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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
AWK icon
476
American Water Works
AWK
$27.4B
$1.32K ﹤0.01%
10
– –
CHD icon
477
Church & Dwight Co
CHD
$22.3B
$1.16K ﹤0.01%
12
– –
CDNS icon
478
Cadence Design Systems
CDNS
$76.9B
$1.13K ﹤0.01%
3
– –
FN icon
479
Fabrinet
FN
$13.7B
$1.12K ﹤0.01%
+2
New +$1.29K
KR icon
480
Kroger
KR
$36.3B
$1.11K ﹤0.01%
20
-74
-79% -$4.83K
NEM icon
481
Newmont
NEM
$130B
$1.03K ﹤0.01%
11
– –
SLB icon
482
SLB Ltd
SLB
$79.1B
$1.02K ﹤0.01%
22
– –
CFG icon
483
Citizens Financial Group
CFG
$29.7B
$981 ﹤0.01%
14
– –
LUMN icon
484
Lumen
LUMN
$7.25B
$968 ﹤0.01%
126
– –
MNST icon
485
Monster Beverage
MNST
$85B
$961 ﹤0.01%
20
-360
-95% -$15.1K
GM icon
486
General Motors
GM
$76.5B
$925 ﹤0.01%
12
– –
CTAS icon
487
Cintas
CTAS
$80.6B
$850 ﹤0.01%
5
-52
-91% -$8.99K
MSI icon
488
Motorola Solutions
MSI
$77.1B
$831 ﹤0.01%
2
– –
AFL icon
489
Aflac
AFL
$58.7B
$821 ﹤0.01%
7
-57
-89% -$6.56K
ITW icon
490
Illinois Tool Works
ITW
$76.6B
$811 ﹤0.01%
3
-103
-97% -$26.7K
AIZ icon
491
Assurant
AIZ
$13.9B
$806 ﹤0.01%
3
– –
PNW icon
492
Pinnacle West Capital
PNW
$11.6B
$749 ﹤0.01%
7
– –
BG icon
493
Bunge Global
BG
$23.5B
$747 ﹤0.01%
7
– –
AME icon
494
Ametek
AME
$55.5B
$726 ﹤0.01%
3
– –
CNP icon
495
CenterPoint Energy
CNP
$25.8B
$705 ﹤0.01%
16
– –
ATO icon
496
Atmos Energy
ATO
$27.6B
$689 ﹤0.01%
4
– –
TROW icon
497
T. Rowe Price
TROW
$22.6B
$682 ﹤0.01%
6
– –
F icon
498
Ford
F
$55.3B
$681 ﹤0.01%
49
– –
CTVA icon
499
Corteva
CTVA
$55.1B
$678 ﹤0.01%
8
– –
CNC icon
500
Centene
CNC
$34.3B
$642 ﹤0.01%
10
– –
18 19
20
21 22

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.