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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
YUM icon
501
Yum! Brands
YUM
$39.9B
$639 ﹤0.01%
4
– –
VST icon
502
Vistra
VST
$47.2B
$635 ﹤0.01%
4
-400
-99% -$62.1K
WRB icon
503
W.R. Berkley
WRB
$25.9B
$635 ﹤0.01%
9
– –
EA
504
DELISTED
Electronic Arts
EA
$615 ﹤0.01%
3
– –
PPG icon
505
PPG Industries
PPG
$23.5B
$606 ﹤0.01%
5
– –
RMD icon
506
ResMed
RMD
$32.2B
$585 ﹤0.01%
3
– –
ES icon
507
Eversource Energy
ES
$25.8B
$578 ﹤0.01%
8
– –
NKE icon
508
Nike
NKE
$55B
$575 ﹤0.01%
14
-576
-98% -$25.3K
AXON
509
Axon Enterprise
AXON
$38.9B
$561 ﹤0.01%
1
– –
LVS icon
510
Las Vegas Sands
LVS
$27.7B
$554 ﹤0.01%
12
– –
A icon
511
Agilent Technologies
A
$41.4B
$531 ﹤0.01%
4
– –
IDXX icon
512
Idexx Laboratories
IDXX
$40.1B
$526 ﹤0.01%
1
– –
ZTS icon
513
Zoetis
ZTS
$30.4B
$503 ﹤0.01%
7
-411
-98% -$38.7K
ACGL icon
514
Arch Capital
ACGL
$32.8B
$485 ﹤0.01%
5
– –
EFX icon
515
Equifax
EFX
$19.9B
$476 ﹤0.01%
3
– –
CPRT icon
516
Copart
CPRT
$27.7B
$451 ﹤0.01%
16
– –
HRL icon
517
Hormel Foods
HRL
$11.5B
$422 ﹤0.01%
17
– –
HSIC icon
518
Henry Schein
HSIC
$9.85B
$418 ﹤0.01%
5
– –
DVN icon
519
Devon Energy
DVN
$54.7B
$413 ﹤0.01%
+10
New +$463
BRO icon
520
Brown & Brown
BRO
$22.1B
$385 ﹤0.01%
6
– –
CCI icon
521
Crown Castle
CCI
$31.6B
$379 ﹤0.01%
5
– –
KVUE icon
522
Kenvue
KVUE
$34.4B
$363 ﹤0.01%
19
-1,584
-99% -$27.9K
VRSK icon
523
Verisk Analytics
VRSK
$22.9B
$359 ﹤0.01%
2
– –
COIN icon
524
Coinbase
COIN
$50.5B
$292 ﹤0.01%
2
– –
VICI icon
525
VICI Properties
VICI
$27.6B
$292 ﹤0.01%
11
– –
19 20
21
22 23

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.