United Community Bank 13F Portfolio

CIK 2000314 Filing since Q4 2021 Q3 2026 filed Oct 28, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 28, 2026.

Portfolio Snapshot

365 positions · Q3 2026

United Community Bank reported 365 positions worth $192.63M for the quarter ended Sep 30, 2026, up 4.2% on the prior quarter. It opened 25 new positions, added to 131, trimmed 100 and exited 35. Its largest holding is Berkshire Hathaway Inc at 15.7% of the portfolio.

Portfolio Value
$192.63M
+4.2% QoQ · -10.8% YoY
Positions
365
25 new · 35 sold out
Top 10 Concentration
40.6%
of portfolio value
Largest Position
BRK-B 15.7%
Berkshire Hathaway Inc
Net Buying
+$5.42M
$8.98M bought · $3.57M sold
Turnover
1.9%
of the portfolio traded
Top Sector
Financial Services
27.5% of value
Track Record
20
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
27.48%
Financial Services
Financial Services27.48%
Technology22.4%
Other9.48%
Healthcare8.91%
Industrials7%
Consumer Staples5.83%
Energy5.82%
Consumer Discretionary5.42%
Communication Services2.67%
Utilities2.46%
Basic Materials1.44%
Real Estate1.09%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesTechnologyOtherHealthcareIndustrialsConsumer StaplesEnergyConsumer DiscretionaryCommunication ServicesUtilitiesBasic MaterialsReal Estate

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
XOM ExxonMobil Holdings Corp +8,964 – $1.46M 0.757%
AAPL Apple Inc. +2,253 +14.7% $750.29K 3.03%
ACN Accenture plc +1,655 +169.6% $303.48K 0.25%
ABT Abbott Laboratories +2,682 +456.9% $265.06K 0.168%
AMD Advanced Micro Devices Inc +430 +169.3% $263.06K 0.217%
MSFT Microsoft Corp +495 +2.8% $253.89K 4.8%
ASML Asml Holding Nv +140 +700.0% $253.63K 0.15%
ADP Automatic Data Processing Inc +881 +22.5% $227.35K 0.643%
BRK-B Berkshire Hathaway Inc +417 +0.7% $207.65K 15.71%
GOOGL Alphabet Inc. +591 +12.5% $203.35K 0.949%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
IAUM iShares Gold Trust Micro -10.9K -3.1% $451.40K 7.23%
CSCO Cisco Systems, Inc. -2,674 -8.7% $287.80K 1.56%
IAU Ishares Gold Trust -3,420 -7.9% $267.10K 1.62%
ABBV AbbVie Inc. -799 -8.3% $209.01K 1.2%
EXPE Expedia Group, Inc. -605 -60.8% $159.33K 0.053%
WMT Walmart Inc. -1,496 -11.0% $155.46K 0.652%
CBRE Cbre Group, Inc. -1,099 -78.1% $141.19K 0.021%
LNTH Lantheus Holdings, Inc. -1,250 -100.0% $138.68K Exited
MU Micron Technology Inc -128 -10.0% $136.33K 0.636%
APTV Aptiv PLC -2,919 -80.6% $125.58K 0.016%

New Positions

Q3 2026
Holding Shares Trade Value Weight
XOM ExxonMobil Holdings Corp +8,964 $1.46M 0.757%
XEL Xcel Energy Inc +2,170 $152.94K 0.079%
BURL Burlington Stores, Inc. +460 $122.91K 0.064%
FER Ferrovial N.V. +1,356 $73.36K 0.038%
IRM Iron Mountain Inc +460 $51.04K 0.026%
MSM Msc Industrial Direct Co Inc +358 $44.29K 0.023%
EXR Extra Space Storage Inc. +269 $35.38K 0.018%
UCB United Community Banks Inc +856 $28.55K 0.015%
WTRG Essential Utilities, Inc. +618 $24.22K 0.013%
XIFR XPLR Infrastructure, LP +2,000 $20.94K 0.011%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
LNTH Lantheus Holdings, Inc. -1,250 $138.68K 0.075%
DXCM Dexcom Inc -1,320 $88.90K 0.048%
FDXF FedEx Freight Holding Company, Inc. -305 $46.06K 0.025%
TEVA Teva Pharmaceutical Industries Ltd -848 $28.73K 0.016%
INCY Incyte Corp -206 $23.35K 0.013%
LKQ Lkq Corp -841 $22.14K 0.012%
SSNC SS&C Technologies Holdings Inc -238 $14.77K <0.01%
CCL Carnival Corp Ltd. -101 $2.89K <0.01%
MNST Monster Beverage Corp -20 $961.00 <0.01%
GM General Motors Co -12 $925.00 <0.01%
Holdings · Q3 2026

365 Positions

As ofSep 30, 2026
Value$192.63M
Top 1040.6%
Avg position$527.74K
# Activity
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Showing 1–15 of 365 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at United Community Bank.

About United Community Bank’s 13F Portfolio

What are United Community Bank’s largest holdings?

As of its Q3 2026 13F filing, United Community Bank’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 15.7%, iShares Gold Trust Micro (IAUM) at 7.2%, Microsoft Corp (MSFT) at 4.8%, Apple Inc. (AAPL) at 3.0%, Jpmorgan Chase & Co (JPM) at 1.7% of the reported portfolio.

How much is United Community Bank’s portfolio worth?

United Community Bank reported a 13F portfolio worth $192.63M across 365 positions for Q3 2026. That is up 4.2% from the previous quarter.

What did United Community Bank buy in Q3 2026?

Its largest purchases by value were ExxonMobil Holdings Corp ($1.46M), Apple Inc. ($750.29K), Accenture plc ($303.48K). It opened 25 new positions.

What did United Community Bank sell in Q3 2026?

Its largest sales by value were iShares Gold Trust Micro ($451.40K), Cisco Systems, Inc. ($287.80K), Ishares Gold Trust ($267.10K). It exited 35 positions entirely.

Where does this data come from?

From the Form 13F-HR reports United Community Bank files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.