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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
TXT icon
451
Textron
TXT
$13.9B
$3.58K ﹤0.01%
39
– –
TMUS icon
452
T-Mobile US
TMUS
$195B
$3.52K ﹤0.01%
21
-38
-64% -$7.2K
ETR icon
453
Entergy
ETR
$49.3B
$3.45K ﹤0.01%
30
– –
AGCO icon
454
AGCO
AGCO
$8.76B
$3.35K ﹤0.01%
+28
New +$3.25K
D icon
455
Dominion Energy
D
$56.6B
$3.28K ﹤0.01%
48
– –
MRSH
456
Marsh
MRSH
$85.8B
$3.17K ﹤0.01%
19
– –
KHC icon
457
Kraft Heinz
KHC
$29.1B
$3.14K ﹤0.01%
133
– –
SNPS icon
458
Synopsys
SNPS
$69.5B
$3.12K ﹤0.01%
7
– –
CCL icon
459
Carnival Corporation Ltd
CCL
$30.3B
$2.89K ﹤0.01%
101
-2,088
-95% -$57K
HLT icon
460
Hilton Worldwide
HLT
$69.3B
$2.64K ﹤0.01%
8
-46
-85% -$15.1K
EME icon
461
Emcor
EME
$32.7B
$2.49K ﹤0.01%
+3
New +$2.54K
AMT icon
462
American Tower
AMT
$82.4B
$2.45K ﹤0.01%
15
-44
-75% -$7.92K
ROST icon
463
Ross Stores
ROST
$72.5B
$2.34K ﹤0.01%
11
– –
MLM icon
464
Martin Marietta Materials
MLM
$35.7B
$2.31K ﹤0.01%
4
-10
-71% -$5.93K
MCO icon
465
Moody's
MCO
$81.1B
$2.27K ﹤0.01%
5
– –
NUE icon
466
Nucor
NUE
$58.5B
$2.23K ﹤0.01%
10
– –
EQIX icon
467
Equinix
EQIX
$98.6B
$2.08K ﹤0.01%
2
-6
-75% -$6.42K
WELL icon
468
Welltower
WELL
$168B
$2.04K ﹤0.01%
9
– –
TEL icon
469
TE Connectivity
TEL
$58.5B
$2.02K ﹤0.01%
10
– –
BSX icon
470
Boston Scientific
BSX
$63.9B
$1.83K ﹤0.01%
43
-104
-71% -$5.65K
EXC icon
471
Exelon
EXC
$43.7B
$1.77K ﹤0.01%
38
– –
MSCI icon
472
MSCI
MSCI
$39.9B
$1.68K ﹤0.01%
3
– –
PYPL icon
473
PayPal
PYPL
$46.1B
$1.47K ﹤0.01%
34
– –
HIG icon
474
Hartford Financial Services
HIG
$36.8B
$1.46K ﹤0.01%
+11
New +$1.47K
O icon
475
Realty Income
O
$55.5B
$1.36K ﹤0.01%
22
– –
17 18
19
20 21

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.