UC

United Community Bank

Diversified strategyMomentum follower

Total reported value

$299.9M

Reporting period: 2026-03-31 · Number of holdings: 565

United Community Bank disclosed 565 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $299.9M and a quarterly turnover rate of 28.6%.

Personality snowflake

Concentration
8
Portfolio Stability
28.56
Momentum/Contrarian
100
Sector conviction
59.44
Diversification
100
Sizing Uniformity
67.87

Recent moves

  • Trim BRK-B

    -0.2%　-$1.4M

  • Trim MSFT

    -4.6%　-$2.4M

  • Trim IVV

    -12.5%　-$1.4M

  • Trim PBP

    +0.3%　-$370.7K

  • Trim IAUM

    -3.4%　$823.5K

  • Add VXUS

    +51.1%　$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-BBerkshire Hathaway Inc-cl BStock-Other9.17%-1.76%-0.25%
2IAUMIshares Gold Trust MicroETF-Commodities5.86%-0.47%-3.42%
3PBPInvesco S&p 500 Buywrite ETFETF-Large Cap & Growth3.53%-0.62%+0.31%
4EFAIshares Msci Eafe ETFETF-Other3.01%—-3.85%
5IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.29%-0.82%-12.50%
6MSFTMicrosoft CORPStock-Tech2.17%-1.20%-4.56%
7VTIVanguard Total Stock Mkt ETFETF-Other2.00%+0.31%+40.38%
8IJHIshares Core S&p Midcap ETFETF-Other1.91%-0.05%+8.02%
9SPHQInvesco S&p 500 Quality ETFETF-Large Cap & Growth1.55%+0.28%+38.58%
10VXFVanguard Extended Market ETFETF-Other1.51%—+3.49%
11VXUSVanguard Total Intl StockETF-Other1.51%+0.40%+51.14%
12VUGVanguard Growth ETFETF-Other1.47%+0.16%+41.95%
13AAPLApple INCStock-Tech1.33%—-0.25%
14NVDANvidia CORPStock-Tech1.29%—+1.07%
15VCITVanguard Int-term CorporateETF-Corp Bonds1.22%+1.22%NEW
16IAUIshares Gold TrustETF-Commodities1.20%-0.36%-19.42%
17CVXChevron CORPStock-Energy1.09%+0.19%+1.53%
18AGGIshares Core U.s. AggregateETF-Other1.06%+1.06%NEW
19JPMJpmorgan Chase & CoStock-Financials1.01%—+6.23%
20VYMVanguard High Dvd Yield ETFETF-Other0.99%+0.22%+40.49%
21IJRIshares Core S&p Small-cap EETF-Small Cap0.98%—-9.07%
22JCPBJpmorgan Core Plus Bond ETFETF-Other0.93%+0.93%NEW
23FLRNSs Spdr Bb Ig Float Rt ETFETF-Other0.90%+0.90%NEW
24SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.89%+0.89%NEW
25UCBUnited Community Banks/gaStock-Financials0.88%+0.88%NEW
26TAt&t INCStock-Comm Services0.81%+0.03%+0.68%
27VEAVanguard Ftse Developed ETFETF-Other0.80%—+3.05%
28PMPhilip Morris InternationalStock-Consumer Staples0.79%—+1.85%
29CSCOCisco Systems INCStock-Tech0.79%—-6.42%
30SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.77%+0.33%+106.86%
31VGITVanguard Intermediate-term TETF-Other0.75%+0.75%NEW
32AMZNAmazon.com INCStock-Consumer Disc0.75%—+2.98%
33BIVVanguard Intermediate-term BETF-Other0.73%+0.73%NEW
34VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.68%—+0.03%
35ABBVAbbvie INCStock-Healthcare0.68%—+1.83%
36GOOGAlphabet Inc-cl CStock-Comm Services0.67%-0.31%-15.15%
37AVGOBroadcom INCStock-Tech0.66%—+1.82%
38KOCoca-cola Co/theStock-Consumer Staples0.66%—-0.21%
39DUKDuke Energy CORPStock-Utilities0.65%—-1.58%
40MRKMerck & Co. INC.Stock-Healthcare0.64%+0.11%+20.88%
41HDHome Depot INCStock-Consumer Disc0.64%-0.30%-19.59%
42METAMeta Platforms Inc-class AStock-Comm Services0.63%-0.20%-0.81%
43NEENextera Energy INCStock-Utilities0.58%—-5.84%
44BMYBristol-myers Squibb CoStock-Healthcare0.57%—+1.45%
45WMTWalmart INCStock-Consumer Staples0.57%—-5.09%
46IGSBIshares 1-5y Inv Grade CORPETF-Other0.56%+0.56%NEW
47GOOGLAlphabet Inc-cl AStock-Comm Services0.55%—-6.42%
48COSTCostco Wholesale CORPStock-Consumer Staples0.55%—-5.39%
49GILDGilead Sciences INCStock-Healthcare0.54%—+3.44%
50VZVerizon Communications INCStock-Comm Services0.54%+0.09%+9.78%
1–50 of 565

Holding changes this quarter

United Community Bank's most significant position changes for 2026-03-31: New buy: Vanguard Int-term Corporate (VCIT); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Jpmorgan Core Plus Bond ETF (JCPB); New buy: Ss Spdr Bb Ig Float Rt ETF (FLRN); New buy: Ishares 1-3 Year Treasury Bo (SHY).

Position changes disclosed by United Community Bank for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VXUSVanguard Total Intl Stock+0.4%+51.14%Add
2AZOAutozone INC+0.3%+7700.00%Add
3SPYSs Spdr S&p 500 ETF Trust-us+0.3%+106.86%Add
4VTIVanguard Total Stock Mkt ETF+0.3%+40.38%Add
5SPHQInvesco S&p 500 Quality ETF+0.3%+38.58%Add
6VYMVanguard High Dvd Yield ETF+0.2%+40.49%Add
7CVXChevron CORP+0.2%+1.53%Add
8VUGVanguard Growth ETF+0.2%+41.95%Add
9TMOThermo Fisher Scientific INC+0.2%+1461.19%Add
10FDXFedex CORP+0.2%+3980.00%Add
11ZBRAZebra Technologies Corp-cl A+0.1%+672.83%Add
12MRKMerck & Co. INC.+0.1%+20.88%Add
13BPBp Plc-spons Adr+0.1%+7.06%Add
14VZVerizon Communications INC+0.1%+9.78%Add
15OKEOneok INC+0.1%+4.25%Add
16TAt&t INC0%+0.68%Add
17IJHIshares Core S&p Midcap ETF-0.1%+8.02%Add
18ADBEAdobe INC-0.1%-58.70%Trim
19CRMSalesforce INC-0.2%-30.83%Trim
20AXPAmerican Express Co-0.2%-21.18%Trim
21ADPAutomatic Data Processing-0.2%-4.46%Trim
22IGVIshares Expanded Tech-softwa-0.2%-18.35%Trim
23METAMeta Platforms Inc-class A-0.2%-0.81%Trim
24BKNGBooking Holdings INC-0.2%-57.14%Trim
25IBMIntl Business Machines CORP-0.2%-0.69%Trim
26JNJJohnson & Johnson-0.3%-40.52%Trim
27HDHome Depot INC-0.3%-19.59%Trim
28GOOGAlphabet Inc-cl C-0.3%-15.15%Trim
29IAUIshares Gold Trust-0.4%-19.42%Trim
30IAUMIshares Gold Trust Micro-0.5%-3.42%Trim
31PBPInvesco S&p 500 Buywrite ETF-0.6%+0.31%Add
32IVVIshares Core S&p 500 ETF-0.8%-12.50%Trim
33MSFTMicrosoft CORP-1.2%-4.56%Trim
34BRK-BBerkshire Hathaway Inc-cl B-1.8%-0.25%Trim
35VCITVanguard Int-term Corporate—NEWNew buy
36AGGIshares Core U.s. Aggregate—NEWNew buy
37JCPBJpmorgan Core Plus Bond ETF—NEWNew buy
38FLRNSs Spdr Bb Ig Float Rt ETF—NEWNew buy
39SHYIshares 1-3 Year Treasury Bo—NEWNew buy
40UCBUnited Community Banks/ga—NEWNew buy
41VGITVanguard Intermediate-term T—NEWNew buy
42BIVVanguard Intermediate-term B—NEWNew buy
43IGSBIshares 1-5y Inv Grade CORP—NEWNew buy
44GBILGoldman Sachs Access Treasur—NEWNew buy
45SPSBSs Spdr P St C CORP ETF—NEWNew buy
46VGSHVanguard Short-term Treasury—NEWNew buy
47RPRXRoyalty Pharma plc—NEWNew buy
48LDURPimco Enhanced Low Duration—NEWNew buy
49WCCWesco International INC—NEWNew buy
50IBDUIshares Ibonds Dec 2029 Term—NEWNew buy

FAQ

What is United Community Bank and what type of investor is it?
United Community Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $299.9M, spread across 565 disclosed positions.
What are United Community Bank's largest equity positions?
Based on the latest 13F filing, United Community Bank's top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $27.5M (9.2%) 2. Ishares Gold Trust Micro (IAUM) — $17.6M (5.9%) 3. Invesco S&p 500 Buywrite ETF (PBP) — $10.6M (3.5%) 4. Ishares Msci Eafe ETF (EFA) — $9.0M (3.0%) 5. Ishares Core S&p 500 ETF (IVV) — $6.9M (2.3%)
What changes did United Community Bank make in its most recent portfolio filing?
In the latest reported quarter, United Community Bank made 50 notable position adjustments: 16 new positions were initiated, 18 existing holdings were added to, 16 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard Int-term Corporate (VCIT); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Jpmorgan Core Plus Bond ETF (JCPB); New buy: Ss Spdr Bb Ig Float Rt ETF (FLRN); New buy: Ishares 1-3 Year Treasury Bo (SHY)
What sectors does United Community Bank focus on?
United Community Bank is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 33.8% • Information Technology: 21.6% • Health Care: 11.6% • Communication Services: 9.8% • Consumer Staples: 7.4% • Consumer Discretionary: 6.8%