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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
T icon
26
AT&T
T
$167B
$2.43M 0.81%
83,879
+568
+0.7% +$15.2K
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$227B
$2.38M 0.8%
37,216
+1,100
+3% +$72.6K
PM icon
28
Philip Morris
PM
$305B
$2.38M 0.79%
14,415
+262
+2% +$45.5K
CSCO icon
29
Cisco
CSCO
$452B
$2.36M 0.79%
30,417
-2,088
-6% -$163K
SPY icon
30
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$2.3M 0.77%
3,529
+1,823
+107% +$1.24M
VGIT icon
31
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$2.26M 0.75%
+37,960
New +$2.27M
AMZN icon
32
Amazon
AMZN
$2.49T
$2.24M 0.75%
10,737
+311
+3% +$68.5K
BIV icon
33
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.2M 0.73%
+28,456
New +$2.22M
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$2.03M 0.68%
37,585
+12
+0% +$672
ABBV icon
35
AbbVie
ABBV
$454B
$2.03M 0.68%
9,336
+168
+2% +$37.3K
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.99T
$2.01M 0.67%
7,010
-1,252
-15% -$393K
AVGO icon
37
Broadcom
AVGO
$1.82T
$1.99M 0.66%
6,433
+115
+2% +$37.8K
KO icon
38
Coca-Cola
KO
$362B
$1.99M 0.66%
26,158
-56
-0.2% -$4.23K
DUK icon
39
Duke Energy
DUK
$100B
$1.95M 0.65%
14,870
-238
-2% -$29.8K
MRK icon
40
Merck
MRK
$323B
$1.93M 0.64%
16,035
+2,770
+21% +$320K
HD icon
41
Home Depot
HD
$335B
$1.91M 0.64%
5,799
-1,413
-20% -$515K
META icon
42
Meta Platforms (Facebook)
META
$1.51T
$1.9M 0.63%
3,316
-27
-0.8% -$17.3K
NEE icon
43
NextEra Energy
NEE
$185B
$1.74M 0.58%
18,746
-1,163
-6% -$103K
BMY icon
44
Bristol-Myers Squibb
BMY
$128B
$1.72M 0.57%
28,324
+405
+1% +$23.6K
WMT icon
45
Walmart Inc
WMT
$889B
$1.72M 0.57%
13,809
-741
-5% -$91K
IGSB icon
46
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$1.67M 0.56%
+31,748
New +$1.68M
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$3.99T
$1.66M 0.55%
5,787
-397
-6% -$125K
COST icon
48
Costco
COST
$422B
$1.64M 0.55%
1,650
-94
-5% -$91.6K
GILD icon
49
Gilead Sciences
GILD
$162B
$1.63M 0.54%
11,719
+390
+3% +$54.6K
VZ icon
50
Verizon
VZ
$198B
$1.61M 0.54%
32,171
+2,865
+10% +$133K
1
2
3 4 5

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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
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RL
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JGIA
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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.