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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
PEG icon
351
Public Service Enterprise Group
PEG
$39.6B
$42.1K 0.01%
520
– –
NET icon
352
Cloudflare
NET
$94.1B
$41.3K 0.01%
200
– –
BX icon
353
Blackstone
BX
$106B
$40.9K 0.01%
356
+13
+4% +$1.69K
FNCL icon
354
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$40.9K 0.01%
582
– –
BNY
355
Bank of New York Mellon
BNY
$106B
$40.6K 0.01%
342
– –
SCHR
356
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$39.9K 0.01%
+1,600
New +$40.1K
TOTL icon
357
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
$39.7K 0.01%
+1,000
New +$40.2K
VSNT
358
Versant Media Group
VSNT
$5.26B
$39.7K 0.01%
+1,072
New +$36.1K
WEC icon
359
WEC Energy
WEC
$37.4B
$39.4K 0.01%
+340
New +$38.2K
DHI icon
360
D.R. Horton
DHI
$42B
$39K 0.01%
284
+40
+16% +$6.04K
HSY icon
361
Hershey
HSY
$36.9B
$38.9K 0.01%
187
-1,043
-85% -$220K
IBDX icon
362
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.71B
$38.4K 0.01%
+1,520
New +$38.8K
IBDW icon
363
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.5B
$38.4K 0.01%
+1,835
New +$38.8K
IBDY icon
364
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$38.4K 0.01%
+1,485
New +$38.8K
IBDZ
365
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$869M
$38.2K 0.01%
+1,465
New +$38.6K
VPU
366
Vanguard Utilities ETF
VPU
$8.74B
$37.6K 0.01%
190
– –
REGN icon
367
Regeneron Pharmaceuticals
REGN
$72.1B
$37.1K 0.01%
48
-5
-9% -$3.83K
CME icon
368
CME Group
CME
$93.4B
$36.6K 0.01%
124
-220
-64% -$65.3K
DE icon
369
Deere & Co
DE
$171B
$36.6K 0.01%
65
– –
LRCX icon
370
Lam Research
LRCX
$338B
$36.3K 0.01%
170
– –
NVS icon
371
Novartis
NVS
$303B
$35.1K 0.01%
230
-1,066
-82% -$163K
XLP icon
372
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$34.4K 0.01%
420
-255
-38% -$21.5K
JHG
373
DELISTED
Janus Henderson
JHG
$33.7K 0.01%
656
-23
-3% -$1.14K
WAB icon
374
Wabtec
WAB
$51.2B
$33.2K 0.01%
133
-55
-29% -$13.3K
POOL icon
375
Pool Corp
POOL
$6.89B
$32.6K 0.01%
+161
New +$38K
13 14
15
16 17

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
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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.