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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
(+13%)
Cap. Flow
+$38.4M
Cap. Flow
% of AUM
12.81%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
639
New
87
Increased
151
Reduced
157
Closed
74
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.71M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$3.2M |
| 3 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$2.82M |
| 4 |
UCB
United Community Banks
UCB
|
+$2.77M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$2.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.03M |
| 2 |
iShares Gold Trust
IAU
|
+$903K |
| 3 |
Johnson & Johnson
JNJ
|
+$794K |
| 4 |
iShares Gold Trust Micro
IAUM
|
+$647K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
626
Targa Resources
TRGP
$57.4B
| – | – |
-72
| Closed | -$13.3K |
|
627
TC Energy
TRP
$71.2B
| – | – |
-362
| Closed | -$19.9K |
|
628
Trade Desk
TTD
$8.41B
| – | – |
-3,355
| Closed | -$127K |
|
629
Vanguard Small-Cap Growth ETF
VBK
$23.3B
| – | – |
-10
| Closed | -$3.02K |
|
630
Vanguard FTSE Pacific ETF
VPL
$8.06B
| – | – |
-244
| Closed | -$22.1K |
|
|
WCN
631
Waste Connections
WCN
$42.7B
| – | – |
-60
| Closed | -$10.5K |
|
632
West Pharmaceutical
WST
$23.3B
| – | – |
-18
| Closed | -$4.95K |
|
633
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.11B
| – | – |
-452
| Closed | -$109K |
|
634
Xcel Energy
XEL
$50.4B
| – | – |
-134
| Closed | -$9.9K |
|
|
SOBO
635
South Bow Corp
SOBO
$7.79B
| – | – |
-314
| Closed | -$8.63K |
|
|
Q
636
Qnity Electronics Inc
Q
$27.8B
| – | – |
-96
| Closed | -$7.84K |
|
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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.