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UCB

United Community Bank Portfolio holdings

AUM $300M
1-Year Est. Return 14.66%
This Fund
S&P 500
This Quarter Est. Return
+0.38%
1 Year Est. Return
+14.66%
3 Year Est. Return
+59.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$300M
AUM Growth
+$35.5M
Cap. Flow
+$38.4M
Cap. Flow %
12.81%
Top 10 Hldgs %
33.01%
Holding
639
New
87
Increased
151
Reduced
157
Closed
74

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.71M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.2M
3
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.82M
4
UCB
United Community Banks
UCB
+$2.77M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.69M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
2
IAU icon
iShares Gold Trust
IAU
+$903K
3
JNJ icon
Johnson & Johnson
JNJ
+$794K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$647K
5
HD icon
Home Depot
HD
+$515K

Sector Composition

Rank Sector Weight
1 Financials 17.18%
2 Technology 10.01%
3 Healthcare 5.2%
4 Consumer Discretionary 4.01%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.07T
$27.5M 9.17%
57,373
-143
-0.2% -$70.2K
IAUM icon
2
iShares Gold Trust Micro
IAUM
$6.41B
$17.6M 5.86%
376,344
-13,323
-3% -$647K
PBP icon
3
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$10.6M 3.53%
481,748
+1,482
+0.3% +$33.6K
EFA icon
4
iShares MSCI EAFE ETF
EFA
$76.8B
$9.02M 3.01%
92,893
-3,724
-4% -$373K
IVV icon
5
iShares Core S&P 500 ETF
IVV
$869B
$6.87M 2.29%
10,524
-1,503
-12% -$1.03M
MSFT icon
6
Microsoft
MSFT
$2.89T
$6.51M 2.17%
17,584
-841
-5% -$352K
VTI icon
7
Vanguard Total Stock Market ETF
VTI
$654B
$6.01M 2%
18,721
+5,385
+40% +$1.81M
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$5.72M 1.91%
84,663
+6,284
+8% +$436K
SPHQ icon
9
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$4.66M 1.55%
61,925
+17,240
+39% +$1.34M
VXF icon
10
Vanguard Extended Market ETF
VXF
$30.5B
$4.54M 1.51%
22,076
+744
+3% +$159K
VXUS icon
11
Vanguard Total International Stock ETF
VXUS
$153B
$4.53M 1.51%
58,756
+19,880
+51% +$1.58M
VUG icon
12
Vanguard Growth ETF
VUG
$216B
$4.42M 1.47%
60,708
+17,940
+42% +$1.4M
AAPL icon
13
Apple
AAPL
$4.95T
$3.98M 1.33%
15,674
-40
-0.3% -$10.4K
NVDA icon
14
NVIDIA
NVDA
$4.77T
$3.87M 1.29%
22,205
+235
+1% +$43.1K
VCIT icon
15
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$3.66M 1.22%
+44,289
New +$3.71M
IAU icon
16
iShares Gold Trust
IAU
$63.5B
$3.6M 1.2%
40,841
-9,845
-19% -$903K
CVX icon
17
Chevron
CVX
$378B
$3.28M 1.09%
15,852
+239
+2% +$43.6K
AGG icon
18
iShares Core US Aggregate Bond ETF
AGG
$138B
$3.18M 1.06%
+32,014
New +$3.2M
JPM icon
19
JPMorgan Chase
JPM
$945B
$3.04M 1.01%
10,343
+607
+6% +$184K
VYM icon
20
Vanguard High Dividend Yield ETF
VYM
$81.3B
$2.97M 0.99%
20,038
+5,775
+40% +$868K
IJR icon
21
iShares Core S&P Small-Cap ETF
IJR
$110B
$2.93M 0.98%
23,541
-2,348
-9% -$298K
JCPB icon
22
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
$2.79M 0.93%
+59,338
New +$2.82M
FLRN icon
23
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$2.69M 0.9%
+87,260
New +$2.69M
SHY icon
24
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.66M 0.89%
+32,180
New +$2.66M
UCB
25
United Community Banks
UCB
$4.23B
$2.65M 0.88%
+84,123
New +$2.77M
1
2 3 4 5

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SC
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FPCG
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AFS
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PIAS
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RCA
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United Community Bank's Q1 2026 Portfolio in Review

As of Q1 2026, United Community Bank held 639 positions worth $300M, up 13% from $264M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

United Community Bank deployed $38.4M of net new capital in Q1 2026, opening 87 new positions and adding to 151 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 44,289 shares worth $3.66M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 19% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.03M trimmed.

  • United Community Bank's largest Q1 2026 buy was Vanguard Intermediate-Term Corporate Bond ETF: 44,289 shares worth $3.66M.
  • United Community Bank added most to Vanguard Total Stock Market ETF in Q1 2026, an estimated $1.81M increase.
  • United Community Bank's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.03M.
  • United Community Bank fully exited Trade Desk in Q1 2026, selling an estimated $127K.
  • United Community Bank's ten largest holdings make up 33% of its $300M portfolio in Q1 2026.
  • United Community Bank opened 87 new positions and closed 74 in Q1 2026.
  • United Community Bank's portfolio value rose 13% quarter-over-quarter to $300M.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.