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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
IJJ icon
226
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$158K 0.05%
1,191
-1,024
-46% -$140K
IWF icon
227
iShares Russell 1000 Growth ETF
IWF
$120B
$154K 0.05%
1,440
-332
-19% -$37.7K
IJT icon
228
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.25B
$152K 0.05%
1,047
– –
OEF icon
229
iShares S&P 100 ETF
OEF
$19.8B
$151K 0.05%
475
– –
PRI icon
230
Primerica
PRI
$9.81B
$150K 0.05%
599
+45
+8% +$11.6K
XLI icon
231
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$146K 0.05%
905
– –
ADBE icon
232
Adobe
ADBE
$94.5B
$145K 0.05%
596
-847
-59% -$235K
APP icon
233
Applovin
APP
$139B
$145K 0.05%
364
+40
+12% +$19.3K
DKS icon
234
Dick's Sporting Goods
DKS
$18.4B
$145K 0.05%
730
+50
+7% +$10.2K
ODFL icon
235
Old Dominion Freight Line
ODFL
$47.2B
$143K 0.05%
734
+35
+5% +$6.53K
WFC icon
236
Wells Fargo
WFC
$264B
$142K 0.05%
1,783
+380
+27% +$32.6K
NICE icon
237
Nice
NICE
$5.57B
$141K 0.05%
+1,280
New +$146K
AMP icon
238
Ameriprise Financial
AMP
$47.6B
$140K 0.05%
316
+158
+100% +$76.1K
IBTG icon
239
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$136K 0.05%
+5,935
New +$136K
COR icon
240
Cencora
COR
$60.5B
$134K 0.04%
428
+21
+5% +$7.33K
PCAR icon
241
PACCAR
PCAR
$70.2B
$134K 0.04%
1,160
-333
-22% -$40.3K
ICE icon
242
Intercontinental Exchange
ICE
$84.1B
$134K 0.04%
851
+797
+1,476% +$130K
CHKP icon
243
Check Point Software Technologies
CHKP
$13.6B
$133K 0.04%
934
+55
+6% +$9.21K
LPLA icon
244
LPL Financial
LPLA
$26.5B
$132K 0.04%
440
+25
+6% +$8.39K
MMIT icon
245
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$130K 0.04%
5,375
– –
CWB icon
246
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.57B
$129K 0.04%
+1,407
New +$131K
AON icon
247
Aon
AON
$78.4B
$128K 0.04%
398
+350
+729% +$116K
KKR icon
248
KKR & Co
KKR
$91.3B
$128K 0.04%
1,388
+70
+5% +$7.38K
APTV icon
249
Aptiv
APTV
$12.2B
$128K 0.04%
1,847
+130
+8% +$10K
FAST icon
250
Fastenal
FAST
$54.7B
$126K 0.04%
2,712
-1,614
-37% -$72.4K
8 9
10
11 12

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RP
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SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FPCG
Forum Private Client Group Fishers, Indiana $300M AUM 12.15% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return
CIM
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RL
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JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $300M AUM 13.94% 1-Year Est. Return

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.