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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
FOXA icon
401
Fox Class A
FOXA
$28.4B
$19.8K 0.01%
+380
New +$23.5K
STZ icon
402
Constellation Brands
STZ
$21.1B
$19.8K 0.01%
142
-30
-17% -$4.46K
VHT icon
403
Vanguard Health Care ETF
VHT
$19B
$19.7K 0.01%
66
– –
FCX icon
404
Freeport-McMoran
FCX
$99.6B
$19.7K 0.01%
313
+269
+611% +$17.3K
CEG icon
405
Constellation Energy
CEG
$92.1B
$19.6K 0.01%
79
– –
SPIB icon
406
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.3B
$19.6K 0.01%
+585
New +$19.6K
INGR icon
407
Ingredion
INGR
$6.25B
$19.4K 0.01%
205
+45
+28% +$4.76K
DELL icon
408
Dell
DELL
$346B
$19K 0.01%
44
– –
VEU icon
409
Vanguard FTSE All-World ex-US ETF
VEU
$69.1B
$18.5K 0.01%
221
-150
-40% -$12.3K
FISV
410
Fiserv Inc
FISV
$26.6B
$18.3K 0.01%
374
-4,975
-93% -$278K
HCA icon
411
HCA Healthcare
HCA
$91.8B
$18.3K 0.01%
47
– –
XBI icon
412
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$18.2K 0.01%
115
– –
MCHP icon
413
Microchip Technology
MCHP
$38.8B
$17.7K 0.01%
194
– –
DON icon
414
WisdomTree US MidCap Dividend Fund
DON
$3.95B
$17.6K 0.01%
311
– –
LYB icon
415
LyondellBasell Industries
LYB
$21.1B
$16.3K 0.01%
310
-30
-9% -$2.07K
BIDU icon
416
Baidu
BIDU
$30.9B
$15.4K ﹤0.01%
135
– –
LQD icon
417
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
$15.4K ﹤0.01%
141
– –
SSNC icon
418
SS&C Technologies
SSNC
$19.1B
$14.8K ﹤0.01%
238
– –
REGN icon
419
Regeneron Pharmaceuticals
REGN
$79.7B
$14.3K ﹤0.01%
23
-25
-52% -$17K
SOLS
420
Solstice Advanced Materials
SOLS
$9.08B
$14.3K ﹤0.01%
161
-8
-5% -$660
VMBS icon
421
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$14.2K ﹤0.01%
303
– –
HAL icon
422
Halliburton
HAL
$29.7B
$13.9K ﹤0.01%
409
– –
STLA icon
423
Stellantis
STLA
$14.8B
$13.6K ﹤0.01%
2,368
– –
ROK icon
424
Rockwell Automation
ROK
$46.3B
$13.4K ﹤0.01%
27
– –
PFF icon
425
iShares Preferred and Income Securities ETF
PFF
$12.6B
$13.4K ﹤0.01%
438
– –
15 16
17
18 19

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.