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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
SNA icon
326
Snap-on
SNA
$21.1B
$58.8K 0.02%
162
+37
+30% +$13.7K
IBDT icon
327
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.05B
$58.1K 0.02%
+2,293
New +$58.3K
GLD icon
328
SPDR Gold Trust
GLD
$132B
$57.2K 0.02%
133
-86
-39% -$38.5K
AOK icon
329
iShares Core Conservative Allocation ETF
AOK
$787M
$56.8K 0.02%
1,425
– –
CCL icon
330
Carnival Corporation Ltd
CCL
$37.1B
$56.7K 0.02%
2,189
– –
SPYM
331
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$56.4K 0.02%
737
-248
-25% -$19.8K
NOBL icon
332
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$55.7K 0.02%
1,050
– –
CINF icon
333
Cincinnati Financial
CINF
$28.5B
$54.1K 0.02%
+344
New +$55.9K
ABT icon
334
Abbott
ABT
$182B
$53.6K 0.02%
522
– –
JBL icon
335
Jabil
JBL
$32.6B
$53.1K 0.02%
200
– –
ALL icon
336
Allstate
ALL
$67.3B
$52.3K 0.02%
252
– –
FTEC icon
337
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
$52K 0.02%
250
-250
-50% -$54.9K
IWN icon
338
iShares Russell 2000 Value ETF
IWN
$14.4B
$51.8K 0.02%
273
– –
BSJQ icon
339
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
$51K 0.02%
+2,200
New +$51.2K
ZTS icon
340
Zoetis
ZTS
$32.2B
$49.4K 0.02%
418
+411
+5,871% +$50.8K
BSJR icon
341
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$855M
$49.2K 0.02%
+2,200
New +$49.6K
ET icon
342
Energy Transfer Partners
ET
$68.5B
$49K 0.02%
2,538
-350
-12% -$6.41K
IBDV icon
343
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$48.6K 0.02%
+2,220
New +$49K
WES icon
344
Western Midstream Partners
WES
$19.3B
$47.3K 0.02%
1,150
– –
USAI icon
345
Pacer American Energy Infrastructure ETF
USAI
$126M
$47K 0.02%
1,000
– –
MPC icon
346
Marathon Petroleum
MPC
$91.2B
$46.9K 0.02%
192
-57
-23% -$11.5K
GDX icon
347
VanEck Gold Miners ETF
GDX
$23.2B
$45.9K 0.02%
500
– –
FHN icon
348
First Horizon
FHN
$12.1B
$45K 0.02%
1,979
-38
-2% -$909
WM icon
349
Waste Management
WM
$95.5B
$44.3K 0.01%
193
-81
-30% -$18.6K
XLC icon
350
State Street Communication Services Select Sector SPDR ETF
XLC
$22.1B
$42.1K 0.01%
380
– –
12 13
14
15 16

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.