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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
PH icon
426
Parker-Hannifin
PH
$117B
$12.7K ﹤0.01%
13
-21
-62% -$19.2K
XLB icon
427
State Street Materials Select Sector SPDR ETF
XLB
$8.39B
$11.3K ﹤0.01%
222
– –
ESGU icon
428
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$10.8K ﹤0.01%
66
– –
MMM icon
429
3M
MMM
$84.9B
$10.2K ﹤0.01%
63
– –
ADM icon
430
Archer Daniels Midland
ADM
$41.7B
$9.86K ﹤0.01%
129
– –
AIG icon
431
American International
AIG
$39.7B
$9.24K ﹤0.01%
124
– –
VCLT icon
432
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.78B
$8.8K ﹤0.01%
117
-1,000
-90% -$75K
DD icon
433
DuPont de Nemours
DD
$17.3B
$8.73K ﹤0.01%
64
– –
SYY icon
434
Sysco
SYY
$38.1B
$8.69K ﹤0.01%
104
-1,070
-91% -$81K
BKR icon
435
Baker Hughes
BKR
$56.3B
$8.32K ﹤0.01%
150
– –
GEHC icon
436
GE HealthCare
GEHC
$28.9B
$8.32K ﹤0.01%
130
+80
+160% +$5.26K
SPYV icon
437
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$7.78K ﹤0.01%
128
– –
VRTX icon
438
Vertex Pharmaceuticals
VRTX
$130B
$6.95K ﹤0.01%
14
– –
VSNT
439
Versant Media Group
VSNT
$5.22B
$6.63K ﹤0.01%
184
-888
-83% -$35.7K
CAH icon
440
Cardinal Health
CAH
$54.1B
$6.41K ﹤0.01%
+27
New +$5.61K
WBD icon
441
Warner Bros
WBD
$70.3B
$6.4K ﹤0.01%
240
– –
RSG icon
442
Republic Services
RSG
$68.3B
$5.97K ﹤0.01%
28
– –
VGNT
443
Versigent PLC
VGNT
$3.2B
$4.71K ﹤0.01%
+112
New +$4.46K
HPE icon
444
Hewlett Packard
HPE
$74.2B
$4.51K ﹤0.01%
100
– –
ISRG icon
445
Intuitive Surgical
ISRG
$133B
$4.37K ﹤0.01%
11
– –
TDG icon
446
TransDigm Group
TDG
$60B
$4K ﹤0.01%
3
-12
-80% -$14.7K
CRWD icon
447
CrowdStrike
CRWD
$248B
$3.82K ﹤0.01%
20
– –
RCL icon
448
Royal Caribbean
RCL
$66.7B
$3.81K ﹤0.01%
12
+5
+71% +$1.4K
FITB
449
Fifth Third Bancorp
FITB
$49.6B
$3.78K ﹤0.01%
67
-13
-16% -$659
BA icon
450
Boeing
BA
$166B
$3.68K ﹤0.01%
17
– –
16 17
18
19 20

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.