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UCB

United Community Bank Portfolio holdings

AUM $323M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
+10.65%
1 Year Est. Return
+21.07%
3 Year Est. Return
+66.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
+$23.5M
Cap. Flow
+$1.49M
Cap. Flow %
0.46%
Top 10 Hldgs %
33.52%
Holding
584
New
19
Increased
144
Reduced
177
Closed
50

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.67M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.43M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.3M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.25M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.03M

Top Sells

Rank Stock Value
1
UCB
United Community Banks
UCB
+$2.65M
2
NVDA icon
NVIDIA
NVDA
+$1.72M
3
XOM icon
ExxonMobil
XOM
+$1.49M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$1.3M
5
AVGO icon
Broadcom
AVGO
+$499K

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.14%
2 Financials 16.48%
3 Technology 9.93%
4 Healthcare 5.04%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$30.2M 9.34%
60,354
+2,981
+5% +$1.43M
IAUM icon
2
iShares Gold Trust Micro
IAUM
$6.78B
$13.9M 4.3%
347,362
-28,982
-8% -$1.3M
PBP icon
3
Invesco S&P 500 BuyWrite ETF
PBP
$382M
$11.4M 3.51%
496,225
+14,477
+3% +$327K
EFA icon
4
iShares MSCI EAFE ETF
EFA
$78.2B
$9.61M 2.97%
92,548
-345
-0.4% -$35.5K
IVV icon
5
iShares Core S&P 500 ETF
IVV
$843B
$8.33M 2.58%
11,121
+597
+6% +$435K
VTI icon
6
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$7.89M 2.44%
21,321
+2,600
+14% +$930K
SPHQ icon
7
Invesco S&P 500 Quality ETF
SPHQ
$18.6B
$6.94M 2.14%
76,985
+15,060
+24% +$1.25M
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$6.92M 2.14%
89,727
+5,064
+6% +$372K
VXUS icon
9
Vanguard Total International Stock ETF
VXUS
$163B
$6.73M 2.08%
78,736
+19,980
+34% +$1.67M
MSFT icon
10
Microsoft
MSFT
$3.75T
$6.54M 2.02%
17,525
-59
-0.3% -$23.9K
VUG icon
11
Vanguard Morningstar Growth ETF
VUG
$226B
$6.2M 1.92%
71,958
+11,250
+19% +$947K
VXF icon
12
Vanguard Extended Market ETF
VXF
$30.8B
$5.49M 1.7%
22,286
+210
+1% +$48.1K
AAPL icon
13
Apple
AAPL
$4.86T
$4.43M 1.37%
15,299
-375
-2% -$107K
VYM icon
14
Vanguard High Dividend Yield ETF
VYM
$82.1B
$4.12M 1.27%
26,058
+6,020
+30% +$941K
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$3.98M 1.23%
5,328
+1,799
+51% +$1.3M
VCIT icon
16
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
$3.84M 1.19%
46,469
+2,180
+5% +$180K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$107B
$3.59M 1.11%
24,222
+681
+3% +$93.5K
CSCO icon
18
Cisco
CSCO
$434B
$3.59M 1.11%
30,569
+152
+0.5% +$15.9K
JCPB icon
19
JPMorgan Core Plus Bond ETF
JCPB
$14.6B
$3.31M 1.02%
70,569
+11,231
+19% +$527K
JPM icon
20
JPMorgan Chase
JPM
$931B
$3.28M 1.01%
10,015
-328
-3% -$102K
IAU icon
21
iShares Gold Trust
IAU
$63.5B
$3.27M 1.01%
43,322
+2,481
+6% +$211K
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.25M 1.01%
32,844
+830
+3% +$82.1K
FLRN icon
23
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.95B
$2.79M 0.86%
90,310
+3,050
+3% +$93.9K
NVDA icon
24
NVIDIA
NVDA
$5.09T
$2.77M 0.86%
13,860
-8,345
-38% -$1.72M
VEA icon
25
Vanguard FTSE Developed Markets ETF
VEA
$234B
$2.73M 0.85%
38,384
+1,168
+3% +$81.4K
1
2 3 4 5

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SIM
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OCM
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HAG
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WFS
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ILI
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NC
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LB
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United Community Bank's Q2 2026 Portfolio in Review

As of Q2 2026, United Community Bank held 584 positions worth $323M, up 7.8% from $300M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

United Community Bank's Q2 2026 filing shows 19 new, 144 increased, 177 reduced and 50 closed positions. Its largest new stake was Avantis Emerging Markets Equity ETF: 11,127 shares worth $1.07M. The largest sale was United Community Banks, an estimated $2.65M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 45% a quarter earlier, followed by Financials and Technology.

  • United Community Bank's largest Q2 2026 buy was Avantis Emerging Markets Equity ETF: 11,127 shares worth $1.07M.
  • United Community Bank added most to Vanguard Total International Stock ETF in Q2 2026, an estimated $1.67M increase.
  • United Community Bank's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $1.72M.
  • United Community Bank fully exited United Community Banks in Q2 2026, selling an estimated $2.65M.
  • United Community Bank's ten largest holdings make up 34% of its $323M portfolio in Q2 2026.
  • United Community Bank opened 19 new positions and closed 50 in Q2 2026.
  • United Community Bank's portfolio value rose 7.8% quarter-over-quarter to $323M.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.