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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
SPYG icon
126
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.8B
$416K 0.13%
+3,500
New +$400K
XLF icon
127
State Street Financial Select Sector SPDR ETF
XLF
$54.4B
$413K 0.13%
7,708
+5,180
+205% +$269K
RPRX icon
128
Royalty Pharma
RPRX
$25.8B
$409K 0.13%
7,290
-1,770
-20% -$92.1K
QCOM icon
129
Qualcomm
QCOM
$200B
$408K 0.13%
2,206
-465
-17% -$87K
MDLZ icon
130
Mondelez International
MDLZ
$79B
$397K 0.12%
6,870
+486
+8% +$29.3K
DLR icon
131
Digital Realty Trust
DLR
$65.7B
$395K 0.12%
2,201
-100
-4% -$19.2K
UNH icon
132
UnitedHealth
UNH
$340B
$393K 0.12%
945
-268
-22% -$99.3K
IVE icon
133
iShares S&P 500 Value ETF
IVE
$49.5B
$375K 0.12%
1,652
-20
-1% -$4.47K
STRL icon
134
Sterling Infrastructure
STRL
$14.5B
$369K 0.11%
440
-30
-6% -$21.1K
DIS icon
135
Walt Disney
DIS
$185B
$369K 0.11%
3,829
+478
+14% +$48.7K
RTX icon
136
RTX Corp
RTX
$261B
$365K 0.11%
1,922
+210
+12% +$38.5K
SCHG icon
137
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
$362K 0.11%
10,693
+5,093
+91% +$169K
PAYX icon
138
Paychex
PAYX
$41.9B
$357K 0.11%
3,635
+110
+3% +$10.4K
GEV icon
139
GE Vernova
GEV
$236B
$356K 0.11%
303
+83
+38% +$84.7K
SCHB icon
140
Schwab US Broad Market ETF
SCHB
$44.2B
$353K 0.11%
12,175
– –
FDX icon
141
FedEx
FDX
$74B
$351K 0.11%
1,121
-103
-8% -$37.4K
MCK icon
142
McKesson
MCK
$103B
$351K 0.11%
464
– –
PKG icon
143
Packaging Corp of America
PKG
$20.6B
$349K 0.11%
1,466
– –
TMO icon
144
Thermo Fisher Scientific
TMO
$232B
$348K 0.11%
694
-352
-34% -$169K
ESI icon
145
Element Solutions
ESI
$7.81B
$347K 0.11%
7,260
-900
-11% -$37.4K
SYF icon
146
Synchrony
SYF
$24.5B
$344K 0.11%
4,528
-15
-0.3% -$1.1K
CI icon
147
Cigna
CI
$76.2B
$343K 0.11%
1,245
+600
+93% +$170K
MO icon
148
Altria Group
MO
$115B
$338K 0.1%
4,699
+194
+4% +$13.5K
GPC icon
149
Genuine Parts
GPC
$18.4B
$338K 0.1%
2,863
-196
-6% -$20.5K
GWW icon
150
W.W. Grainger
GWW
$59.6B
$328K 0.1%
241
-37
-13% -$45.6K
4 5
6
7 8

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.