United Community Bank

Q4 2025 13F-HR Holdings

Location
Greenville, SC
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
552
Total value ($000)
$264,472
Net value change ($000)
-58,480 (-18.1%)
New positions
64
Sold out positions
104
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/4/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,048 13.9%
VEA 1,580 233.7%
VUG 968 38.6%
VTI 903 25.3%
VXUS 787 36.7%
SPHQ 771 29.8%
WMT 594 57.8%
IAU 562 15.8%
VXF 560 14.4%
VYM 518 33.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -9,838 -54.4%
BRK-B -6,770 -19.0%
VCIT -3,457 -100.0%
FLRN -3,103 -100.0%
AGG -2,885 -100.0%
JCPB -1,768 -100.0%
IGSB -1,725 -100.0%
MSFT -1,426 -13.8%
T -1,178 -36.3%
VGSH -1,169 -100.0%
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