United Community Bank

CIK

2000314

Location

GREENVILLE, SC

Portfolio Value

Small $328,982,625

Diversification

Diversified

Reports for

UNITED COMMUNITY BANKS INC

Filing Date

Global Rank

#5,021 / 8,827 ▼ 186 · as of Jun 2026

Top Industry

Insurance - Diversified 17.2%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 47.9%, 24.8 effective positions, active share 61.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

26.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 61.4%; sector active share 40.6% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

550 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

12.9%

−1.0 pts

Top 5

37.9%

−0.1 pts

Top 10

49.1%

+1.3 pts

HHI

389

Diversified−14

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.5%	$153,129,415	164
Financial Services	16.3%	$53,468,417	84
Technology	11.1%	$36,663,225	55
Healthcare	5.4%	$17,802,981	34
Communication Services	3.7%	$12,087,393	18
Consumer Defensive	3.6%	$11,985,871	26
Industrials	3.6%	$11,806,468	57
Consumer Cyclical	3.5%	$11,570,761	37
Energy	3.4%	$11,204,759	17
Utilities	1.4%	$4,728,274	24
Basic Materials	0.7%	$2,366,902	19
Real Estate	0.7%	$2,168,159	15

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PBP	Invesco S&P 500 BuyWrite ETF	+28,505	524,730	$12,220,961
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+25,010	73,770	$2,182,854
VXUS	Vanguard Total International Stock ETF	+16,932	95,668	$8,127,953
JCPB	JPMorgan Core Plus Bond ETF	+14,780	85,349	$3,821,928
SPHQ	Invesco S&P 500 Quality ETF	+12,735	89,720	$7,543,657
VUG	VANGUARD GROWTH INDEX FUND	+9,715	81,673	$7,359,554
APH	Amphenol Corp	+6,942	12,302	$1,037,058
VEA	Vanguard FTSE Developed Markets ETF	+5,134	43,518	$3,072,805
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+4,265	30,323	$4,706,129
AVEM	Avantis Emerging Markets Equity ETF	+3,470	14,597	$1,372,409
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+3,270	24,591	$9,202,935
ABT	Abbott Laboratories	+2,682	3,269	$323,075
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+2,655	39,683	$2,248,438
T	At&T Inc.	+2,651	88,771	$2,166,012
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	+2,475	92,785	$2,861,489
PFE	Pfizer Inc	+2,272	29,155	$831,500
AAPL	Apple Inc.	+2,253	17,552	$5,845,167
VTV	VANGUARD VALUE INDEX FUND	+1,915	2,700	$583,416
VZ	Verizon Communications Inc	+1,858	35,373	$1,622,559
ACN	Accenture plc	+1,655	2,631	$482,446
RPRX	Royalty Pharma plc	+1,585	8,875	$517,945
—		+1,534	23,820	$0
IVZ	Invesco Ltd.	+1,522	13,744	$414,519
IBKR	Interactive Brokers Group, Inc.	+1,414	3,929	$335,615
PEP	Pepsico Inc	+1,314	3,286	$416,401
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
USA	Liberty All Star Equity Fund	−18,732	856	$4,939
IAUM	iShares Gold Trust Micro	−10,898	336,464	$13,936,338
SHY	iShares 1-3 Year Treasury Bond ETF	−5,405	27,230	$2,211,076
SCHG	Schwab U.S. Large-Cap Growth ETF	−5,093	5,600	$201,208
BIV	Vanguard Bond Index Funds	−4,709	30,617	$2,230,754
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−4,070	42,399	$3,320,265
IAU	Ishares Gold Trust	−3,420	39,902	$3,116,346
APTV	Aptiv PLC	−2,919	703	$30,243
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−2,889	180	$12,466
IEFA	iShares Core MSCI EAFE ETF	−2,855	3,653	$353,902
GBIL	Goldman Sachs ETF Trust	−2,750	5,773	$577,935
CSCO	Cisco Systems, Inc.	−2,674	27,895	$3,002,338
EFA	iShares MSCI EAFE ETF	−1,980	90,568	$9,409,109
BSJR	Invesco BulletShares 2027 High Yield Corporate Bond ETF	−1,600	600	$13,263
WMT	Walmart Inc.	−1,496	12,094	$1,256,808
UBER	Uber Technologies, Inc	−1,265	1,306	$89,474
EFV	iShares MSCI EAFE Value ETF	−1,259	155	$12,266
CBRE	Cbre Group, Inc.	−1,099	308	$39,568
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−1,065	11,180	$269,661
DAL	Delta Air Lines, Inc.	−1,007	7,247	$604,834
IJH	iShares Core S&P Mid-Cap ETF	−1,000	88,727	$6,383,907
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−942	29,866	$1,530,035
ABBV	AbbVie Inc.	−799	8,862	$2,318,210
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	−798	1,400	$34,944
IVV	iShares Core S&P 500 ETF	−751	10,370	$7,941,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	8,964	$1,458,891
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	1,379	$189,722
XEL	Xcel Energy Inc	2,170	$152,941
BURL	Burlington Stores, Inc.	460	$122,907
FER	Ferrovial N.V.	1,356	$73,359
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	990	$69,012
UNVGY	Universal Music Group N.V.	8,080	$64,882
HACK		525	$63,651
IRM	Iron Mountain Inc	460	$51,037
NBXG	Neuberger Next Generation Connectivity Fund Inc.	3,000	$47,070
MSM	Msc Industrial Direct Co Inc	358	$44,291
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	1,772	$42,262
EXR	Extra Space Storage Inc.	269	$35,376
THQ	abrdn Healthcare Opportunities Fund	1,600	$29,440
UCB	United Community Banks Inc	856	$28,547
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	246	$26,314
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	300	$25,944
WTRG	Essential Utilities, Inc.	618	$24,219
GGN	GAMCO Global Gold, Natural Resources & Income Trust	4,052	$21,394
XIFR	XPLR Infrastructure, LP	2,000	$20,940
PDO	PIMCO Dynamic Income Opportunities Fund	1,763	$20,909
PDI	PIMCO Dynamic Income Fund	1,309	$18,365
RLTY	Cohen & Steers Real Estate Opportunities & Income Fund	1,320	$18,282
BMEZ	BlackRock Health Sciences Term Trust	810	$13,527
MBGL	Mobility Global Inc.	779	$13,359
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LNTH	Lantheus Holdings, Inc.	1,250	$138,675
DXCM	Dexcom Inc	1,320	$88,902
PPA	Victory Portfolios II	463	$81,788
FDXF	FedEx Freight Holding Company, Inc.	305	$46,055
—		144	$30,087
BSJQ	Invesco BulletShares 2026 High Yield Corporate Bond ETF	1,300	$29,848
INCY	Incyte Corp	206	$23,352
LKQ	Lkq Corp	841	$22,143
SSNC	SS&C Technologies Holdings Inc	238	$14,767
CCL	Carnival Corp Ltd.	101	$2,885
MNST	Monster Beverage Corp	10	$961
GM	General Motors Co	12	$924
PNW	Pinnacle West Capital Corp	7	$749
AME	Ametek Inc	3	$725
F	Ford Motor Co	49	$681
CTVA	Corteva, Inc.	8	$677
CNC	Centene Corp	10	$641
WRB	Berkley W R Corp	9	$634
—		3	$615
RMD	Resmed Inc	3	$584
A	Agilent Technologies, Inc.	4	$531
IDXX	Idexx Laboratories Inc	1	$526
ZTS	Zoetis Inc.	7	$503
EFX	Equifax Inc	3	$476
HRL	Hormel Foods Corp	17	$421
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

550 tracked positions · $328,982,625 total · filing declares 557 positions · $335,928,952 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 550 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	60,771	+417	$30,260,919	+0.2%	9.20%
IAUM	iShares Gold Trust Micro	Reduced	336,464	-10,898	$13,936,338	+0.3%	4.24%
PBP	Invesco S&P 500 BuyWrite ETF	Added	524,730	+28,505	$12,220,961	+7.5%	3.71%
EFA	iShares MSCI EAFE ETF	Reduced	90,568	-1,980	$9,409,109	−2.1%	2.86%
MSFT	Microsoft Corp Technology	Added	18,020	+495	$9,242,458	+41.4%	2.81%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	24,591	+3,270	$9,202,935	+16.6%	2.80%
VXUS	Vanguard Total International Stock ETF	Added	95,668	+16,932	$8,127,953	+20.8%	2.47%
IVV	iShares Core S&P 500 ETF	Reduced	10,370	-751	$7,941,864	−4.6%	2.41%
SPHQ	Invesco S&P 500 Quality ETF	Added	89,720	+12,735	$7,543,657	+8.8%	2.29%
VUG	VANGUARD GROWTH INDEX FUND	Added	81,673	+9,715	$7,359,554	+18.7%	2.24%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	88,727	-1,000	$6,383,907	−7.7%	1.94%
AAPL	Apple Inc. Technology	Added	17,552	+2,253	$5,845,167	+32.0%	1.78%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	30,323	+4,265	$4,706,129	+14.3%	1.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,218	-110	$3,979,403	+0.0%	1.21%
JCPB	JPMorgan Core Plus Bond ETF	Added	85,349	+14,780	$3,821,928	+15.4%	1.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,120	+105	$3,347,999	+2.1%	1.02%
CVX	Chevron Corp Energy	Added	16,341	+366	$3,336,995	+26.0%	1.01%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	42,399	-4,070	$3,320,265	−13.5%	1.01%
IJR	iShares Core S&P Small-Cap ETF	Added	24,296	+74	$3,305,227	−8.0%	1.00%
NVDA	Nvidia Corp Technology	Added	14,191	+331	$3,240,940	+16.9%	0.99%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	33,464	+620	$3,163,686	−2.7%	0.96%
IAU	Ishares Gold Trust	Reduced	39,902	-3,420	$3,116,346	−4.7%	0.95%
VEA	Vanguard FTSE Developed Markets ETF	Added	43,518	+5,134	$3,072,805	+12.4%	0.93%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,895	-2,674	$3,002,338	−16.4%	0.91%
PM	Philip Morris International Inc. Consumer Defensive	Added	15,305	+368	$2,920,500	+8.1%	0.89%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	Added	92,785	+2,475	$2,861,489	+2.7%	0.87%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,094	-121	$2,514,920	+3.3%	0.76%
META	Meta Platforms, Inc. Communication Services	Added	3,284	+30	$2,381,491	+29.9%	0.72%
ABBV	AbbVie Inc. Healthcare	Reduced	8,862	-799	$2,318,210	−4.6%	0.70%
MRK	Merck & Co., Inc. Healthcare	Reduced	15,888	-142	$2,308,685	+12.1%	0.70%
GOOG	Alphabet Inc. Communication Services	Reduced	6,745	-8	$2,298,291	−3.7%	0.70%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	39,683	+2,655	$2,248,438	+3.0%	0.68%
BIV	Vanguard Bond Index Funds	Reduced	30,617	-4,709	$2,230,754	−17.7%	0.68%
KO	Coca Cola Co Consumer Defensive	Added	25,910	+572	$2,230,332	+8.3%	0.68%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	37,311	-744	$2,212,915	−2.6%	0.67%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	27,230	-5,405	$2,211,076	−17.5%	0.67%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	73,770	+25,010	$2,182,854	+49.2%	0.66%
T	At&T Inc. Communication Services	Added	88,771	+2,651	$2,166,012	+21.5%	0.66%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	10,917	-380	$2,137,002	−0.7%	0.65%
GILD	Gilead Sciences, Inc. Healthcare	Added	12,490	+578	$1,861,634	+23.7%	0.57%
AVGO	Broadcom Inc. Technology	Added	5,231	+42	$1,837,074	−6.3%	0.56%
GOOGL	Alphabet Inc. Communication Services	Added	5,313	+591	$1,828,097	+8.3%	0.56%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	28,906	-88	$1,803,734	+8.0%	0.55%
LLY	ELI LILLY & Co Healthcare	Added	1,528	+42	$1,768,018	−0.8%	0.54%
DUK	Duke Energy CORP Utilities	Added	15,210	+322	$1,734,092	−8.0%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,991	+154	$1,704,379	−17.2%	0.52%
VZ	Verizon Communications Inc Communication Services	Added	35,373	+1,858	$1,622,559	+14.3%	0.49%
OKE	Oneok Inc Energy	Added	19,025	+617	$1,622,261	+1.4%	0.49%
NEE	Nextera Energy Inc Utilities	Added	20,421	+660	$1,546,686	−10.8%	0.47%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Reduced	29,866	-942	$1,530,035	−5.2%	0.47%

Showing the top 50 of 550 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.