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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
FLEX icon
126
Flex
FLEX
$42.5B
$378K 0.13%
5,770
+435
+8% +$27.8K
CRM icon
127
Salesforce
CRM
$142B
$375K 0.13%
2,008
-895
-31% -$185K
MDLZ icon
128
Mondelez International
MDLZ
$77.9B
$368K 0.12%
6,384
+580
+10% +$33.6K
ACN icon
129
Accenture
ACN
$94.3B
$365K 0.12%
1,840
+60
+3% +$14K
TSM icon
130
TSMC
TSM
$2.07T
$361K 0.12%
1,067
-138
-11% -$47.5K
IVE icon
131
iShares S&P 500 Value ETF
IVE
$49.1B
$353K 0.12%
1,672
-45
-3% -$9.74K
FNV icon
132
Franco-Nevada
FNV
$41.4B
$350K 0.12%
1,415
– –
MU icon
133
Micron Technology
MU
$1.02T
$346K 0.12%
1,025
+15
+1% +$5.88K
QCOM icon
134
Qualcomm
QCOM
$179B
$344K 0.11%
2,671
-28
-1% -$4.09K
IEFA icon
135
iShares Core MSCI EAFE ETF
IEFA
$188B
$335K 0.11%
3,700
-2,034
-35% -$190K
RTX icon
136
RTX Corp
RTX
$294B
$330K 0.11%
1,712
– –
UNH icon
137
UnitedHealth
UNH
$379B
$328K 0.11%
1,213
+195
+19% +$58.1K
PAYX icon
138
Paychex
PAYX
$41.1B
$325K 0.11%
3,525
+348
+11% +$34.4K
GPC icon
139
Genuine Parts
GPC
$17.6B
$323K 0.11%
3,059
-548
-15% -$67.8K
DIS icon
140
Walt Disney
DIS
$168B
$323K 0.11%
3,351
-438
-12% -$46.3K
WCC
141
WESCO International
WCC
$16.5B
$318K 0.11%
+1,163
New +$327K
L icon
142
Loews
L
$24.4B
$317K 0.11%
2,971
– –
COP icon
143
ConocoPhillips
COP
$141B
$314K 0.1%
2,376
+181
+8% +$20K
PKG icon
144
Packaging Corp of America
PKG
$22.5B
$311K 0.1%
1,466
-821
-36% -$183K
SYF icon
145
Synchrony
SYF
$24.5B
$309K 0.1%
4,543
+35
+0.8% +$2.54K
IBDU icon
146
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.02B
$306K 0.1%
+13,150
New +$308K
SCHB icon
147
Schwab US Broad Market ETF
SCHB
$42.8B
$306K 0.1%
12,175
+1,183
+11% +$31K
IBDS icon
148
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.83B
$305K 0.1%
+12,580
New +$305K
HON icon
149
Honeywell
HON
$77.9B
$303K 0.1%
1,342
-491
-27% -$112K
GWW icon
150
W.W. Grainger
GWW
$66B
$303K 0.1%
278
– –
4 5
6
7 8

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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
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RL
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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.