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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
CDW icon
526
CDW
CDW
$19.2B
$281 ﹤0.01%
2
– –
FIS icon
527
Fidelity National Information Services
FIS
$19.7B
$272 ﹤0.01%
7
– –
CTSH icon
528
Cognizant
CTSH
$28.9B
$232 ﹤0.01%
6
– –
VLTO icon
529
Veralto
VLTO
$23.5B
$177 ﹤0.01%
2
– –
CSGP icon
530
CoStar Group
CSGP
$12.8B
$142 ﹤0.01%
5
– –
SOLV icon
531
Solventum
SOLV
$14.9B
$77 ﹤0.01%
1
– –
GENVR
532
Gen Digital Inc Contingent Value Rights
GENVR
$42 ﹤0.01%
33
– –
AI icon
533
C3.ai
AI
$1.8B
– –
-1,000
Closed -$8.42K
AMLP icon
534
Alerian MLP ETF
AMLP
$13.5B
– –
-460
Closed -$24.2K
EFOR
535
Everforth Inc
EFOR
$1.29B
– –
-4,100
Closed -$159K
BF.B icon
536
Brown-Forman Class B
BF.B
$12B
– –
-841
Closed -$22.2K
BN icon
537
Brookfield
BN
$84B
– –
-6,538
Closed -$265K
CGUS icon
538
Capital Group Core Equity ETF
CGUS
$11.7B
– –
-731
Closed -$28.1K
CINF icon
539
Cincinnati Financial
CINF
$26.1B
– –
-344
Closed -$54.1K
CLSK icon
540
CleanSpark
CLSK
$3.41B
– –
-400
Closed -$3.4K
CTRA
541
DELISTED
Coterra Energy
CTRA
– –
-15
Closed -$527
DECK icon
542
Deckers Outdoor
DECK
$11B
– –
-45
Closed -$4.5K
EEFT icon
543
Euronet Worldwide
EEFT
$2.67B
– –
-4,052
Closed -$269K
VMRK
544
Vivmark Residential
VMRK
$50.7B
– –
-191
Closed -$11.3K
FANG icon
545
Diamondback Energy
FANG
$57.4B
– –
-17
Closed -$3.36K
FDS icon
546
Factset
FDS
$9.85B
– –
-92
Closed -$20K
FTEC icon
547
Fidelity MSCI Information Technology Index ETF
FTEC
$20.9B
– –
-250
Closed -$52K
GIB icon
548
CGI
GIB
$14.5B
– –
-232
Closed -$17K
IGLD icon
549
FT Vest Gold Strategy Target Income ETF
IGLD
$585M
– –
-650
Closed -$16.6K
IRM icon
550
Iron Mountain
IRM
$34.3B
– –
-37
Closed -$3.78K
20 21
22
23 24

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.