UNCHANGED 33,098 — 0% 0.46% $983K 2025-08-13 $30.83
2025 Q1 UNCHANGED 33,098 — 0% 0.54% $931K 2025-04-18 $24.01
2024 Q4 UNCHANGED 33,098 — 0% 0.63% $1.1M 2025-01-14 $30.12
2024 Q3 REDUCED 33,098 -3,600 -9.8% 0.59% $940K 2024-10-23 $26.88
2024 Q2 REDUCED 36,698 -7,313 -16.6% 0.67% $991K 2024-07-22 $27.92
2024 Q1 REDUCED 44,011 -9,166 -17.2% 0.84% $1.2M 2024-04-18 $23.13
2023 Q4 REDUCED 53,177 -4,500 -7.8% 1.32% $1.6M 2024-01-19 $26.80
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UCB

As of 2025 Q4 — sorted by position size

DMC Group, LLC 3Y 0.99% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 0.95% Aristotle Capital Boston, LLC 3Y 7Y 0.81% ALGEBRIS (UK) LTD 3Y 7Y 0.73% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.66% EARNEST PARTNERS LLC 3Y 7Y 0.46% Family Legacy, Inc. 3Y 7Y 0.38% CAP Partners, LLC 0.35% SEGALL BRYANT & HAMILL, LLC 3Y 7Y 0.32% Keystone Financial Group, Inc. 0.3%

FAQ About Mayfair Advisory Group, LLC and UCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mayfair Advisory Group, LLC reported owning UCB?

Mayfair Advisory Group, LLC reported UCB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UCB position in Mayfair Advisory Group, LLC's portfolio?

The largest reported portfolio weight for UCB was 1.32% in 2023 Q4.

What is the latest reported UCB position on this page?

The most recent filing on this page is 2025 Q4, when Mayfair Advisory Group, LLC reported 33,098 shares, equal to 0.40% of portfolio, with an estimated market value of $1.0M.

What does the chart on this UCB ownership page compare?

The chart compares Mayfair Advisory Group, LLC's quarterly UCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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