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United Community Bank Top Holdings and 13F Report (2026)

About United Community Bank

Investment Activity

  • United Community Bank has $335.93 million in total holdings as of September 30, 2026.
  • United Community Bank owns shares of 557 different stocks, but just 85 companies or ETFs make up 80% of its holdings.
  • Approximately 6.40% of the portfolio was purchased this quarter.
  • About 2.69% of the portfolio was sold this quarter.
  • This quarter, United Community Bank has purchased 534 new stocks and bought additional shares in 164 stocks.
  • United Community Bank sold shares of 131 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$30,260,919
INVESCO EXCHANGE TRADED FD TR ETF
$12,220,962
Microsoft
$9,242,458

Largest New Holdings this Quarter

30609A109 - ONEOK INC NEW COM
$1,622,262 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$1,458,891 Holding
46641Q399 - JPMorgan BetaBuilders U.S. Equity ETF
$189,723 Holding
98389B100 - Xcel Energy
$152,942 Holding
122017106 - Burlington Stores
$122,907 Holding

Largest Purchases this Quarter

ONEOK INC NEW COM
19,025 shares (about $1.62M)
EXXONMOBIL HOLDINGS CORP COM SHS
8,964 shares (about $1.46M)
Vanguard Total International Stock ETF
16,932 shares (about $1.44M)
Vanguard Total Stock Market ETF
3,270 shares (about $1.22M)
Invesco S&P 500 Quality ETF
12,735 shares (about $1.07M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
751 shares (about $575.15K)
iShares Gold Trust Micro
10,898 shares (about $451.40K)
iShares 1-3 Year Treasury Bond ETF
5,405 shares (about $438.89K)
Vanguard Intermediate-Term Bond ETF
4,709 shares (about $343.10K)
Vanguard Intermediate-Term Corporate Bond ETF
4,070 shares (about $318.72K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Community Bank

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,260,919$207,645 ▲0.7%60,7719.0%Finance
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$13,936,339$451,395 ▼-3.1%336,4644.1%ETF
INVESCO EXCHANGE TRADED FD TR ETF
$12,220,962$663,881 ▲5.7%524,7303.6%EXCHANGE-TRADED FUNDS
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,409,110$205,702 ▼-2.1%90,5682.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$9,242,458$253,886 ▲2.8%18,0202.8%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,202,936$1,223,765 ▲15.3%24,5912.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$8,127,953$1,438,543 ▲21.5%95,6682.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$7,941,865$575,153 ▼-6.8%10,3702.4%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$7,543,658$1,070,759 ▲16.5%89,7202.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,359,554$875,419 ▲13.5%81,6732.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6,383,908$71,950 ▼-1.1%88,7271.9%ETF
Apple Inc. stock logo
AAPL
Apple
$5,845,167$750,294 ▲14.7%17,5521.7%Technology
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$5,517,427$355,320 ▲6.9%23,8201.6%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$4,706,130$661,928 ▲16.4%30,3231.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,979,403$83,889 ▼-2.1%5,2181.2%ETF
JP MORGAN ETF CORE PLUS BD ETF
$3,821,928$661,848 ▲20.9%85,3491.1%EXCHANGE-TRADED FUNDS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,348,000$34,737 ▲1.0%10,1201.0%Finance
Chevron Corporation stock logo
CVX
Chevron
$3,336,996$74,741 ▲2.3%16,3411.0%Energy
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,320,266$318,722 ▼-8.8%42,3991.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,305,228$10,067 ▲0.3%24,2961.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,240,941$75,594 ▲2.4%14,1911.0%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,163,687$58,615 ▲1.9%33,4640.9%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,116,346$267,102 ▼-7.9%39,9020.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$3,072,806$362,512 ▲13.4%43,5180.9%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,002,339$287,803 ▼-8.7%27,8950.9%Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,920,500$70,222 ▲2.5%15,3050.9%Consumer Staples
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$2,861,489$76,329 ▲2.7%92,7850.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,514,920$30,147 ▼-1.2%10,0940.7%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,381,491$21,755 ▲0.9%3,2840.7%Communication Services
AbbVie Inc. stock logo
ABBV
AbbVie
$2,318,211$209,010 ▼-8.3%8,8620.7%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,308,685$20,634 ▼-0.9%15,8880.7%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$2,298,291$2,726 ▼-0.1%6,7450.7%Communication Services
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$2,248,439$150,432 ▲7.2%39,6830.7%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$2,230,755$343,098 ▼-13.3%30,6170.7%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$2,230,333$49,238 ▲2.3%25,9100.7%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,212,915$44,127 ▼-2.0%37,3110.7%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,211,076$438,886 ▼-16.6%27,2300.7%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$2,182,854$740,046 ▲51.3%73,7700.6%ETF
AT&T Inc. stock logo
T
AT&T
$2,166,012$64,684 ▲3.1%88,7710.6%Communication Services
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,137,003$74,385 ▼-3.4%10,9170.6%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,861,635$86,151 ▲4.9%12,4900.6%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$1,837,075$14,750 ▲0.8%5,2310.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,828,097$203,351 ▲12.5%5,3130.5%Communication Services
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,803,734$5,491 ▼-0.3%28,9060.5%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,768,018$48,597 ▲2.8%1,5280.5%Healthcare
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,734,092$36,711 ▲2.2%15,2100.5%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$1,704,380$43,811 ▲2.6%5,9910.5%Consumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,622,560$85,226 ▲5.5%35,3730.5%Communication Services
ONEOK INC NEW COM
$1,622,262$1,622,262 ▲New Holding19,0250.5%COMMON STOCK
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,546,687$49,988 ▲3.3%20,4210.5%Utilities
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,530,035$48,259 ▼-3.1%29,8660.5%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,519,276$45,965 ▲3.1%6,9080.5%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,478,392$31,862 ▼-2.1%1,6240.4%Consumer Staples
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,464,471$14,669 ▲1.0%6,5890.4%Finance
EXXONMOBIL HOLDINGS CORP COM SHS
$1,458,891$1,458,891 ▲New Holding8,9640.4%COMMON STOCK
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,440,332$62,880 ▼-4.2%1,9470.4%ETF
BP p.l.c. stock logo
BP
BP
$1,406,624$19,356 ▲1.4%31,9760.4%Energy
BLACKROCK INC COM
$1,403,293$74,080 ▼-5.0%1,3260.4%COMMON STOCK
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,372,410$326,249 ▲31.2%14,5970.4%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,370,929$22,024 ▲1.6%8,8390.4%Industrials
Visa Inc. stock logo
V
Visa
$1,350,362$1,437 ▼-0.1%3,7580.4%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,332,436$19,855 ▼-1.5%5,0330.4%Healthcare
CSX Corporation stock logo
CSX
CSX
$1,261,5370.0%27,1240.4%Industrials
WALMART INC COM
$1,256,808$155,464 ▼-11.0%12,0940.4%COMMON STOCK
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,237,656$227,351 ▲22.5%4,7960.4%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,225,942$136,334 ▼-10.0%1,1510.4%Technology
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1,216,770$1,060 ▲0.1%37,8820.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$1,204,682$20,458 ▲1.7%9,3040.4%Finance
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$1,204,155$8,346 ▲0.7%20,9200.4%ETF
Valero Energy Corporation stock logo
VLO
Valero Energy
$1,160,504$43,412 ▼-3.6%2,9940.3%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,140,876$22,700 ▲2.0%19,7520.3%Finance
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$1,140,368$2,319 ▼-0.2%5,9010.3%Consumer Discretionary
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,073,478$16,811 ▼-1.5%10,9830.3%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$1,066,543$36,397 ▲3.5%1,9340.3%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,039,898$12,891 ▲1.3%2,4200.3%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$1,038,390$4,702 ▲0.5%5,5210.3%Finance
Amphenol Corporation stock logo
APH
Amphenol
$1,037,059$585,211 ▲129.5%12,3020.3%Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,035,632$3,284 ▼-0.3%1,5770.3%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,025,317$61,366 ▼-5.6%2,0050.3%Technology
Target Corporation stock logo
TGT
Target
$1,024,283$12,065 ▼-1.2%6,5370.3%Consumer Staples
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$987,252$6,464 ▼-0.7%8,4000.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$915,7280.0%6,4370.3%ETF
Omega Healthcare Investors, Inc. stock logo
OHI
Omega Healthcare Investors
$881,835$15,143 ▲1.7%19,0420.3%Real Estate
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$881,513$53,915 ▲6.5%9,4340.3%Industrials
Truist Financial Corporation stock logo
TFC
Truist Financial
$867,986$17,918 ▲2.1%18,7470.3%Finance
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$845,984$34,074 ▼-3.9%7,9450.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$831,501$64,797 ▲8.5%29,1550.2%Healthcare
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$814,291$14,259 ▲1.8%1,5990.2%Industrials
Enbridge Inc stock logo
ENB
Enbridge
$805,3460.0%17,3230.2%Energy
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$771,502$42,299 ▲5.8%7,9340.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$769,1000.0%6,1200.2%ETF
Medtronic PLC stock logo
MDT
Medtronic
$722,2470.0%8,3700.2%Healthcare
Comcast Corporation stock logo
CMCSA
Comcast
$717,928$18,148 ▲2.6%32,9930.2%Communication Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$710,252$6,486 ▼-0.9%8760.2%Industrials
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$709,870$35,225 ▼-4.7%7,9200.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$704,596$12,954 ▼-1.8%12,9450.2%Finance
KIMBERLY-CLARK CORP COM
$703,834$17,635 ▲2.6%7,2240.2%COMMON STOCK
AutoZone, Inc. stock logo
AZO
AutoZone
$699,0150.0%2470.2%Consumer Discretionary
American Express Company stock logo
AXP
American Express
$683,617$304 ▼0.0%2,2480.2%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$658,5720.0%1,2950.2%ETF

Showing largest 100 holdings. View all holdings.
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