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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
AMD icon
251
Advanced Micro Devices
AMD
$807B
$125K 0.04%
614
+35
+6% +$7.47K
XLF icon
252
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$125K 0.04%
2,528
-2,010
-44% -$105K
ADI icon
253
Analog Devices
ADI
$181B
$124K 0.04%
391
+146
+60% +$46.5K
ON icon
254
ON Semiconductor
ON
$34.7B
$123K 0.04%
1,994
+60
+3% +$3.77K
XLV icon
255
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$122K 0.04%
833
-818
-50% -$126K
IWO icon
256
iShares Russell 2000 Growth ETF
IWO
$14.4B
$121K 0.04%
387
– –
MAS icon
257
Masco
MAS
$16.4B
$120K 0.04%
1,980
+37
+2% +$2.5K
ADSK icon
258
Autodesk
ADSK
$47.7B
$117K 0.04%
487
-13
-3% -$3.27K
HMOP icon
259
Hartford Municipal Opportunities ETF
HMOP
$781M
$115K 0.04%
2,980
– –
HOLA
260
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$279M
$114K 0.04%
2,169
– –
GSIE icon
261
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.9B
$114K 0.04%
2,645
– –
LFUS icon
262
Littelfuse
LFUS
$10.2B
$113K 0.04%
332
+20
+6% +$6.49K
BSCS icon
263
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$112K 0.04%
+5,500
New +$113K
GD icon
264
General Dynamics
GD
$105B
$112K 0.04%
325
-371
-53% -$132K
NDAQ icon
265
Nasdaq
NDAQ
$52.5B
$111K 0.04%
1,313
+807
+159% +$72.3K
VIG icon
266
Vanguard Dividend Appreciation ETF
VIG
$112B
$108K 0.04%
503
+300
+148% +$66.9K
BSCR icon
267
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$108K 0.04%
+5,500
New +$108K
BSCQ icon
268
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$107K 0.04%
+5,500
New +$108K
PLTR icon
269
Palantir
PLTR
$315B
$107K 0.04%
732
– –
XLY icon
270
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$107K 0.04%
980
-84
-8% -$9.82K
SMMU icon
271
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
$106K 0.04%
+2,110
New +$107K
USA icon
272
Liberty All-Star Equity Fund
USA
$1.76B
$106K 0.04%
19,089
+1,050
+6% +$6.28K
IWD icon
273
iShares Russell 1000 Value ETF
IWD
$81.5B
$105K 0.04%
492
-83
-14% -$18.2K
KMPR icon
274
Kemper
KMPR
$1.73B
$104K 0.03%
+3,405
New +$117K
IEX icon
275
IDEX
IEX
$16.6B
$103K 0.03%
545
+180
+49% +$35.5K
9 10
11
12 13

Similar funds

RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
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
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $300M AUM 16.35% 1-Year Est. Return
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.