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Latest United Community Bank Stock Portfolio

$335Million | No. of Holdings #555

United Community Bank Performance

2026 Q3-0.07%
YTD+0.03%
2025+10.91%

About United Community Bank and 13F Hedge Fund Stock Holdings

On 2026-10-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, United Community Bank reported an equity portfolio of $335.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of United Community Bank are , IAUM, CSD. The fund has invested 9% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW COM and 4.2% of portfolio in ISHARES GOLD TR SHARES REPRESENT ETF. <br><br> The fund managers got completely rid off ONEOK INC NEW COM (OKE), LANTHEUS HLDGS INC COM (LNTH) and DEXCOM INC COM (DXCM) stocks. They significantly reduced their stock positions in AON PLC SHS CL A COM (AON), LIBERTY ALL STAR EQUITY FUND and BLACKROCK ETF TRUST ISHARES US EQUIT ETF (BECO). United Community Bank opened new stock positions in ONEOK INC NEW COM, J P MORGAN EXCHANGE TRADED FD ETF (BBAX) and XCEL ENERGY INC COM (XEL). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN WATER WORKS (AWK), AFLAC INC (AFL) and NEWMONT CORPORATION COM (NEM).
United Community Bank Equity Portfolio Value
Last Reported on: 28 Oct, 2026
$335Million
  as of Oct 28, 2026

United Community Bank Annual Return Estimates Vs S&P 500

Our best estimate is that United Community Bank made a return of -0.07% in the last quarter. In trailing 12 months, it's portfolio return was 1.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
oneok inc new com1,622,260
exxonmobil holdings corp com shs1,458,890
j p morgan exchange traded fd etf189,723
xcel energy inc com152,942
burlington stores inc122,907
invesco exch traded fd tr ii nasdaq etf77,683
ferrovial nv ord shs com73,360
invesco exch trd slf idx fd tr etf69,013
New stocks bought by United Community Bank

Additions

Ticker% Inc.
american water works1,460
aflac inc1,457
newmont corporation com1,363
illinois tool works inc800
asml holding nv700
spdr ser tr ss spdr port s&p 500 val etf494
abbott laboratories com456
dell technologies inc cl c304
Additions to existing portfolio by United Community Bank

Reductions

Ticker% Reduced
liberty all star equity fund-95.63
blackrock etf trust ishares us equit etf-94.13
ishares tr eafe value etf-89.04
capital one financial corp com-84.31
aptiv plc com shs-80.59
vanguard total bond market etf-78.19
cbre group inc-78.11
3m co com-73.02
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 59.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Utilities
Sector%
Others59.7
Technology10.4
Financial Services6.1
Healthcare5.3
Industrials3.8
Consumer Defensive3.5
Consumer Cyclical3.4
Communication Services3.3
Energy1.9
Utilities1.5

Market Cap. Distribution

United Community Bank has about 39.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED59.6
MEGA-CAP21.8
LARGE-CAP17.8

Stocks belong to which Index?

About 37.8% of the stocks held by United Community Bank either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others61.6
S&P 50037.8
Top 5 Winners (%)%
VEEV
veeva systems inc class a
60.8 %
PLTR
palantir technologies inc com cl a
60.3 %
MPC
marathon petroleum corp
50.8 %
VLO
valero energy corp new
48.0 %
PSX
phillips 66 com
45.0 %
Top 5 Winners ($)$
MSFT
microsoft corp com
2.5 M
AAPL
apple inc com
0.7 M
CVX
chevron corporation com
0.6 M
META
meta platforms inc cl a com
0.5 M
IAUM
ishares gold tr shares represent etf
0.5 M
Top 5 Losers (%)%
APH
amphenol corp com cl a
-43.9 %
APP
applovin corp com cl a
-42.5 %
STRL
sterling infrastructure inc com
-38.1 %
solstice advanced matls inc com shs
-36.2 %
NRG
nrg energy inc
-34.2 %
Top 5 Losers ($)$
APH
amphenol corp com cl a
-0.8 M
CSD
invesco exchange traded fd tr s&p500
-0.5 M
IJR
ishares core s&p midcap etf
-0.5 M
AMAT
applied materials inc
-0.4 M
IBM
international business machs com
-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 555 stocks in it's portfolio. About 34.3% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for United Community Bank last quarter.

$335.87MTotal Value
500Positions
28 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of United Community Bank, last reported on 28 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
0.46%29,866
$1.53M
0.46%
decreased 3.06 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
$191.7K
0.06%
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
0.03%2,234
$94.3K
0.03%
increased 18.58 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
0.02%800
$80.9K
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
$12.9K
0%
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%155
$12.3K
0%
decreased 89.04 percentreduced
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%154
$8.0K
0%
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
0.06%4,866
$214.5K
0.06%
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
$133.2K
0.04%
unchanged 0 percentunchanged