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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
BIV icon
26
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$2.71M 0.84%
35,326
+6,870
+24% +$527K
PM icon
27
Philip Morris
PM
$304B
$2.7M 0.84%
14,937
+522
+4% +$90.5K
SHY icon
28
iShares 1-3 Year Treasury Bond ETF
SHY
$26.1B
$2.68M 0.83%
32,635
+455
+1% +$37.4K
CVX icon
29
Chevron
CVX
$416B
$2.65M 0.82%
15,975
+123
+0.8% +$22.9K
AMZN icon
30
Amazon
AMZN
$2.73T
$2.43M 0.75%
10,215
-522
-5% -$131K
ABBV icon
31
AbbVie
ABBV
$463B
$2.43M 0.75%
9,661
+325
+3% +$69.9K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.23T
$2.39M 0.74%
6,753
-257
-4% -$91.8K
VWO icon
33
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.27M 0.7%
38,055
+470
+1% +$27.6K
VGIT icon
34
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.2B
$2.18M 0.68%
37,028
-932
-2% -$55.1K
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$120B
$2.15M 0.67%
11,297
– –
MRK icon
36
Merck
MRK
$357B
$2.06M 0.64%
16,030
-5
-0% -$585
KO icon
37
Coca-Cola
KO
$384B
$2.06M 0.64%
25,338
-820
-3% -$64.8K
HD icon
38
Home Depot
HD
$310B
$2.06M 0.64%
5,837
+38
+0.7% +$12.4K
AVGO icon
39
Broadcom
AVGO
$1.65T
$1.96M 0.61%
5,189
-1,244
-19% -$499K
DUK icon
40
Duke Energy
DUK
$92.8B
$1.88M 0.58%
14,888
+18
+0.1% +$2.27K
IBM icon
41
IBM
IBM
$235B
$1.88M 0.58%
6,699
+91
+1% +$22.9K
META icon
42
Meta Platforms (Facebook)
META
$1.7T
$1.83M 0.57%
3,254
-62
-2% -$37.9K
T icon
43
AT&T
T
$182B
$1.78M 0.55%
86,120
+2,241
+3% +$55.6K
LLY icon
44
Eli Lilly
LLY
$1.01T
$1.78M 0.55%
1,486
+4
+0.3% +$4.09K
NEE icon
45
NextEra Energy
NEE
$170B
$1.73M 0.54%
19,761
+1,015
+5% +$91.8K
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.27T
$1.69M 0.52%
4,722
-1,065
-18% -$383K
BMY icon
47
Bristol-Myers Squibb
BMY
$131B
$1.67M 0.52%
28,994
+670
+2% +$38.5K
IGSB icon
48
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$1.61M 0.5%
30,808
-940
-3% -$49.3K
PNC icon
49
PNC Financial Services
PNC
$96.8B
$1.61M 0.5%
6,523
+50
+0.8% +$11.2K
OKE icon
50
Oneok
OKE
$61.1B
$1.6M 0.49%
18,408
+690
+4% +$60.8K
1
2
3 4 5

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.