Latest United Community Bank Stock Portfolio

United Community Bank Performance:

2026 Q1: -0.81%YTD: -0.81%2025: 10.91%

Performance for 2026 Q1 is -0.81%, and YTD is -0.81%, and 2025 is 10.91%.

About United Community Bank and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Community Bank reported an equity portfolio of $299.9 Millions as of 31 Mar, 2026.

The top stock holdings of United Community Bank are , IAUM, CSD. The fund has invested 9.2% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW COM and 5.9% of portfolio in ISHARES GOLD TR SHARES REPRESENT ETF.

The fund managers got completely rid off THE TRADE DESK INC COM CL A (TTD), SPDR SER TR SS SPDR S&P ARPCE & DEFN ETF (BIL) and DIAGEO PLC SPONSORED ADR (DEO) stocks. They significantly reduced their stock positions in COGNIZANT TECH SOLUTIONS (CTSH), CORTEVA INC COM (CTVA) and GALLAGHER ARTHUR J (AJG). United Community Bank opened new stock positions in VANGUARD INT TERM CORPORATE ETF (BNDW), ISHARES CORE TOTAL US AGGREGATE BOND ETF (IJR) and J P MORGAN EXCHANGE TRADED FD CORE ETF (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to KENVUE INC COM, AUTOZONE INC (AZO) and ZOETIS INC CL A COM (ZTS).

United Community Bank Annual Return Estimates Vs S&P 500

Our best estimate is that United Community Bank made a return of -0.81% in the last quarter. In trailing 12 months, it's portfolio return was 8.87%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard int term corporate etf	3,664,920
ishares core total us aggregate bond etf	3,178,030
j p morgan exchange traded fd core etf	2,793,630
spdr ser tr ss spdr bbg invt flt rte etf	2,685,860
ishares 1-3 year treasury bond etf	2,657,100
united cmnty bks blairsvle ga com	2,649,030
vanguard scottsdale fds inter term etf	2,260,520
vanguard intermediate term bd etf	2,196,230

New stocks bought by United Community Bank

Additions

Ticker	% Inc.
kenvue inc com	8,336
autozone inc	7,700
zoetis inc cl a com	5,871
nike inc cl b com	4,114
fedex corp	3,980
fiserv inc com	2,387
intercontinental exchange inc	1,475
thermo fisher scientific inc com	1,461

Additions to existing portfolio by United Community Bank

Reductions

Ticker	% Reduced
ge healthcare technologies inc com	-96.45
dominion energy inc com	-89.45
entergy corp new com	-88.97
hershey co/the	-84.8
novartis ag sponsored adr	-82.25
ss&c technologies holdings inc	-81.48
marsh com	-78.89
o reilly automotive inc	-75.64

United Community Bank reduced stake in above stock

Sold off

None of the stocks were completely sold off by United Community Bank

Sector Distribution

United Community Bank has about 56.8% of it's holdings in Others sector.

Sector	%
Others	56.8
Technology	9.5
Financial Services	7.1
Healthcare	5.1
Industrials	4.2
Consumer Cyclical	4
Consumer Defensive	3.8
Communication Services	3.4
Energy	3.1
Utilities	1.9

Market Cap. Distribution

United Community Bank has about 40.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	56.8
MEGA-CAP	22.3
LARGE-CAP	18.5
MID-CAP	1.9

Stocks belong to which Index?

About 41% of the stocks held by United Community Bank either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59
S&P 500	39.5
RUSSELL 2000	1.5

Top 5 Winners (%)		%
LYB	lyondellbasell industries cl a	86.0 %
	solstice advanced matls inc com shs	54.7 %
VLO	valero energy corp new	50.2 %
MPC	marathon petroleum corp	44.4 %
BG	bunge global sa com shs	42.6 %

Top 5 Winners ($)		$
IAUM	ishares gold tr shares represent etf	1.4 M
CVX	chevron corp new com	0.9 M
XOM	exxon mobil corp	0.5 M
BP	bp plc sponsored adr	0.4 M
T	at&t inc.	0.3 M

Top 5 Losers (%)		%
	gen digital inc cvr rts exp 04/17/2027	-89.3 %
CSGP	costar group inc com	-39.9 %
APP	applovin corp com cl a	-39.6 %
AI	c3 ai inc cl a com	-37.5 %
STLA	stellantis n.v shs com	-34.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp com	-2.0 M
	berkshire hathaway inc del cl b new com	-1.3 M
VB	vanguard growth etf	-0.4 M
CSD	invesco exchange traded fd tr etf	-0.4 M
IJR	ishares tr core s&p500 etf	-0.4 M

United Community Bank Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of United Community Bank

United Community Bank has 563 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. IAUM was the most profitable stock for United Community Bank last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	1.33	15,674	3,977,900	reduced	-0.25

AAXJ	ishares tr ishs 1-5yr invs etf	0.56	31,748	1,668,680	new

AAXJ	ishares tr jpmorgan usd emg	0.07	2,110	198,192	new

AAXJ	ishares tr national mun etf	0.03	800	84,920	new

AAXJ	ishares tr intl sel div etf	0.03	1,884	80,183	unchanged	0.00

AAXJ	ishares tr pfd and incm sec	0.00	438	13,280	new

AAXJ	ishares tr eafe value etf	0.00	155	11,524	unchanged	0.00

ABBV	abbvie inc com	0.68	9,336	2,030,490	added	1.83

ABC	cencora inc com	0.04	428	134,452	added	5.16

ABNB	airbnb inc com cl a	0.10	2,273	287,034	added	104

ABT	abbott laboratories com	0.02	522	53,594	unchanged	0.00

ACES	alps etf tr alerian mlp etf	0.01	460	24,214	new

ACN	accenture plc ireland shs class a com	0.12	1,840	364,854	added	3.37

ACWF	ishares core universal usd bond etf	0.07	4,866	224,761	new

ADBE	adobe inc com	0.05	596	144,876	reduced	-58.7

ADI	analog devices inc com	0.04	391	124,393	added	59.59

ADM	archer daniels midland co com	0.00	129	9,377	unchanged	0.00

ADP	automatic data processing inc	0.33	4,907	997,004	reduced	-4.46

ADSK	autodesk incorporated	0.04	487	116,588	reduced	-2.6

AEM	agnico eagle mines ltd com	0.06	867	175,984	reduced	-38.6