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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
KLAC icon
151
KLA
KLAC
$221B
$326K 0.1%
1,080
-100
-8% -$19.9K
WCC
152
WESCO International
WCC
$16.4B
$324K 0.1%
938
-225
-19% -$76.4K
L icon
153
Loews
L
$22.3B
$323K 0.1%
2,856
-115
-4% -$12.5K
IVZ icon
154
Invesco
IVZ
$13.9B
$323K 0.1%
12,222
+75
+0.6% +$1.99K
PSA icon
155
Public Storage
PSA
$55.2B
$322K 0.1%
1,011
– –
EBAY icon
156
eBay
EBAY
$48.5B
$319K 0.1%
2,859
+15
+0.5% +$1.6K
ABNB icon
157
Airbnb
ABNB
$101B
$317K 0.1%
2,218
-55
-2% -$7.5K
IWM icon
158
iShares Russell 2000 ETF
IWM
$77.6B
$316K 0.1%
1,051
-35
-3% -$9.84K
URI icon
159
United Rentals
URI
$61.9B
$315K 0.1%
278
-15
-5% -$14.3K
IQV icon
160
IQVIA
IQV
$43.7B
$299K 0.09%
1,545
-35
-2% -$6.1K
UL icon
161
Unilever
UL
$137B
$297K 0.09%
4,942
+905
+22% +$52.3K
IBDS icon
162
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.93B
$297K 0.09%
12,245
-335
-3% -$8.11K
SO icon
163
Southern Company
SO
$100B
$293K 0.09%
3,065
-36
-1% -$3.39K
IBDU icon
164
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.94B
$293K 0.09%
12,650
-500
-4% -$11.6K
IWF icon
165
iShares Russell 1000 Growth ETF
IWF
$124B
$293K 0.09%
2,359
+919
+64% +$111K
PG icon
166
Procter & Gamble
PG
$339B
$292K 0.09%
1,991
-688
-26% -$100K
FNV icon
167
Franco-Nevada
FNV
$50.5B
$291K 0.09%
1,395
-20
-1% -$4.66K
VB icon
168
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$290K 0.09%
958
– –
HUBB icon
169
Hubbell
HUBB
$23.4B
$289K 0.09%
552
+155
+39% +$78.3K
ZBRA icon
170
Zebra Technologies
ZBRA
$16.6B
$285K 0.09%
1,083
-1,050
-49% -$247K
WMB icon
171
Williams Companies
WMB
$88B
$285K 0.09%
3,831
– –
INTC icon
172
Intel
INTC
$514B
$284K 0.09%
2,032
– –
CL icon
173
Colgate-Palmolive
CL
$70.1B
$282K 0.09%
3,076
-109
-3% -$9.54K
SHW icon
174
Sherwin-Williams
SHW
$78.8B
$282K 0.09%
818
-10
-1% -$3.19K
BKNG icon
175
Booking.com
BKNG
$132B
$281K 0.09%
1,575
-75
-5% -$12.8K
5 6
7
8 9

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.