Top 50 United Community Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 9.01% | 60.8K | $30.3M | +0.69%(+417) | $301.53(+80.08%) | 2026-09-30 | |
| IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 4.15% | 336.5K | $13.9M | -3.14%(-10.90K) | $31.95(+26.66%) | 2026-09-30 | |
| PBP | INVESCO EXCHANGE TRADED FD TR ETF | 3.64% | 524.7K | $12.2M | +5.74%(+28.50K) | $22.12(+5.49%) | 2026-09-30 | |
| EFA | ISHARES MSCI EAFE ETF | 2.8% | 90.6K | $9.4M | -2.14%(-1.98K) | $70.75(+46.41%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP COM | 2.75% | 18.0K | $9.2M | +2.82%(+495) | $360.98(+47.19%) | 2026-09-30 | |
| VTI | VANGUARD INDX FD MRNGSTR TTL STK MKT ETF | 2.74% | 24.6K | $9.2M | +15.34%(+3.27K) | $308.10(+22.86%) | 2026-09-30 | |
| VXUS | VANGUARD TOTAL INTL STOCK ET | 2.42% | 95.7K | $8.1M | +21.50%(+16.93K) | $76.43(+9.20%) | 2026-09-30 | |
| IVV | ISHARES TR CORE S&P500 ETF | 2.36% | 10.4K | $7.9M | -6.75%(-751) | $475.09(+62.76%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD TR S&P500 | 2.25% | 89.7K | $7.5M | +16.54%(+12.73K) | $76.72(+9.41%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS MORNINGSTAR GRWT ETF | 2.19% | 81.7K | $7.4M | +13.50%(+9.71K) | $76.08(+16.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.03% | +48.28% | โ | โ | +46.78% |
| Top 20 Holdings Unweighted | +13.43% | +45.96% | โ | โ | +36.89% |
United Community Bank reports $335.93M in US-listed equity holdings across 557 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (9.0%), IAUM (4.2%) and PBP (3.6%). The top 20 holdings account for 47.27% of reported assets. Its disclosed equity book has returned +48.28% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track United Community Bank, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from United Community Bankโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2000314). View United Community Bankโs 13F filings on SEC