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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
PFE icon
101
Pfizer
PFE
$158B
$647K 0.2%
26,883
+850
+3% +$22.2K
SPGI icon
102
S&P Global
SPGI
$123B
$638K 0.2%
1,567
+309
+25% +$130K
DVY icon
103
iShares Select Dividend ETF
DVY
$23.6B
$635K 0.2%
4,060
-250
-6% -$38.5K
IEFA icon
104
iShares Core MSCI EAFE ETF
IEFA
$194B
$629K 0.19%
6,508
+2,808
+76% +$270K
PHM icon
105
Pultegroup
PHM
$22.7B
$605K 0.19%
4,408
-13
-0.3% -$1.58K
RIO icon
106
Rio Tinto
RIO
$159B
$594K 0.18%
6,253
-35
-0.6% -$3.55K
IWR icon
107
iShares Russell Mid-Cap ETF
IWR
$55.9B
$585K 0.18%
5,303
– –
FLEX icon
108
Flex
FLEX
$40B
$564K 0.17%
3,480
-2,290
-40% -$278K
ORCL icon
109
Oracle
ORCL
$417B
$548K 0.17%
3,736
+93
+3% +$16.9K
TRV icon
110
Travelers Companies
TRV
$78.9B
$539K 0.17%
1,634
-65
-4% -$19.7K
PGR icon
111
Progressive
PGR
$128B
$537K 0.17%
2,459
+25
+1% +$5.04K
IP icon
112
International Paper
IP
$18.1B
$537K 0.17%
14,088
+580
+4% +$19.9K
VOO icon
113
Vanguard S&P 500 ETF
VOO
$1.04T
$516K 0.16%
752
+709
+1,649% +$473K
IJK icon
114
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.4B
$492K 0.15%
4,183
-863
-17% -$95.9K
VRT icon
115
Vertiv
VRT
$91.4B
$491K 0.15%
1,467
+452
+45% +$143K
TNL icon
116
Travel + Leisure Co
TNL
$4.06B
$487K 0.15%
6,378
+70
+1% +$4.92K
AMGN icon
117
Amgen
AMGN
$206B
$485K 0.15%
1,338
-165
-11% -$56.5K
TSLA icon
118
Tesla
TSLA
$1.42T
$477K 0.15%
1,134
+45
+4% +$17.9K
NRG icon
119
NRG Energy
NRG
$22.8B
$465K 0.14%
3,185
+65
+2% +$9.36K
SYK icon
120
Stryker
SYK
$108B
$449K 0.14%
1,425
-6
-0.4% -$1.89K
AEP icon
121
American Electric Power
AEP
$66.5B
$448K 0.14%
3,278
-349
-10% -$46K
VO icon
122
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$445K 0.14%
5,528
+2,652
+92% +$206K
TSM icon
123
TSMC
TSM
$2.17T
$440K 0.14%
922
-145
-14% -$58.8K
VONG icon
124
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$422K 0.13%
3,304
-973
-23% -$121K
LRCX icon
125
Lam Research
LRCX
$342B
$419K 0.13%
966
+796
+468% +$242K
3 4
5
6 7

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.