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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
XLP icon
351
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$34.9K 0.01%
420
– –
RF icon
352
Regions Financial
RF
$25.3B
$34.4K 0.01%
1,138
– –
BX icon
353
Blackstone
BX
$95.1B
$33.2K 0.01%
282
-74
-21% -$8.89K
ROP icon
354
Roper Technologies
ROP
$38B
$33.2K 0.01%
98
-363
-79% -$124K
WAB icon
355
Wabtec
WAB
$47B
$33.2K 0.01%
123
-10
-8% -$2.64K
HSY icon
356
Hershey
HSY
$34.2B
$32.8K 0.01%
187
– –
KEY icon
357
KeyCorp
KEY
$23.2B
$32.5K 0.01%
1,412
– –
NVS icon
358
Novartis
NVS
$263B
$31.3K 0.01%
200
-30
-13% -$4.5K
OTIS icon
359
Otis Worldwide
OTIS
$26.1B
$30.4K 0.01%
425
+120
+39% +$8.96K
GTLS
360
DELISTED
Chart Industries
GTLS
$30.1K 0.01%
144
– –
BSJQ icon
361
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$800M
$29.8K 0.01%
1,300
-900
-41% -$20.8K
JCI icon
362
Johnson Controls International
JCI
$83.8B
$29.7K 0.01%
203
+14
+7% +$1.98K
VTRS icon
363
Viatris
VTRS
$19.1B
$29.4K 0.01%
1,854
– –
PDBC icon
364
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.93B
$29.3K 0.01%
1,848
– –
TEVA icon
365
Teva Pharmaceuticals
TEVA
$45.7B
$28.7K 0.01%
848
– –
ANET icon
366
Arista Networks
ANET
$243B
$28.5K 0.01%
168
– –
BWX icon
367
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$27.8K 0.01%
1,280
– –
CME icon
368
CME Group
CME
$98.9B
$27.4K 0.01%
124
– –
GSY icon
369
Invesco Ultra Short Duration ETF
GSY
$3.93B
$27.1K 0.01%
541
– –
PLTR icon
370
Palantir
PLTR
$415B
$27.1K 0.01%
232
-500
-68% -$68.2K
DES icon
371
WisdomTree US SmallCap Dividend Fund
DES
$2.14B
$26.9K 0.01%
662
– –
SPYI icon
372
NEOS S&P 500 High Income ETF
SPYI
$11.9B
$26.5K 0.01%
500
– –
DFAT icon
373
Dimensional US Targeted Value ETF
DFAT
$14.4B
$26.4K 0.01%
377
– –
CRH icon
374
CRH
CRH
$58.3B
$25.6K 0.01%
239
– –
HBAN icon
375
Huntington Bancshares
HBAN
$33.8B
$25.6K 0.01%
1,442
+145
+11% +$2.39K
13 14
15
16 17

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.