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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
COST icon
51
Costco
COST
$408B
$1.55M 0.48%
1,659
+9
+0.5% +$8.97K
WMT icon
52
Walmart Inc
WMT
$865B
$1.54M 0.48%
13,590
-219
-2% -$27.2K
AMAT icon
53
Applied Materials
AMAT
$337B
$1.54M 0.48%
2,125
+217
+11% +$100K
GILD icon
54
Gilead Sciences
GILD
$182B
$1.5M 0.47%
11,912
+193
+2% +$25.4K
QQQ icon
55
Invesco QQQ Trust
QQQ
$477B
$1.5M 0.46%
2,032
+280
+16% +$193K
MU icon
56
Micron Technology
MU
$1.04T
$1.48M 0.46%
1,279
+254
+25% +$190K
SPSB icon
57
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$1.46M 0.45%
48,760
+7,665
+19% +$230K
VZ icon
58
Verizon
VZ
$213B
$1.42M 0.44%
33,515
+1,344
+4% +$63K
BLK icon
59
Blackrock
BLK
$165B
$1.34M 0.42%
1,396
-253
-15% -$262K
JNJ icon
60
Johnson & Johnson
JNJ
$642B
$1.3M 0.4%
5,108
+103
+2% +$24K
V icon
61
Visa
V
$701B
$1.29M 0.4%
3,762
-125
-3% -$40.1K
CSX icon
62
CSX Corp
CSX
$90.6B
$1.29M 0.4%
27,124
-2,915
-10% -$132K
C icon
63
Citigroup
C
$228B
$1.28M 0.4%
9,146
+109
+1% +$14.2K
BEN icon
64
Franklin Templeton
BEN
$17B
$1.26M 0.39%
37,849
+320
+0.9% +$9.58K
EMR icon
65
Emerson Electric
EMR
$82.7B
$1.24M 0.39%
8,697
-91
-1% -$12.8K
DRI icon
66
Darden Restaurants
DRI
$24.8B
$1.22M 0.38%
5,913
+5
+0.1% +$1K
VGSH icon
67
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$1.21M 0.37%
20,775
+238
+1% +$13.9K
USB icon
68
US Bancorp
USB
$97.7B
$1.17M 0.36%
19,359
+471
+2% +$26.4K
BP icon
69
BP
BP
$118B
$1.17M 0.36%
31,536
– –
MS icon
70
Morgan Stanley
MS
$324B
$1.15M 0.36%
5,496
+120
+2% +$23.8K
MDY icon
71
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$1.11M 0.34%
1,582
+205
+15% +$137K
AVEM icon
72
Avantis Emerging Markets Equity ETF
AVEM
$28.1B
$1.07M 0.33%
+11,127
New +$1.03M
SCHW
73
Charles Schwab
SCHW
$186B
$1.03M 0.32%
11,155
+6
+0.1% +$547
TD icon
74
Toronto Dominion Bank
TD
$198B
$1.03M 0.32%
8,455
-20
-0.2% -$2.19K
ETN icon
75
Eaton
ETN
$153B
$1.02M 0.31%
2,390
+17
+0.7% +$6.86K
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.