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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
CRH icon
401
CRH
CRH
$68.7B
$25.1K 0.01%
239
– –
VTRS icon
402
Viatris
VTRS
$20.5B
$25K 0.01%
1,854
– –
JCI icon
403
Johnson Controls International
JCI
$87.5B
$24.8K 0.01%
189
– –
SPYI icon
404
NEOS S&P 500 High Income ETF
SPYI
$10.7B
$24.7K 0.01%
500
– –
SWK icon
405
Stanley Black & Decker
SWK
$14.6B
$24.3K 0.01%
+342
New +$27.5K
AMLP icon
406
Alerian MLP ETF
AMLP
$12.7B
$24.2K 0.01%
+460
New +$23.4K
ZETA icon
407
Zeta Global
ZETA
$5.17B
$23.9K 0.01%
1,500
– –
DES icon
408
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$23.8K 0.01%
662
– –
AOM icon
409
iShares Core Moderate Allocation ETF
AOM
$1.75B
$23.7K 0.01%
+500
New +$24.1K
DFAT icon
410
Dimensional US Targeted Value ETF
DFAT
$14.6B
$23.5K 0.01%
377
– –
FTNT icon
411
Fortinet
FTNT
$112B
$23.5K 0.01%
288
+130
+82% +$10.5K
OTIS icon
412
Otis Worldwide
OTIS
$27.9B
$23.5K 0.01%
305
– –
KDP icon
413
Keurig Dr Pepper
KDP
$41B
$23K 0.01%
875
-90
-9% -$2.52K
NSC icon
414
Norfolk Southern
NSC
$77.1B
$23K 0.01%
80
– –
VGLT icon
415
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$22.6K 0.01%
+408
New +$22.9K
HCA icon
416
HCA Healthcare
HCA
$86.4B
$22.2K 0.01%
47
– –
BF.B icon
417
Brown-Forman Class B
BF.B
$12.6B
$22.2K 0.01%
+841
New +$22.6K
CEG icon
418
Constellation Energy
CEG
$96.4B
$22.1K 0.01%
79
-44
-36% -$13.4K
DTE icon
419
DTE Energy
DTE
$30.6B
$21.8K 0.01%
149
+5
+3% +$703
TT icon
420
Trane Technologies
TT
$107B
$21.7K 0.01%
52
-23
-31% -$9.76K
UGI icon
421
UGI
UGI
$7.91B
$21.7K 0.01%
595
-1,480
-71% -$55.7K
ANET icon
422
Arista Networks
ANET
$215B
$20.6K 0.01%
168
– –
HBAN icon
423
Huntington Bancshares
HBAN
$34.7B
$20.3K 0.01%
1,297
-835
-39% -$14.3K
IXUS icon
424
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$20.1K 0.01%
232
– –
FDS icon
425
Factset
FDS
$9.46B
$20K 0.01%
+92
New +$21.5K
15 16
17
18 19

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.