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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
PDBC icon
376
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.3B
$32K 0.01%
1,848
– –
NKE icon
377
Nike
NKE
$62.5B
$31.2K 0.01%
590
+576
+4,114% +$34.9K
PH icon
378
Parker-Hannifin
PH
$124B
$30.4K 0.01%
34
– –
PLD icon
379
Prologis
PLD
$137B
$30.4K 0.01%
230
+125
+119% +$16.7K
GTLS
380
DELISTED
Chart Industries
GTLS
$29.8K 0.01%
144
– –
RF icon
381
Regions Financial
RF
$26.2B
$29.7K 0.01%
1,138
-17
-1% -$475
SRE icon
382
Sempra
SRE
$59.7B
$29.2K 0.01%
300
-489
-62% -$44.7K
ORLY icon
383
O'Reilly Automotive
ORLY
$75.1B
$29.1K 0.01%
315
-978
-76% -$91.7K
CVS icon
384
CVS Health
CVS
$137B
$29K 0.01%
404
-10
-2% -$770
KEY icon
385
KeyCorp
KEY
$24.1B
$28.3K 0.01%
1,412
-23
-2% -$482
BWX icon
386
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$28.1K 0.01%
+1,280
New +$28.8K
CGUS icon
387
Capital Group Core Equity ETF
CGUS
$11.1B
$28.1K 0.01%
+731
New +$29.4K
NOC icon
388
Northrop Grumman
NOC
$77.8B
$28K 0.01%
41
– –
VEU icon
389
Vanguard FTSE All-World ex-US ETF
VEU
$65.9B
$27.9K 0.01%
371
-142
-28% -$11K
KVUE icon
390
Kenvue
KVUE
$37.4B
$27.6K 0.01%
1,603
+1,584
+8,337% +$28.2K
ITW icon
391
Illinois Tool Works
ITW
$81.9B
$27.6K 0.01%
106
– –
LYB icon
392
LyondellBasell Industries
LYB
$18.9B
$27.4K 0.01%
340
– –
LHX icon
393
L3Harris
LHX
$56.5B
$27.3K 0.01%
79
+52
+193% +$18.2K
GSY icon
394
Invesco Ultra Short Duration ETF
GSY
$3.86B
$27.1K 0.01%
+541
New +$27.2K
HAS icon
395
Hasbro
HAS
$12.8B
$26.7K 0.01%
285
– –
TSN icon
396
Tyson Foods
TSN
$21.4B
$26.6K 0.01%
415
-25
-6% -$1.55K
ASML icon
397
ASML
ASML
$636B
$26.4K 0.01%
20
– –
STZ icon
398
Constellation Brands
STZ
$22.2B
$25.8K 0.01%
172
+75
+77% +$11.6K
VOO icon
399
Vanguard S&P 500 ETF
VOO
$968B
$25.7K 0.01%
43
– –
TEVA icon
400
Teva Pharmaceuticals
TEVA
$36.2B
$25.5K 0.01%
848
– –
14 15
16
17 18

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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.