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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
VMBS icon
451
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$14.2K ﹤0.01%
+303
New +$14.3K
MNST icon
452
Monster Beverage
MNST
$93.2B
$13.8K ﹤0.01%
190
– –
PFF icon
453
iShares Preferred and Income Securities ETF
PFF
$13.2B
$13.3K ﹤0.01%
+438
New +$13.7K
SAIL
454
SailPoint Inc
SAIL
$8.7B
$13.2K ﹤0.01%
1,000
– –
SOLS
455
Solstice Advanced Materials
SOLS
$9.62B
$12.9K ﹤0.01%
169
-13
-7% -$891
MCHP icon
456
Microchip Technology
MCHP
$42.3B
$12.5K ﹤0.01%
194
– –
TMUS icon
457
T-Mobile US
TMUS
$190B
$12.4K ﹤0.01%
59
-127
-68% -$26.1K
EFV icon
458
iShares MSCI EAFE Value ETF
EFV
$28.3B
$11.5K ﹤0.01%
155
– –
EQR icon
459
Equity Residential
EQR
$25.2B
$11.3K ﹤0.01%
+191
New +$11.8K
XLB icon
460
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$11.1K ﹤0.01%
222
– –
WHR icon
461
Whirlpool
WHR
$2.44B
$10.8K ﹤0.01%
200
– –
DYNF icon
462
BlackRock US Equity Factor Rotation ETF
DYNF
$38.1B
$10.5K ﹤0.01%
180
– –
AMT icon
463
American Tower
AMT
$77.7B
$10.2K ﹤0.01%
59
-68
-54% -$12.2K
ROK icon
464
Rockwell Automation
ROK
$51.9B
$9.69K ﹤0.01%
27
– –
CTAS icon
465
Cintas
CTAS
$84.4B
$9.64K ﹤0.01%
57
– –
ADM icon
466
Archer Daniels Midland
ADM
$40.1B
$9.38K ﹤0.01%
129
– –
ESGU icon
467
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$9.33K ﹤0.01%
66
– –
AIG icon
468
American International
AIG
$42B
$9.33K ﹤0.01%
124
– –
BSX icon
469
Boston Scientific
BSX
$67.6B
$9.22K ﹤0.01%
147
-127
-46% -$10.2K
BKR icon
470
Baker Hughes
BKR
$60.1B
$9.16K ﹤0.01%
150
– –
MMM icon
471
3M
MMM
$91.9B
$9.15K ﹤0.01%
63
– –
COF icon
472
Capital One
COF
$127B
$8.94K ﹤0.01%
49
– –
DD icon
473
DuPont de Nemours
DD
$18.9B
$8.84K ﹤0.01%
64
– –
AI icon
474
C3.ai
AI
$1.37B
$8.42K ﹤0.01%
1,000
– –
MLM icon
475
Martin Marietta Materials
MLM
$34.3B
$8.24K ﹤0.01%
14
– –
17 18
19
20 21

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.