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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
JVAL icon
276
JPMorgan US Value Factor ETF
JVAL
$834M
$103K 0.03%
+2,101
New +$106K
BSCT icon
277
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$103K 0.03%
+5,500
New +$103K
JPIE icon
278
JPMorgan Income ETF
JPIE
$10.1B
$102K 0.03%
+2,218
New +$103K
ED icon
279
Consolidated Edison
ED
$41.1B
$101K 0.03%
891
+287
+48% +$31.1K
VTWO icon
280
Vanguard Russell 2000 ETF
VTWO
$17.4B
$95.8K 0.03%
956
– –
PANW icon
281
Palo Alto Networks
PANW
$259B
$94.4K 0.03%
589
+45
+8% +$7.56K
TAFI icon
282
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
$93.7K 0.03%
3,720
– –
EFAV icon
283
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.26B
$93.7K 0.03%
1,025
– –
UNP icon
284
Union Pacific
UNP
$178B
$93.4K 0.03%
385
-48
-11% -$11.8K
GE icon
285
GE Aerospace
GE
$375B
$93.1K 0.03%
328
-14
-4% -$4.4K
BSCU icon
286
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$92K 0.03%
+5,500
New +$92.9K
CMI icon
287
Cummins
CMI
$91.3B
$90.9K 0.03%
169
+88
+109% +$49.8K
TXRH icon
288
Texas Roadhouse
TXRH
$13.2B
$90.8K 0.03%
550
+45
+9% +$8.08K
LNTH icon
289
Lantheus
LNTH
$7.03B
$90.3K 0.03%
1,190
+90
+8% +$6.46K
INTC icon
290
Intel
INTC
$462B
$89.7K 0.03%
2,032
-113
-5% -$5.18K
IBDR icon
291
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.43B
$88.5K 0.03%
+3,652
New +$88.5K
EAT icon
292
Brinker International
EAT
$8.38B
$88.5K 0.03%
620
+15
+2% +$2.29K
DXCM icon
293
DexCom
DXCM
$28.3B
$85.4K 0.03%
1,360
+100
+8% +$6.96K
IGM icon
294
iShares Expanded Tech Sector ETF
IGM
$9.92B
$85.3K 0.03%
720
-77
-10% -$9.69K
MUB icon
295
iShares National Muni Bond ETF
MUB
$45.2B
$84.9K 0.03%
+800
New +$86K
SYY icon
296
Sysco
SYY
$40.2B
$83.7K 0.03%
1,174
-50
-4% -$4.13K
VCLT icon
297
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.86B
$83.5K 0.03%
+1,117
New +$84.9K
MET icon
298
MetLife
MET
$61.2B
$82.2K 0.03%
1,163
+10
+0.9% +$749
CGW icon
299
Invesco S&P Global Water Index ETF
CGW
$1.05B
$81.5K 0.03%
1,275
-200
-14% -$13.1K
FTGC icon
300
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.96B
$81.1K 0.03%
+2,825
New +$73K
10 11
12
13 14

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FPCG
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AFS
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RCA
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CIM
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RL
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JGIA
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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.