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Latest United Community Bank Stock Portfolio

$299Million | No. of Holdings #563

United Community Bank Performance

2026 Q1-0.81%
YTD-0.81%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 24 Apr, 2026
$299Million
  as of Apr 24, 2026

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 etf3,664,920
ishares core total us aggregate bond etf3,178,030
j p morgan exchange traded fd core etf2,793,630
spdr ser tr ss spdr bbg invt flt rte etf2,685,860
ishares 1-3 year treasury bond etf2,657,100
united cmnty bks blairsvle ga com2,649,030
vanguard scottsdale fds inter term etf2,260,520
vanguard intermediate term bd etf2,196,230
New stocks bought by United Community Bank

Additions

Ticker% Inc.
kenvue inc com8,336
autozone inc7,700
zoetis inc cl a com5,871
nike inc cl b com4,114
fedex corp3,980
fiserv inc com2,387
intercontinental exchange inc1,475
thermo fisher scientific inc com1,461
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.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
Sector%
Others56.8
Technology9.5
Financial Services7.1
Healthcare5.1
Industrials4.2
Consumer Cyclical4
Consumer Defensive3.8
Communication Services3.4
Energy3.1
Utilities1.9

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED56.8
MEGA-CAP22.3
LARGE-CAP18.5
MID-CAP1.9

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.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others59
S&P 50039.5
RUSSELL 20001.5
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.

$299.87MTotal Value
500Positions
24 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of United Community Bank, last reported on 24 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.56%31,748
$1.67M
0.56%
new position
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
0.07%2,110
$198.2K
0.07%
new position
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
$84.9K
0.03%
new position
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
0.03%1,884
$80.2K
0.03%
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
$13.3K
0%
new position
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%155
$11.5K
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr Alerian Mlp Etf

Alps Etf Tr Alerian Mlp Etf

ACES
United Community Bank's holding in Alps Etf Tr Alerian Mlp Etf over time
0.01%460
$24.2K
0.01%
new position
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
$224.8K
0.07%
new position
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
0.06%867
$176.0K
0.06%
decreased 38.6 percentreduced