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United Community Bank

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2000314
Institutional-grade research for retail investors

Sector Allocation

  • Other39.8%$128.8M
  • Financials24.8%$80.2M
  • Technology12.2%$39.3M
  • Healthcare4.9%$15.8M
  • Industrials3.7%$12.1M
  • Consumer Staples3.5%$11.4M
  • Consumer Discretionary3.4%$11.1M
  • Energy2.6%$8.4M
  • Utilities1.6%$5.1M
  • Communication Services1.5%$4.9M

AUM History

13fpro.ai/research/fund/united-community-bank-2000314

Conviction and streaks

Stable · top 10 = 33.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

  • BRK.BBRK.B
    $30.2M
  • IAUMIAUM
    $13.9M
  • INVESCO
    $11.4M
  • ISHARES
    $9.6M
  • ISHARES
    $8.3M
  • VANGUARD
    $7.9M
  • IVZIVZ
    $6.9M
  • ISHARES
    $6.9M
  • VANGUARD
    $6.7M
  • MSFTMSFT
    $6.5M
  • VANGUARD
    $6.2M
  • VANGUARD
    $5.5M
  • AAPLAAPL
    $4.4M
  • VANGUARD
    $4.1M
  • SPYSPY
    $4.0M
  • VANGUARD
    $3.8M
  • ISHARES
    $3.6M
  • CSCOCSCO
    $3.6M
  • JP
    $3.3M
  • JPMJPM
    $3.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/united-community-bank-2000314

United Community Bank 13F holdings — Q2 2026

$323.4M portfolio (+7.8% QoQ) · 534 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio

All holdings — United Community Bank (Q2 2026)

534 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— VANGUARD GROWTH ETF - EXCHANGE-TRADED FUNDSetf/fund$6.2M+611%
— VANGUARD EXTENDED MARKET ETF - EXCHANGE-TRADED FUNDSetf/fund$5.5M+1.0%
AAPL$AAPLApple Inc.$4.4M-2%
— VANGUARD HIGH DIVIDEND YIELD ETF - EXCHANGE-TRADED FUNDSetf/fund$4.1M+30%
SPY$SPYSPDR S&P 500 ETF TRUSTetf/fund$4.0M+51%
— VANGUARD INT TERM CORPORATE ETF - EXCHANGE-TRADED FUNDSetf/fund$3.8M+5%
— ISHARES CORE S&P SMALL CAP ETF - EXCHANGE-TRADED FUNDSetf/fund$3.6M+3%
CSCO$CSCOCISCO SYSTEMS, INC.$3.6M+0.5%
— JP MORGAN ETF CORE PLUS BD ETF - EXCHANGE-TRADED FUNDSetf/fund$3.3M+19%
JPM$JPMJPMORGAN CHASE & CO$3.3M-3%
IAU$IAUISHARES GOLD TRUSTetf/fund$3.3M+6%
— ISHARES CORE TOTAL US AGGREGATE BOND ETF - EXCHANGE-TRADED FUNDSnote$3.3M+3%
— SPDR SER TR SS SPDR BBG INVT FLT RTE ETF - EXCHANGE-TRADED FUNDSetf/fund$2.8M+3%
NVDA$NVDANVIDIA CORP$2.8M-38%
— VANGUARD FTSE DEVELOPED MARKETS ETF - EXCHANGE-TRADED FUNDSetf/fund$2.7M+3%

What changed in Q2 2026

Against the previous quarter's 13F: 18 new, 148 added to, 176 trimmed, 49 sold out. Share-count changes; largest moves by dollar size first.

New positions (18)

  • AMERICAN CENTY ETF TR AVANTIS EMGMKT ETF - EXCHANGE-TRADED FUNDS$1.1M

    first bought this quarter

  • SPDR SER TR SS SPDR PORT S&P 500 GW ETF - EXCHANGE-TRADED FUNDS$416K

    first bought this quarter

  • EXPE$EXPEExpedia Group, Inc.$255K

    first bought this quarter

  • RL$RLRALPH LAUREN CORP$209K

    first bought this quarter

  • ISHARES HIGH DIVIDEND ETF - EXCHANGE-TRADED FUNDS$203K

    first bought this quarter

  • RYN$RYNRAYONIER INC$166K

    first bought this quarter

+12 more in the Excel export

Added to (148)

  • VANGUARD GROWTH ETF - EXCHANGE-TRADED FUNDS+611%

    now $6.2M

  • VANGUARD TOTAL INTL STOCK ET - EXCHANGE-TRADED FUNDS+34%

    now $6.7M

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+5%

    now $30.2M · held 7+ qtrs

  • IVZ$IVZInvesco Ltd.+24%

    now $6.9M · held 7+ qtrs, 2 adds in a row

  • SPY$SPYSPDR S&P 500 ETF TRUST+51%

    now $4.0M · held 7+ qtrs, 3 adds in a row

  • VANGUARD IDX FDS VANG TOTAL STK MKT ETF - EXCHANGE-TRADED FUNDS+14%

    now $7.9M

+142 more in the Excel export

Trimmed (176)

  • NVDA$NVDANVIDIA CORP-38%

    now $2.8M · held 7+ qtrs

  • IAUM$IAUMiShares Gold Trust Micro-8%

    now $13.9M · held 6 qtrs, 2 trims in a row

  • AVGO$AVGOBroadcom Inc.-19%

    now $2.0M · held 7+ qtrs

  • GS$GSGOLDMAN SACHS GROUP INC-31%

    now $854K · held 7+ qtrs

  • GOOGL$GOOGLAlphabet Inc.-18%

    now $1.7M · held 7+ qtrs, 3 trims in a row

  • FLEX$FLEXFLEX LTD.-40%

    now $564K · held 6 qtrs

+170 more in the Excel export

Sold out (49)

  • UCB$UCBUNITED COMMUNITY BANKS INCwas $2.6M

    held 1 qtr

  • XOM.R34088$XOM.R34088EXXON MOBIL CORPwas $1.5M

    held 6+ qtrs

  • PIMCO ETF TR ENHNCD LW DUR AC ETFwas $383K
  • MSM$MSMMSC INDUSTRIAL DIRECT CO INCwas $273K

    held 1 qtr

  • EEFT$EEFTEURONET WORLDWIDE, INC.was $269K
  • BN$BNBROOKFIELD Corp /ON/was $265K

+43 more in the Excel export

Holdings by quarter

Every 13F United Community Bank has filed, 18 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow United Community Bank?

Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of United Community Bank's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-3.6%

Value-weighted move of the 10 largest stock positions

Turnover

6%

Last quarter; 27% over the last 4

Top 10 weight

34%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

United Community Bank disclosed 534 positions worth $323.4M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 9.3% of the equity portfolio, followed by $IAUM. During the quarter the fund opened 18 new positions and exited 49 and a full exit from $UCB. The portfolio is most concentrated in Other (39.8% of disclosed assets). All figures are sourced directly from United Community Bank’s Form 13F-HR filing with the SEC under CIK 2000314.

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AI-Powered Hedge Fund Analysis: United Community Bank

13F Pro is an AI hedge fund tracker and stock research platform. For United Community Bank (SEC CIK: 2000314), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in United Community Bank's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.