U

United Community Bank

United Community Bank is an institution, managing $322.8M across 584 long positions as of Q3 2025 with 33% ETF concentration.

Portfolio Value
$322.8M
Positions
584
Top Holding
BRK.B at 11.05%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in United Community Bank's portfolio (36.2% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Insurance - Diversified
Financial Services
$35.7M
11.05%
-$191.5K
Sold
0.00%
71.0K shares
ETF
ETF
$18.1M
5.60%
+$239.6K
Bought
27.0K shares
Unknown
Unknown
$14.7M
4.56%
+$843.5K
Bought
381.9K shares
ETF
ETF
$11.9M
3.69%
+$192.2K
Bought
537.9K shares
Software - Infrastructure
Technology
$10.3M
3.20%
+$1.9M
Bought
0.00%
20.0K shares
ETF
ETF
$9.2M
2.86%
+$18.4K
Bought
98.9K shares
ETF
ETF
$4.8M
1.49%
+$534.0K
Bought
73.5K shares
8
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$4.5M
1.39%
+$214.4K
Bought
0.00%
17.7K shares
ETF
ETF
$3.9M
1.21%
+$3.1K
Bought
18.6K shares
10
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$3.8M
1.19%
-$36.9K
Sold
0.00%
20.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in United Community Bank's latest filing

See all changes
Market Value
$322.8M
Prior: $292.3M
Q/Q Change
+10.44%
+$30.5M
Net Flows % of MV
+4.65%
Turnover Ratio
11.9%
New Purchases
100 stocks
$7.9M
Added To
249 stocks
+$40.1M
Sold Out Of
47 stocks
$4.5M
Reduced Holdings
106 stocks
-$28.6M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Masimo logo
Masimo
MASI
Sold
Sold

Analytics

Portfolio insights and performance metrics for United Community Bank

View analytics

Sector Allocation

ETF: 32.90%ETFFinancial Services: 18.60%Financial ServicesTechnology: 11.90%TechnologyHealthcare: 5.70%Consumer Cyclical: 5.40%Communication Services: 4.80%Consumer Defensive: 3.70%Industrials: 3.60%Energy: 3.00%Utilities: 2.00%Real Estate: 0.80%Basic Materials: 0.60%
ETF
32.90%
Financial Services
18.60%
Technology
11.90%
Healthcare
5.70%
Consumer Cyclical
5.40%
Communication Services
4.80%
Consumer Defensive
3.70%
Industrials
3.60%
Energy
3.00%
Utilities
2.00%
Real Estate
0.80%
Basic Materials
0.60%

Market Cap Distribution

Mega Cap (> $200B): 35.45%Mega Cap (> $200B)Large Cap ($10B - $200B): 23.69%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.58%Nano Cap (< $50M): 0.11%N/A (ETF or Unknown): 40.17%N/A (ETF or Unknown)
Mega Cap (> $200B)
35.45%
Large Cap ($10B - $200B)
23.69%
Mid Cap ($2B - $10B)
0.58%
Nano Cap (< $50M)
0.11%
N/A (ETF or Unknown)
40.17%

Portfolio Concentration

Top 10 Holdings %
36.24%
Top 20 Holdings %
46.48%
Top 50 Holdings %
65.7%
Top 100 Holdings %
81.67%

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