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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
EMB icon
201
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
$203K 0.06%
2,110
– –
HDV
202
iShares Core High Dividend ETF
HDV
$15.5B
$203K 0.06%
+7,400
New +$201K
CASY icon
203
Casey's General Stores
CASY
$22.7B
$203K 0.06%
255
– –
ITOT icon
204
iShares Core S&P Total US Stock Market ETF
ITOT
$95.8B
$199K 0.06%
1,214
– –
ON icon
205
ON Semiconductor
ON
$27.9B
$198K 0.06%
2,099
+105
+5% +$10.8K
SCHD icon
206
Schwab US Dividend Equity ETF
SCHD
$112B
$196K 0.06%
6,189
-952
-13% -$30.2K
SGOV icon
207
iShares 0-3 Month Treasury Bond ETF
SGOV
$109B
$195K 0.06%
1,934
-515
-21% -$51.8K
GIS icon
208
General Mills
GIS
$19.5B
$191K 0.06%
5,500
– –
APP icon
209
Applovin
APP
$112B
$191K 0.06%
371
+7
+2% +$3.38K
CBRE icon
210
CBRE Group
CBRE
$40.7B
$190K 0.06%
1,407
+10
+0.7% +$1.38K
IJT icon
211
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.98B
$187K 0.06%
1,047
– –
UBER icon
212
Uber
UBER
$148B
$186K 0.06%
2,571
+91
+4% +$6.67K
QUAL icon
213
iShares MSCI USA Quality Factor ETF
QUAL
$46.9B
$184K 0.06%
837
– –
EOG icon
214
EOG Resources
EOG
$77.9B
$181K 0.06%
1,397
+140
+11% +$19.1K
OEF icon
215
iShares S&P 100 ETF
OEF
$20.2B
$174K 0.05%
475
– –
VTV icon
216
Vanguard Morningstar Value ETF
VTV
$191B
$171K 0.05%
785
+375
+91% +$78.3K
PRI icon
217
Primerica
PRI
$9B
$170K 0.05%
599
– –
XLI icon
218
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
$168K 0.05%
905
– –
SDY icon
219
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$167K 0.05%
1,100
-150
-12% -$22.3K
RYN icon
220
Rayonier
RYN
$6.02B
$166K 0.05%
+7,801
New +$163K
DKS icon
221
Dick's Sporting Goods
DKS
$11.6B
$166K 0.05%
730
– –
WFC icon
222
Wells Fargo
WFC
$268B
$165K 0.05%
1,998
+215
+12% +$17.3K
ODFL icon
223
Old Dominion Freight Line
ODFL
$37.7B
$162K 0.05%
749
+15
+2% +$3.24K
NOW icon
224
ServiceNow
NOW
$147B
$160K 0.05%
1,615
-1,160
-42% -$115K
VDC icon
225
Vanguard Consumer Staples ETF
VDC
$7.8B
$160K 0.05%
710
– –
7 8
9
10 11

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.