United Community Bank

Q3 2025 13F-HR Holdings

Location
Greenville, SC
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
592
Total value ($000)
$322,952
Net value change ($000)
+30,615 (10.5%)
New positions
138
Sold out positions
49
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/31/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IAUM 2,827 23.8%
SPHQ 2,583 NEW
MSFT 2,192 26.9%
JCPB 1,768 NEW
VXUS 1,735 422.1%
VTI 1,563 78.0%
IVV 1,530 9.2%
VUG 1,445 135.8%
OKE 1,302 487.6%
ABBV 1,212 103.1%
Top Reduces (Value $000, Stocks/ETFs)
PGR -1,710 -74.1%
EMN -1,612 -100.0%
DRI -1,529 -47.0%
HPQ -1,463 -86.5%
MOAT -1,463 -100.0%
AVB -1,448 -92.1%
KMB -1,398 -57.3%
MUB -1,367 -94.1%
TOTL -1,301 -96.9%
PSA -1,132 -57.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type