We are live on ! Find out more
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
STLD icon
201
Steel Dynamics
STLD
$36.1B
$194K 0.06%
1,078
-25
-2% -$4.55K
GEV icon
202
GE Vernova
GEV
$265B
$192K 0.06%
220
+5
+2% +$3.9K
STRL icon
203
Sterling Infrastructure
STRL
$19.5B
$191K 0.06%
470
+10
+2% +$3.91K
CBRE icon
204
CBRE Group
CBRE
$42.1B
$189K 0.06%
1,397
-556
-28% -$84.5K
CASY icon
205
Casey's General Stores
CASY
$31.6B
$186K 0.06%
255
-111
-30% -$72.3K
TJX icon
206
TJX Companies
TJX
$173B
$185K 0.06%
1,159
+169
+17% +$26.3K
SDY icon
207
State Street SPDR S&P Dividend ETF
SDY
$22B
$182K 0.06%
1,250
-143
-10% -$21.3K
EOG icon
208
EOG Resources
EOG
$74.7B
$182K 0.06%
1,257
-1,338
-52% -$162K
PSX icon
209
Phillips 66
PSX
$83.3B
$180K 0.06%
988
-111
-10% -$17.4K
UBER icon
210
Uber
UBER
$139B
$178K 0.06%
2,480
+813
+49% +$62.6K
AEM icon
211
Agnico Eagle Mines
AEM
$73B
$176K 0.06%
867
-545
-39% -$113K
KLAC icon
212
KLA
KLAC
$266B
$174K 0.06%
1,180
+360
+44% +$52.7K
ITOT icon
213
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$173K 0.06%
1,214
-148
-11% -$22K
CI icon
214
Cigna
CI
$77B
$172K 0.06%
645
+5
+0.8% +$1.38K
ELV icon
215
Elevance Health
ELV
$82.1B
$171K 0.06%
585
+19
+3% +$6.25K
IBKR icon
216
Interactive Brokers
IBKR
$41.1B
$168K 0.06%
2,505
+135
+6% +$9.64K
VAC icon
217
Marriott Vacations Worldwide
VAC
$3.4B
$168K 0.06%
+2,580
New +$160K
IBTK icon
218
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$947M
$168K 0.06%
+8,510
New +$169K
ROP icon
219
Roper Technologies
ROP
$37.1B
$163K 0.05%
461
+377
+449% +$139K
SCHG icon
220
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$163K 0.05%
5,600
– –
NXPI icon
221
NXP Semiconductors
NXPI
$67.6B
$161K 0.05%
816
+36
+5% +$7.97K
QUAL icon
222
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$161K 0.05%
837
– –
VDC icon
223
Vanguard Consumer Staples ETF
VDC
$7.98B
$159K 0.05%
710
– –
EFOR
224
Everforth Inc
EFOR
$884M
$159K 0.05%
+4,100
New +$183K
MCD icon
225
McDonald's
MCD
$192B
$158K 0.05%
509
– –
7 8
9
10 11

Similar funds

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
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $300M AUM 16.35% 1-Year Est. Return
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.