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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
INCY icon
426
Incyte
INCY
$23.7B
$19.9K 0.01%
211
-15
-7% -$1.5K
SCHO icon
427
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$19.9K 0.01%
+818
New +$19.9K
QQQH
428
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$375M
$19.5K 0.01%
380
– –
DFAS icon
429
Dimensional US Small Cap ETF
DFAS
$15.4B
$19.2K 0.01%
270
– –
KRE icon
430
State Street SPDR S&P Regional Banking ETF
KRE
$4.47B
$19.2K 0.01%
294
– –
IWP icon
431
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$19.1K 0.01%
149
– –
TAP icon
432
Molson Coors Class B
TAP
$7.71B
$18.7K 0.01%
435
– –
QQQM icon
433
Invesco NASDAQ 100 ETF
QQQM
$95.9B
$18.5K 0.01%
+78
New +$19.5K
INGR icon
434
Ingredion
INGR
$6.4B
$18K 0.01%
160
– –
VHT icon
435
Vanguard Health Care ETF
VHT
$18.3B
$18K 0.01%
66
– –
BPRE
436
Bluerock Private Real Estate Fund
BPRE
$18K 0.01%
1,082
+748
+224% +$12.5K
TDG icon
437
TransDigm Group
TDG
$71.9B
$17.4K 0.01%
15
– –
GIB icon
438
CGI
GIB
$14.5B
$17K 0.01%
+232
New +$18.5K
BAX icon
439
Baxter International
BAX
$12.1B
$16.8K 0.01%
1,000
– –
STLA icon
440
Stellantis
STLA
$16.5B
$16.8K 0.01%
2,368
– –
IGLD icon
441
FT Vest Gold Strategy Target Income ETF
IGLD
$511M
$16.6K 0.01%
+650
New +$17.6K
HLT icon
442
Hilton Worldwide
HLT
$75.3B
$16.4K 0.01%
54
– –
DON icon
443
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$16.3K 0.01%
311
– –
SSNC icon
444
SS&C Technologies
SSNC
$18.1B
$16.1K 0.01%
238
-1,047
-81% -$80.5K
HAL icon
445
Halliburton
HAL
$26.8B
$15.9K 0.01%
409
– –
NMTC icon
446
NeuroOne Medical Technologies
NMTC
$15.3M
$15.5K 0.01%
3,333
– –
LQD icon
447
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$15.4K 0.01%
+141
New +$15.5K
BND icon
448
Vanguard Total Bond Market
BND
$158B
$15.2K 0.01%
+207
New +$15.4K
BIDU icon
449
Baidu
BIDU
$35.8B
$15K 0.01%
135
– –
XBI icon
450
State Street SPDR S&P Biotech ETF
XBI
$10.2B
$14.7K ﹤0.01%
115
– –
16 17
18
19 20

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.