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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
FTGC icon
301
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.39B
$76.4K 0.02%
2,825
– –
SPLV icon
302
Invesco S&P 500 Low Volatility ETF
SPLV
$7.08B
$76.4K 0.02%
1,020
– –
EFAV icon
303
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.45B
$74.6K 0.02%
850
-175
-17% -$15.9K
KMI icon
304
Kinder Morgan
KMI
$68.5B
$73.1K 0.02%
2,286
+64
+3% +$2.06K
SPG icon
305
Simon Property Group
SPG
$66B
$72.9K 0.02%
326
– –
CARR icon
306
Carrier Global
CARR
$45.8B
$72.8K 0.02%
993
-55
-5% -$3.6K
EQWL icon
307
Invesco S&P 100 Equal Weight ETF
EQWL
$2.84B
$71.6K 0.02%
555
– –
XLU icon
308
State Street Utilities Select Sector SPDR ETF
XLU
$21.5B
$70.3K 0.02%
1,550
– –
BND icon
309
Vanguard Total Bond Market
BND
$161B
$69.7K 0.02%
949
+742
+358% +$54.4K
HEDJ icon
310
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$67.3K 0.02%
1,180
– –
ED icon
311
Consolidated Edison
ED
$38.9B
$66.8K 0.02%
604
-287
-32% -$31.2K
PRU icon
312
Prudential Financial
PRU
$41.2B
$66.6K 0.02%
617
-120
-16% -$12.2K
COWZ icon
313
Pacer US Cash Cows 100 ETF
COWZ
$19.7B
$66.4K 0.02%
1,067
– –
FCPT icon
314
Four Corners Property Trust
FCPT
$2.58B
$65K 0.02%
2,648
– –
VEEV icon
315
Veeva Systems
VEEV
$43.2B
$61.2K 0.02%
345
-5
-1% -$824
ALL icon
316
Allstate
ALL
$65B
$60K 0.02%
252
– –
JBL icon
317
Jabil
JBL
$31B
$59.7K 0.02%
155
-45
-23% -$15.5K
AOK icon
318
iShares Core Conservative Allocation ETF
AOK
$783M
$59.1K 0.02%
1,425
– –
NOBL icon
319
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$59K 0.02%
1,050
– –
FHN icon
320
First Horizon
FHN
$11.6B
$57K 0.02%
2,222
+243
+12% +$5.93K
IBDT icon
321
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.08B
$55.5K 0.02%
2,198
-95
-4% -$2.4K
ABT icon
322
Abbott
ABT
$177B
$53.3K 0.02%
587
+65
+12% +$5.93K
IWN icon
323
iShares Russell 2000 Value ETF
IWN
$14.2B
$52.6K 0.02%
238
-35
-13% -$7.33K
LIN icon
324
Linde
LIN
$213B
$52.4K 0.02%
101
-47
-32% -$23.8K
BNY
325
Bank of New York Mellon
BNY
$105B
$52.2K 0.02%
361
+19
+6% +$2.6K
11 12
13
14 15

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NWMG
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SIM
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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.