Managers / Q1 2026
United Community Bank
CIK 0002000314 · 200 E CAMPERDOWN WAY, GREENVILLE, SC, 29601 · 864-695-0536
Reported Value
$300M
Q1 2026
Positions
565
Filings on Record
18
2019–present window
Filed
Apr 24, 2026
original filing
Summary
United Community Bank reported $300M in U.S.-listed holdings across 565 positions for Q1 2026.
Its largest position, BRK/B, represents 9.2% of the portfolio.
Compared with Q4 2025, the fund opened 87 new positions and exited 74.
Portfolio Metrics
Turnover
+8.0%
vs prior filed quarter
Top-10 Concentration
+33.0%
share of reported value
Largest Position
+9.2%
Berkshire Hathaway Inc Del New Com
New / Exited
87 / 74
positions this quarter
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 51.6% · $155M
- ETP · 45.2% · $136M
- Other · 1.4% · $4M
- ADR · 1.1% · $3M
- REIT · 0.6% · $2M
- Other · 0.1% · $223,728
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VANGUARD INT TERM CORPORATE ETF | NEW | +44.3K | 44.3K | +$4M | $4M |
| ISHARES CORE TOTAL US AGGREGATE BOND ETF | NEW | +32.0K | 32.0K | +$3M | $3M |
| J P MORGAN EXCHANGE TRADED FD CORE ETF | NEW | +59.3K | 59.3K | +$3M | $3M |
| SPDR SER TR SS SPDR BBG INVT FLT RTE ETF | NEW | +87.3K | 87.3K | +$3M | $3M |
| ISHARES 1-3 YEAR TREASURY BOND ETF | NEW | +32.2K | 32.2K | +$3M | $3M |
| UCBUNITED CMNTY BKS BLAIRSVLE GA COM | NEW | +84.1K | 84.1K | +$3M | $3M |
| VANGUARD SCOTTSDALE FDS INTER TERM ETF | NEW | +38.0K | 38.0K | +$2M | $2M |
| VANGUARD INTERMEDIATE TERM BD ETF | NEW | +28.5K | 28.5K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
50 positions
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW COMhistory → | COMMON STOCK | 9.17% | $27M | 57.4K |
| 2 | IAUMISHARES GOLD TR SHARES REPRESENT ETFhistory → | EXCHANGE-TRADED-FUND | 5.86% | $18M | 376.3K |
| 3 | INVESCO EXCHANGE TRADED FD TR ETF | EXCHANGE-TRADED-FUND | 3.53% | $11M | 481.7K |
| 4 | ISHARES MSCI EAFE ETF | EXCHANGE-TRADED-FUND | 3.01% | $9M | 92.9K |
| 5 | ISHARES TR CORE S&P500 ETF | EXCHANGE-TRADED-FUND | 2.29% | $7M | 10.5K |
| 6 | MSFTMICROSOFT CORP COMhistory → | COMMON STOCK | 2.17% | $7M | 17.6K |
| 7 | VANGUARD TOTAL STOCK MARKET ETF | EXCHANGE-TRADED-FUND | 2.00% | $6M | 18.7K |
| 8 | ISHARES CORE S&P MIDCAP ETF | EXCHANGE-TRADED-FUND | 1.91% | $6M | 84.7K |
| 9 | INVESCO EXCHANGE TRADED FD TR S&P500 | EXCHANGE-TRADED-FUND | 1.55% | $5M | 61.9K |
| 10 | VANGUARD EXTENDED MARKET ETF | EXCHANGE-TRADED-FUND | 1.51% | $5M | 22.1K |
| 11 | VANGUARD TOTAL INTL STOCK ET | EXCHANGE-TRADED-FUND | 1.51% | $5M | 58.8K |
| 12 | VUGVANGUARD GROWTH ETFhistory → | EXCHANGE-TRADED-FUND | 1.47% | $4M | 10.1K |
| 13 | AAPLAPPLE INC COMhistory → | COMMON STOCK | 1.33% | $4M | 15.7K |
| 14 | NVDANVIDIA CORPORATION COMhistory → | COMMON STOCK | 1.29% | $4M | 22.2K |
| 15 | VANGUARD INT TERM CORPORATE ETF | EXCHANGE-TRADED-FUND | 1.22% | $4M | 44.3K |
| 16 | IAU*ISHARES GOLD TR ISHARES NEW ETFhistory → | EXCHANGE-TRADED-FUND | 1.20% | $4M | 40.8K |
| 17 | CHVCHEVRON CORP NEW COMhistory → | COMMON STOCK | 1.09% | $3M | 15.9K |
| 18 | ISHARES CORE TOTAL US AGGREGATE BOND ETF | EXCHANGE-TRADED-FUND | 1.06% | $3M | 32.0K |
| 19 | JPMJPMORGAN CHASE & COhistory → | COMMON STOCK | 1.01% | $3M | 10.3K |
| 20 | VANGUARD HIGH DIVIDEND YIELD ETF | EXCHANGE-TRADED-FUND | 0.99% | $3M | 20.0K |
| 21 | ISHARES CORE S&P SMALL CAP ETF | EXCHANGE-TRADED-FUND | 0.98% | $3M | 23.5K |
| 22 | J P MORGAN EXCHANGE TRADED FD CORE ETF | EXCHANGE-TRADED-FUND | 0.93% | $3M | 59.3K |
| 23 | SPDR SER TR SS SPDR BBG INVT FLT RTE ETF | EXCHANGE-TRADED-FUND | 0.90% | $3M | 87.3K |
| 24 | ISHARES 1-3 YEAR TREASURY BOND ETF | EXCHANGE-TRADED-FUND | 0.89% | $3M | 32.2K |
| 25 | UCBUNITED CMNTY BKS BLAIRSVLE GA COM | COMMON STOCK | 0.88% | $3M | 84.1K |
| 26 | TAT&T INC. | COMMON STOCK | 0.81% | $2M | 83.9K |
| 27 | VANGUARD FTSE DEVELOPED MARKETS ETF | EXCHANGE-TRADED-FUND | 0.80% | $2M | 37.2K |
| 28 | 4I1PHILIP MORRIS INTL INC COM | COMMON STOCK | 0.79% | $2M | 14.4K |
| 29 | CSCOCISCO SYSTEMS INC | COMMON STOCK | 0.79% | $2M | 30.4K |
| 30 | STATE STREET SPDR S&P 500 ETF TRUST UNIT | EXCHANGE-TRADED-FUND | 0.77% | $2M | 3.5K |
| 31 | VANGUARD SCOTTSDALE FDS INTER TERM ETF | EXCHANGE-TRADED-FUND | 0.75% | $2M | 38.0K |
| 32 | AMZNAMAZON INC COM | COMMON STOCK | 0.75% | $2M | 10.7K |
| 33 | VANGUARD INTERMEDIATE TERM BD ETF | EXCHANGE-TRADED-FUND | 0.73% | $2M | 28.5K |
| 34 | VANGUARD INTL EQUITY INDEX FDS FTSE ETF | EXCHANGE-TRADED-FUND | 0.68% | $2M | 37.6K |
| 35 | ABBVABBVIE INC COM | COMMON STOCK | 0.68% | $2M | 9.3K |
| 36 | GOOGALPHABET INC CAP STK CL C | COMMON STOCK | 0.67% | $2M | 7.0K |
| 37 | AVGOBROADCOM INC COM | COMMON STOCK | 0.66% | $2M | 6.4K |
| 38 | KOCOCA COLA CO COM | COMMON STOCK | 0.66% | $2M | 26.2K |
| 39 | DUKDUKE ENERGY CORP NEW COM NEW | COMMON STOCK | 0.65% | $2M | 14.9K |
| 40 | MRKMERCK & CO INC | COMMON STOCK | 0.64% | $2M | 16.0K |
| 41 | HDHOME DEPOT INC | COMMON STOCK | 0.64% | $2M | 5.8K |
| 42 | METAMETA PLATFORMS INC CL A COM | COMMON STOCK | 0.63% | $2M | 3.3K |
| 43 | NEENEXTERA ENERGY INC COM | COMMON STOCK | 0.58% | $2M | 18.7K |
| 44 | BMYBRISTOL-MYERS SQUIBB CO COM | COMMON STOCK | 0.57% | $2M | 28.3K |
| 45 | WMTWALMART INC COM | COMMON STOCK | 0.57% | $2M | 13.8K |
| 46 | ISHARES TR ISHS 1-5YR INVS ETF | EXCHANGE-TRADED-FUND | 0.56% | $2M | 31.7K |
| 47 | GOOGLALPHABET INC CL A | COMMON STOCK | 0.55% | $2M | 5.8K |
| 48 | COSTCOSTCO WHSL CORP NEW COM | COMMON STOCK | 0.55% | $2M | 1.6K |
| 49 | GILDGILEAD SCIENCES INC COM | COMMON STOCK | 0.54% | $2M | 11.7K |
| 50 | BACVERIZON COMMUNICATIONS INC COM | COMMON STOCK | 0.54% | $2M | 32.2K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $300M | 565 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $264M | 552 | Jan 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $323M | 592 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $292M | 503 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $268M | 487 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $257M | 405 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $256M | 361 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $248M | 388 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $257M | 356 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $114M | 227 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $204M | 338 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- UNITED COMMUNITY BANKS INC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.