Latest United Community Bank Stock Portfolio
United Community Bank Performance:
2025 Q3: 3.06%YTD: 5.91%2024: 7.87%
Performance for 2025 Q3 is 3.06%, and YTD is 5.91%, and 2024 is 7.87%.
About United Community Bank and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, United Community Bank reported an equity portfolio of $323 Millions as of 30 Sep, 2025.
The top stock holdings of United Community Bank are , IJR, IAUM. The fund has invested 11.1% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW COM and 5.6% of portfolio in ISHARES TR CORE S&P500 ETF.
The fund managers got completely rid off EASTMAN CHEM CO COM (EMN), VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (AFK) and SPDR SER TR BLOOMBERG 1-3 MO (BIL) stocks. They significantly reduced their stock positions in ZOETIS INC CL A COM (ZTS), CELANESE CORP DEL COM (CE) and REALTY INCOME CORP COM (O). United Community Bank opened new stock positions in INVESCO EXCHANGE TRADED FD TR S&P500 (CSD), J P MORGAN EXCHANGE TRADED FD CORE ETF (BBAX) and OLD REPUBLIC INTERNATIONAL CORP (ORI). The fund showed a lot of confidence in some stocks as they added substantially to WILLIAMS COS INC (WMB), VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) and MASCO CORP (MAS).
The top stock holdings of United Community Bank are , IJR, IAUM. The fund has invested 11.1% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW COM and 5.6% of portfolio in ISHARES TR CORE S&P500 ETF.
The fund managers got completely rid off EASTMAN CHEM CO COM (EMN), VANECK VECTORS MORNINGSTAR WIDE MOAT ETF (AFK) and SPDR SER TR BLOOMBERG 1-3 MO (BIL) stocks. They significantly reduced their stock positions in ZOETIS INC CL A COM (ZTS), CELANESE CORP DEL COM (CE) and REALTY INCOME CORP COM (O). United Community Bank opened new stock positions in INVESCO EXCHANGE TRADED FD TR S&P500 (CSD), J P MORGAN EXCHANGE TRADED FD CORE ETF (BBAX) and OLD REPUBLIC INTERNATIONAL CORP (ORI). The fund showed a lot of confidence in some stocks as they added substantially to WILLIAMS COS INC (WMB), VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) and MASCO CORP (MAS).
United Community Bank Annual Return Estimates Vs S&P 500
Our best estimate is that United Community Bank made a return of 3.06% in the last quarter. In trailing 12 months, it's portfolio return was 4.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exchange traded fd tr s&p500 | 2,583,470 |
| j p morgan exchange traded fd core etf | 1,768,150 |
| old republic international corp | 591,607 |
| ishares tr msci usa min vol factor etf | 261,635 |
| ishares core total bond etf | 227,291 |
| spdr s&p dividend etf | 223,800 |
| ishares tr jpmorgan usd emg | 200,851 |
| sterling infrastructure inc com | 200,411 |
New stocks bought by United Community Bank
Additions
| Ticker | % Inc. |
|---|---|
| williams cos inc | 4,333 |
| vanguard ftse developed markets etf | 3,830 |
| masco corp | 2,427 |
| first horizon corporation com | 1,463 |
| chipotle mexican grill inc cl a | 1,144 |
| mid-america apartment comm | 1,000 |
| altria group inc | 994 |
| uber technologies inc com | 875 |
Additions to existing portfolio by United Community Bank
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr pfd and incm sec | -97.21 |
| spdr doubleline tr tact etf | -97.01 |
| ishares tr national mun etf | -94.24 |
| avalonbay cmntys inc com | -91.72 |
| hp inc com | -87.84 |
| progressive corp com | -71.96 |
| equinix inc | -66.67 |
| packaging corp of america | -57.21 |
United Community Bank reduced stake in above stock
Sold off
Sector Distribution
United Community Bank has about 52.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 52.8 |
| Technology | 11.5 |
| Financial Services | 6.8 |
| Healthcare | 5.5 |
| Consumer Cyclical | 5.3 |
| Communication Services | 4.5 |
| Consumer Defensive | 3.7 |
| Industrials | 3.6 |
| Energy | 3 |
| Utilities | 2 |
Market Cap. Distribution
United Community Bank has about 46% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 52.7 |
| LARGE-CAP | 25.4 |
| MEGA-CAP | 20.6 |
| MID-CAP | 1.2 |
Stocks belong to which Index?
About 44.8% of the stocks held by United Community Bank either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 54.7 |
| S&P 500 | 44.8 |
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 589 stocks in it's portfolio. About 36.2% of the portfolio is in top 10 stocks. DRI proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for United Community Bank last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc com | 1.39 | 17,672 | 4,499,820 | added | 5.00 | ||
| AAXJ | ishares tr ishs 1-5yr invs etf | 0.53 | 32,535 | 1,725,330 | added | 1.31 | ||
| AAXJ | ishares tr jpmorgan usd emg | 0.06 | 2,110 | 200,851 | new | |||
| AAXJ | ishares tr national mun etf | 0.03 | 800 | 85,192 | reduced | -94.24 | ||
| AAXJ | ishares tr intl sel div etf | 0.02 | 1,884 | 68,860 | unchanged | 0.00 | ||
| AAXJ | ishares tr pfd and incm sec | 0.01 | 694 | 21,944 | reduced | -97.21 | ||
| AAXJ | ishares tr intrm gov cr etf | 0.00 | 47.00 | 5,050 | new | |||
| ABBV | abbvie inc com | 0.74 | 10,310 | 2,387,180 | added | 62.9 | ||
| ABC | cencora inc com | 0.11 | 1,093 | 341,595 | reduced | -1.18 | ||
| ABNB | airbnb inc com cl a | 0.12 | 3,129 | 379,923 | reduced | -0.86 | ||
| ABT | abbott laboratories | 0.02 | 522 | 69,917 | added | 17.04 | ||
| ACN | accenture plc ireland shs class a com | 0.16 | 2,127 | 524,518 | reduced | -13.47 | ||
| ACWF | ishares tr ibonds dec25 etf | 0.15 | 19,133 | 481,960 | reduced | -2.05 | ||
| ACWF | ishares core total bond etf | 0.07 | 4,866 | 227,291 | new | |||
| ACWF | ishares tr core msci pac etf | 0.00 | 85.00 | 6,242 | new | |||
| ADBE | adobe inc com | 0.34 | 3,155 | 1,112,930 | added | 17.03 | ||
| ADI | analog devices inc com | 0.02 | 245 | 60,197 | added | 6.06 | ||
| ADM | archer daniels midland co com | 0.00 | 140 | 8,364 | added | 40.00 | ||
| ADP | automatic data processing inc | 0.48 | 5,228 | 1,534,420 | added | 2.35 | ||
| ADSK | autodesk incorporated | 0.14 | 1,431 | 454,586 | reduced | -0.97 | ||