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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
BSCQ icon
276
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.36B
$107K 0.03%
5,500
– –
EAT icon
277
Brinker International
EAT
$8.5B
$106K 0.03%
630
+10
+2% +$1.48K
BSCT icon
278
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
$102K 0.03%
5,500
– –
PSX icon
279
Phillips 66
PSX
$106B
$101K 0.03%
595
-393
-40% -$67.7K
CLS icon
280
Celestica
CLS
$40B
$100K 0.03%
+275
New +$103K
MET icon
281
MetLife
MET
$62.4B
$100K 0.03%
1,183
+20
+2% +$1.61K
UNP icon
282
Union Pacific
UNP
$169B
$99.6K 0.03%
366
-19
-5% -$4.99K
TAFI icon
283
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.36B
$97.9K 0.03%
3,880
+160
+4% +$4.03K
ADSK icon
284
Autodesk
ADSK
$47.3B
$97.6K 0.03%
502
+15
+3% +$3.43K
ADI icon
285
Analog Devices
ADI
$175B
$97.3K 0.03%
245
-146
-37% -$57.8K
GD icon
286
General Dynamics
GD
$97B
$96.4K 0.03%
272
-53
-16% -$18.2K
BSCU icon
287
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.75B
$91.5K 0.03%
5,500
– –
DXCM icon
288
DexCom
DXCM
$32.6B
$88.9K 0.03%
1,320
-40
-3% -$2.67K
FBIN icon
289
Fortune Brands Innovations
FBIN
$4.77B
$87.8K 0.03%
1,600
– –
STT icon
290
State Street
STT
$50.9B
$86.2K 0.03%
508
-30
-6% -$4.63K
MUB icon
291
iShares National Muni Bond ETF
MUB
$44.5B
$86.1K 0.03%
800
– –
HPQ icon
292
HP
HPQ
$30.5B
$85.7K 0.03%
3,908
-195
-5% -$4.31K
CGW icon
293
Invesco S&P Global Water Index ETF
CGW
$1.02B
$83.8K 0.03%
1,275
– –
PANW icon
294
Palo Alto Networks
PANW
$307B
$83.2K 0.03%
244
-345
-59% -$79K
PPA icon
295
Invesco Aerospace & Defense ETF
PPA
$7.62B
$81.8K 0.03%
+463
New +$79.3K
SBUX icon
296
Starbucks
SBUX
$110B
$81.4K 0.03%
797
-2,308
-74% -$232K
IWS icon
297
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$80.8K 0.03%
491
-50
-9% -$7.89K
ECL icon
298
Ecolab
ECL
$77B
$78.8K 0.02%
283
+5
+2% +$1.32K
IBDR icon
299
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.25B
$78.4K 0.02%
3,237
-415
-11% -$10K
IDV icon
300
iShares International Select Dividend ETF
IDV
$8.61B
$78.1K 0.02%
1,884
– –
10 11
12
13 14

Similar funds

NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $323M AUM 25.22% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
ILI
Invesco LLC (Illinois) Des Plaines, Illinois $323M AUM 36.51% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return
LB
Legacy Bridge West Des Moines, Iowa $324M AUM 70.13% 1-Year Est. Return

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.