Q2 2026 13F · SEC CIK 2000314

United Community Bank

Bank & trustFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $323.4M
Reported positions: 533
Top holdings a year, 3 yrs: +16.2%
Average holding period: 2.4 yrs

United Community Bank is a bank & trust that reported 533 positions worth $323.4M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 9.3%), Ishares Gold Trust Micro ETF of Benef in (IAUM, 4.3%), Invesco S&p 500 Buywrite ETF (PBP, 3.5%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 21.8% for the S&P 500.

United Community Bank holdings largest 50 of 533 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

United Community Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	9.3%	9.2%	60,354	+5.2%	$30.2M
IAUMIshares Gold Trust Micro ETF of Benef in	4.3%	5.9%	347,362	-7.7%	$13.9M
PBPInvesco S&p 500 Buywrite ETF	3.5%	3.5%	496,225	+3.0%	$11.4M
EFAiShs MSCI EAFE	3.0%	3.0%	92,548	-0.4%	$9.6M
IVVIshares Core S&p 500 ETF	2.6%	2.3%	11,121	+5.7%	$8.3M
VTIVanguard Index Fds	2.4%	2.0%	21,321	+13.9%	$7.9M
SPHQInvesco Exchange Traded Fd T	2.1%	1.6%	76,985	+24.3%	$6.9M
IJHIshares Tr	2.1%	1.9%	89,727	+6.0%	$6.9M
VXUSVanguard Star Fds Vanguard Total Intl St	2.1%	1.5%	78,736	+34.0%	$6.7M
MSFTMicrosoft Corp	2.0%	2.2%	17,525	-0.3%	$6.5M
VUGVanguard Indx Fd	1.9%	1.5%	71,958	+611.2%	$6.2M
VXFVanguard Index Fds	1.7%	1.5%	22,286	+1.0%	$5.5M
AAPLApple Inc	1.4%	1.3%	15,299	-2.4%	$4.4M
VYMVym	1.3%	1.0%	26,058	+30.0%	$4.1M
SPYSpdr S&p 500 ETF Tr	1.2%	0.8%	5,328	+51.0%	$4.0M
VCITVanguard Scottsdale Fds	1.2%	1.2%	46,469	+4.9%	$3.8M
IJRIshares Core S&p Small Cap ETF	1.1%	1.0%	24,222	+2.9%	$3.6M
CSCOCisco Sys Inc	1.1%	0.8%	30,569	+0.5%	$3.6M
JCPBJ P Morgan Exchange Traded F	1.0%	0.9%	70,569	+18.9%	$3.3M
JPMJpmorgan Chase & Co	1.0%	1.0%	10,015	-3.2%	$3.3M
IAUIshares Gold Trust	1.0%	1.2%	43,322	+6.1%	$3.3M
AGGIshares Tr	1.0%	1.1%	32,844	+2.6%	$3.3M
FLRNState Street Spdr Bloomberg Investment G	0.9%	0.9%	90,310	+3.5%	$2.8M
NVDANvidia Corporation Com	0.9%	1.3%	13,860	-37.6%	$2.8M
VEAVanguard Tax-Managed Fds	0.8%	0.8%	38,384	+3.1%	$2.7M
BIVVanguard Bd Index Fds	0.8%	0.7%	35,326	+24.1%	$2.7M
PMPhilip Morris Intl Inc Com	0.8%	0.8%	14,937	+3.6%	$2.7M
SHYiShs Lehman 1-3Tsy	0.8%	0.9%	32,635	+1.4%	$2.7M
CVXChevron Corp New	0.8%	1.1%	15,975	+0.8%	$2.6M
AMZNAmazon Com Inc Com	0.8%	0.7%	10,215	-4.9%	$2.4M
ABBVAbbvie Inc	0.8%	0.7%	9,661	+3.5%	$2.4M
GOOGAlphabet Inc	0.7%	0.7%	6,753	-3.7%	$2.4M
VWOVanguard Intl Equity Index F	0.7%	0.7%	38,055	+1.3%	$2.3M
VGITVanguard Intermediate Treasury ETF	0.7%	0.8%	37,028	-2.5%	$2.2M
XLKState Street Technology Select Sector Sp	0.7%	—	11,297	—	$2.2M
MRKMerck & Co. Inc	0.6%	0.6%	16,030	-0.0%	$2.1M
KOCoca Cola Co	0.6%	0.7%	25,338	-3.1%	$2.1M
HDHome Depot Inc Com	0.6%	0.6%	5,837	+0.7%	$2.1M
AVGOBroadcom Inc	0.6%	0.7%	5,189	-19.3%	$2.0M
DUKDuke Energy	0.6%	0.6%	14,888	+0.1%	$1.9M
IBMInternational Business Machs	0.6%	—	6,699	—	$1.9M
METAMeta Platforms Inc Class A	0.6%	0.6%	3,254	-1.9%	$1.8M
TAt&t Inc Com	0.6%	0.8%	86,120	+2.7%	$1.8M
LLYLilly Eli & Co	0.6%	—	1,486	—	$1.8M
NEENextera Energy Inc Com	0.5%	0.6%	19,761	+5.4%	$1.7M
GOOGLAlphabet Inc	0.5%	0.6%	4,722	-18.4%	$1.7M
BMYBristol-Myers Squibb Co Com	0.5%	0.6%	28,994	+2.4%	$1.7M
IGSBIshares 1-3 Yr Credit Bond ETF	0.5%	0.6%	30,808	-3.0%	$1.6M
PNCPnc Finl Svcs Group Inc	0.5%	—	6,523	—	$1.6M
OKEOneok Inc	0.5%	—	18,408	—	$1.6M

What United Community Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.9% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +21.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$323.4M	533
Q1 2026	$299.9M	564
Q4 2025	$264.5M	551
Q3 2025	$323.0M	590
Q2 2025	$292.3M	502
Q1 2025	$268.4M	486
Q4 2024	$256.9M	404
Q3 2024	$256.2M	360
Q2 2024	$247.5M	387
Q1 2024	$257.5M	355
Q4 2023	$236.1M	365
Q3 2023	$204.1M	337

Questions about United Community Bank's portfolio

What stocks does United Community Bank own?

United Community Bank's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 533 positions worth $323.4M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 9.3%, Ishares Gold Trust Micro ETF of Benef in (IAUM) at 4.3%, Invesco S&p 500 Buywrite ETF (PBP) at 3.5%, iShs MSCI EAFE (EFA) at 3.0% and Ishares Core S&p 500 ETF (IVV) at 2.6%.

What did United Community Bank buy last quarter?

In Q2 2026, United Community Bank added Vanguard Indx Fd (VUG) (+611.2% shares), Spdr S&p 500 ETF Tr (SPY) (+51.0% shares) and Vanguard Star Fds Vanguard Total Intl St (VXUS) (+34.0% shares), compared with its Q1 2026 filing.

What did United Community Bank sell last quarter?

In Q2 2026, United Community Bank cut from its top 50 United Community Banks Inc of (UCBI), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Costco Whsl Corp New (COST), cut from its top 50 Gilead Sciences (GILD), cut from its top 50 Verizon Communications Inc Com (VZ), Nvidia Corporation Com (NVDA) (-37.6% shares), Broadcom Inc (AVGO) (-19.3% shares) and Alphabet Inc (GOOGL) (-18.4% shares), compared with its Q1 2026 filing.

How has United Community Bank's portfolio performed?

A portfolio copying United Community Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +13.9% against +20.1%.

When is United Community Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. United Community Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.