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Latest United Community Bank Stock Portfolio

$323Million | No. of Holdings #532

United Community Bank Performance

2026 Q2+0.92%
YTD+0.10%
2025+10.91%

About United Community Bank and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Community Bank reported an equity portfolio of $323.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of United Community Bank are , IAUM, CSD. The fund has invested 9.3% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW COM and 4.3% of portfolio in ISHARES GOLD TR SHARES REPRESENT ETF. <br><br> The fund managers got completely rid off UNITED CMNTY BKS BLAIRSVLE GA COM (UCBI), EXXON MOBIL CORP (XOM) and PIMCO ETF TR ENHNCD LW DUR AC ETF (BOND) stocks. They significantly reduced their stock positions in VISTRA CORP COM (VST), KENVUE INC COM and ZOETIS INC CL A COM (ZTS). United Community Bank opened new stock positions in AMERICAN CENTY ETF TR AVANTIS EMGMKT ETF (AEMB), SPDR SER TR SS SPDR PORT S&P 500 GW ETF (BIL) and EXPEDIA GROUP INC COM NEW (EXPE). The fund showed a lot of confidence in some stocks as they added substantially to OMNICOM GROUP INC (OMC), GALLAGHER ARTHUR J (AJG) and VANGUARD S&P 500 ETF (VB).
United Community Bank Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$323Million
  as of Aug 13, 2026

United Community Bank Annual Return Estimates Vs S&P 500

Our best estimate is that United Community Bank made a return of 0.92% in the last quarter. In trailing 12 months, it's portfolio return was 6.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr avantis emgmkt etf1,073,640
spdr ser tr ss spdr port s&p 500 gw etf416,465
expedia group inc com new254,601
ralph lauren corp208,733
ishares high dividend etf202,834
rayonier inc com166,005
honeywell intl inc com148,334
honeywell aerospace inc com146,466
New stocks bought by United Community Bank

Additions

Ticker% Inc.
omnicom group inc33,318
gallagher arthur j31,750
vanguard s&p 500 etf1,648
blackrock etf trust ishares us equit etf1,605
state st spdr dj ind avg etf tr ut ser 1825
ishares tr eafe value etf812
vanguard information technology index700
vanguard mid-cap etf668
Additions to existing portfolio by United Community Bank

Reductions

Ticker% Reduced
illinois tool works inc-97.17
monster beverage corporation-94.74
fiserv inc com-93.01
cintas corp-91.23
sysco corp-91.14
vanguard long term corporate bond etf-89.53
aflac inc-89.06
intuit com-88.5
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 59.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
Sector%
Others59.4
Technology9.6
Financial Services6.4
Healthcare5
Industrials4.1
Consumer Cyclical3.8
Consumer Defensive3.5
Communication Services3.1
Energy2.2
Utilities1.7

Market Cap. Distribution

United Community Bank has about 39.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED59.4
MEGA-CAP21.3
LARGE-CAP18.5

Stocks belong to which Index?

About 37.9% of the stocks held by United Community Bank either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others61.4
S&P 50037.9
Top 5 Winners (%)%
INTC
intel corp
216.4 %
MU
micron technology inc com
175.6 %
DELL
dell technologies inc cl c
162.9 %
gen digital inc cvr rts exp 04/17/2027
162.5 %
STX
seagate technology hldng plc ord shs com
135.5 %
Top 5 Winners ($)$
berkshire hathaway inc del cl b new com
1.2 M
CSCO
cisco systems inc
1.2 M
CSD
invesco exchange traded fd tr s&p500
1.0 M
IJR
ishares tr core s&p500 etf
1.0 M
VB
vanguard idx fds vang total stk mkt etf
1.0 M
Top 5 Losers (%)%
VAW
vanguard information technology index
-73.1 %
VB
vanguard growth etf
-69.9 %
VB
vanguard mid-cap etf
-59.2 %
IJR
ishares russell 1000 growth etf
-58.4 %
BZQ
proshares tr s&p 500 dv arist etf
-40.0 %
Top 5 Losers ($)$
VB
vanguard growth etf
-14.4 M
IAUM
ishares gold tr shares represent etf
-2.4 M
VAW
vanguard information technology index
-2.0 M
T
at&t inc.
-0.7 M
CVX
chevron corp new com
-0.7 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 532 stocks in it's portfolio. About 33.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. was the most profitable stock for United Community Bank last quarter.

$323.39MTotal Value
500Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of United Community Bank, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Ishs 1-5yr Invs Etf

Ishares Tr Ishs 1-5yr Invs Etf

AAXJ
United Community Bank's holding in Ishares Tr Ishs 1-5yr Invs Etf over time
0.5%30,808
$1.61M
0.5%
decreased 2.96 percentreduced
AAXJ
Ishares Tr Jpmorgan Usd Emg

Ishares Tr Jpmorgan Usd Emg

AAXJ
United Community Bank's holding in Ishares Tr Jpmorgan Usd Emg over time
0.06%2,110
$203.5K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Eafe Value Etf

Ishares Tr Eafe Value Etf

AAXJ
United Community Bank's holding in Ishares Tr Eafe Value Etf over time
0.03%1,414
$108.2K
0.03%
increased 812.26 percentadded
AAXJ
Ishares Tr National Mun Etf

Ishares Tr National Mun Etf

AAXJ
United Community Bank's holding in Ishares Tr National Mun Etf over time
0.03%800
$86.1K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Intl Sel Div Etf

Ishares Tr Intl Sel Div Etf

AAXJ
United Community Bank's holding in Ishares Tr Intl Sel Div Etf over time
0.02%1,884
$78.1K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Pfd And Incm Sec

Ishares Tr Pfd And Incm Sec

AAXJ
United Community Bank's holding in Ishares Tr Pfd And Incm Sec over time
0%438
$13.4K
0%
unchanged 0 percentunchanged
ACWF
Ishares Core Universal Usd Bond Etf

Ishares Core Universal Usd Bond Etf

ACWF
United Community Bank's holding in Ishares Core Universal Usd Bond Etf over time
0.07%4,866
$224.6K
0.07%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd Com

Agnico Eagle Mines Ltd Com

AEM
United Community Bank's holding in Agnico Eagle Mines Ltd Com over time
0.04%727
$112.8K
0.04%
decreased 16.15 percentreduced
AEMB
American Centy Etf Tr Avantis Emgmkt Etf

American Centy Etf Tr Avantis Emgmkt Etf

AEMB
United Community Bank's holding in American Centy Etf Tr Avantis Emgmkt Etf over time
0.33%11,127
$1.07M
0.33%
new position