We are live on !
Find out more
United Community Bank Portfolio holdings
AUM
$336M
Turnover
16.64%
1-Year Est. Return
15.86%
This Fund
S&P 500
This Quarter Est. Return
+1.42%
1 Year Est. Return
+15.86%
3 Year Est. Return
+72.66%
5 Year Est. Return
+89.79%
10 Year Est. Return
–
AUM
$336M
AUM Growth
+$12.5M
(+3.9%)
Cap. Flow
+$12M
Cap. Flow % of AUM
Cap. Flow %
3.57%
Top 10 Holdings %
Top 10 Hldgs %
34.31%
Holding
595
New
61
Increased
164
Reduced
131
Closed
38
Avg Time Held
2.3
years
Top 10 Avg Time Held
2
years
Top 20 Avg Time Held
1.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$1.46M |
| 2 |
ExxonMobil
XOM
|
+$1.4M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.23M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$1.09M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$850K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$573K |
| 2 |
iShares Gold Trust Micro
IAUM
|
+$463K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$442K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$354K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$329K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.73% |
| 2 | Financials | 15.85% |
| 3 | Technology | 10.92% |
| 4 | Healthcare | 5.3% |
| 5 | Communication Services | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $30.3M | 9.01% |
60,771
+417
| +0.7% | +$210K |
2021 Q4
19 quarters
|
|
|
2
iShares Gold Trust Micro
IAUM
$6.14B
| $13.9M | 4.15% |
336,464
-10,898
| -3% | -$463K |
2025 Q1
6 quarters
|
|
3
Invesco S&P 500 BuyWrite ETF
PBP
$387M
| $12.2M | 3.64% |
524,730
+28,505
| +6% | +$662K |
2025 Q1
6 quarters
|
|
4
iShares MSCI EAFE ETF
EFA
$76.4B
| $9.41M | 2.8% |
90,568
-1,980
| -2% | -$210K |
2023 Q3
12 quarters
|
|
5
Microsoft
MSFT
$3.87T
| $9.24M | 2.75% |
18,020
+495
| +3% | +$229K |
2021 Q4
19 quarters
|
|
|
6
Vanguard Morningstar Total Stock Market ETF
VTI
$682B
| $9.2M | 2.74% |
24,591
+3,270
| +15% | +$1.23M |
2021 Q4
19 quarters
|
|
|
7
Vanguard Total International Stock ETF
VXUS
$158B
| $8.13M | 2.42% |
95,668
+16,932
| +22% | +$1.46M |
2021 Q4
19 quarters
|
|
|
8
iShares Core S&P 500 ETF
IVV
$866B
| $7.94M | 2.36% |
10,370
-751
| -7% | -$573K |
2021 Q4
19 quarters
|
|
|
9
Invesco S&P 500 Quality ETF
SPHQ
$18.5B
| $7.54M | 2.25% |
89,720
+12,735
| +17% | +$1.09M |
2025 Q3
4 quarters
|
|
|
10
Vanguard Morningstar Growth ETF
VUG
$219B
| $7.36M | 2.19% |
81,673
+9,715
| +14% | +$850K |
2021 Q4
19 quarters
|
|
11
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $6.38M | 1.9% |
88,727
-1,000
| -1% | -$75.5K |
2023 Q3
12 quarters
|
|
12
Apple
AAPL
$5.01T
| $5.85M | 1.74% |
17,552
+2,253
| +15% | +$724K |
2021 Q4
19 quarters
|
|
13
Vanguard Extended Market ETF
VXF
$29.9B
| $5.52M | 1.64% |
23,820
+1,534
| +7% | +$369K |
2023 Q3
12 quarters
|
|
14
Vanguard High Dividend Yield ETF
VYM
$83.2B
| $4.71M | 1.4% |
30,323
+4,265
| +16% | +$692K |
2021 Q4
19 quarters
|
|
15
State Street SPDR S&P 500 ETF Trust
SPY
$799B
| $3.98M | 1.18% |
5,218
-110
| -2% | -$83.6K |
2021 Q4
19 quarters
|
|
16
JPMorgan Core Plus Bond ETF
JCPB
$16.4B
| $3.82M | 1.14% |
85,349
+14,780
| +21% | +$681K |
2026 Q1
2 quarters
|
|
17
JPMorgan Chase
JPM
$894B
| $3.35M | 1% |
10,120
+105
| +1% | +$36.7K |
2021 Q4
19 quarters
|
|
18
Chevron
CVX
$461B
| $3.34M | 0.99% |
16,341
+366
| +2% | +$72.1K |
2021 Q4
19 quarters
|
|
|
19
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
| $3.32M | 0.99% |
42,399
-4,070
| -9% | -$329K |
2026 Q1
2 quarters
|
|
20
iShares Core S&P Small-Cap ETF
IJR
$105B
| $3.31M | 0.98% |
24,296
+74
| +0.3% | +$10.7K |
2023 Q3
12 quarters
|
|
21
NVIDIA
NVDA
$4.89T
| $3.24M | 0.96% |
14,191
+331
| +2% | +$71K |
2021 Q4
19 quarters
|
|
22
iShares Core US Aggregate Bond ETF
AGG
$140B
| $3.16M | 0.94% |
33,464
+620
| +2% | +$60.2K |
2026 Q1
2 quarters
|
|
23
iShares Gold Trust
IAU
$57.5B
| $3.12M | 0.93% |
39,902
-3,420
| -8% | -$274K |
2021 Q4
19 quarters
|
|
24
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $3.07M | 0.91% |
43,518
+5,134
| +13% | +$368K |
2023 Q3
12 quarters
|
|
25
Cisco
CSCO
$410B
| $3M | 0.89% |
27,895
-2,674
| -9% | -$301K |
2021 Q4
19 quarters
|
|
Similar funds
SCI
United Community Bank's Q3 2026 Portfolio in Review
As of Q3 2026, United Community Bank held 595 positions worth $336M, up 3.9% from $323M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
United Community Bank deployed $12M of net new capital in Q3 2026, opening 61 new positions and adding to 164 existing holdings. Its largest new stake was ExxonMobil: 8,964 shares worth $1.46M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, down from 48% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $573K trimmed.
- United Community Bank's largest Q3 2026 buy was ExxonMobil: 8,964 shares worth $1.46M.
- United Community Bank added most to Vanguard Total International Stock ETF in Q3 2026, an estimated $1.46M increase.
- United Community Bank's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $573K.
- United Community Bank fully exited Lantheus in Q3 2026, selling an estimated $139K.
- United Community Bank's ten largest holdings make up 34% of its $336M portfolio in Q3 2026.
- United Community Bank opened 61 new positions and closed 38 in Q3 2026.
- United Community Bank's portfolio value rose 3.9% quarter-over-quarter to $336M.
Based on United Community Bank's 13F filing for Q3 2026, filed 28 Oct 2026.