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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
Cap. Flow
+$38.4M
Cap. Flow %
12.81%
Top 10 Hldgs %
33.01%
Holding
639
New
87
Increased
151
Reduced
157
Closed
74

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.71M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.2M
3
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.82M
4
UCB
United Community Banks
UCB
+$2.77M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$2.69M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M
2
IAU icon
iShares Gold Trust
IAU
+$903K
3
JNJ icon
Johnson & Johnson
JNJ
+$794K
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$647K
5
HD icon
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
CMCSA icon
76
Comcast
CMCSA
$80.9B
$916K 0.31%
31,921
+3,545
+12% +$106K
BEN icon
77
Franklin Resources
BEN
$17.3B
$886K 0.3%
37,529
+3,505
+10% +$90.2K
MS icon
78
Morgan Stanley
MS
$337B
$885K 0.3%
5,376
+245
+5% +$42.4K
UPS icon
79
United Parcel Service
UPS
$96B
$881K 0.29%
8,951
+1,263
+16% +$135K
MDY icon
80
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$849K 0.28%
1,377
+40
+3% +$25.3K
ETN icon
81
Eaton
ETN
$155B
$849K 0.28%
2,373
+126
+6% +$44.8K
TFC icon
82
Truist Financial
TFC
$63.7B
$841K 0.28%
18,294
+1,115
+6% +$55.1K
VLO icon
83
Valero Energy
VLO
$90.5B
$832K 0.28%
3,366
+135
+4% +$27.8K
CAT icon
84
Caterpillar
CAT
$402B
$826K 0.28%
1,166
+5
+0.4% +$3.46K
OHI icon
85
Omega Healthcare
OHI
$15.3B
$812K 0.27%
18,540
+1,180
+7% +$53.9K
TGT icon
86
Target
TGT
$63.7B
$811K 0.27%
6,690
+1,238
+23% +$140K
TD icon
87
Toronto Dominion Bank
TD
$198B
$791K 0.26%
8,475
+365
+5% +$34.7K
VNQ icon
88
Vanguard Real Estate ETF
VNQ
$39.8B
$751K 0.25%
8,467
-3,461
-29% -$317K
PFE icon
89
Pfizer
PFE
$141B
$731K 0.24%
26,033
+2,831
+12% +$75.4K
DGRW icon
90
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$689K 0.23%
7,849
-50
-0.6% -$4.55K
AXP icon
91
American Express
AXP
$229B
$684K 0.23%
2,262
-608
-21% -$204K
MDT icon
92
Medtronic
MDT
$108B
$678K 0.23%
7,823
-1,401
-15% -$134K
BAC icon
93
Bank of America
BAC
$436B
$672K 0.22%
13,794
+1,323
+11% +$68.3K
KMB icon
94
Kimberly-Clark
KMB
$37B
$664K 0.22%
6,883
-241
-3% -$24.7K
IGV icon
95
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
$662K 0.22%
8,265
-1,857
-18% -$164K
DVY icon
96
iShares Select Dividend ETF
DVY
$23.8B
$653K 0.22%
4,310
-1,410
-25% -$213K
AMAT icon
97
Applied Materials
AMAT
$410B
$652K 0.22%
1,908
-211
-10% -$71K
RIO icon
98
Rio Tinto
RIO
$150B
$587K 0.2%
6,288
+230
+4% +$21K
IVW icon
99
iShares S&P 500 Growth ETF
IVW
$72.2B
$575K 0.19%
5,087
-95
-2% -$11.4K
ORCL icon
100
Oracle
ORCL
$345B
$536K 0.18%
3,643
+100
+3% +$16.3K
2 3
4
5 6

Similar funds

RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
FPCG
Forum Private Client Group Fishers, Indiana $300M AUM 12.15% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
RCA
Riverview Capital Advisers Boston, Massachusetts $300M AUM 10.98% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $300M AUM 16.35% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $300M AUM 13.94% 1-Year Est. Return

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.