United Community Bank

Q1 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
565
Total value ($000)
$299,924
Net value change ($000)
+35,452 (13.4%)
New positions
87
Sold out positions
74
Turnover %
12.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VCIT 3,665 NEW
AGG 3,178 NEW
JCPB 2,794 NEW
FLRN 2,686 NEW
SHY 2,657 NEW
UCB 2,649 NEW
VGIT 2,261 NEW
BIV 2,196 NEW
IGSB 1,669 NEW
VXUS 1,598 54.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,402 -27.0%
BRK-B -1,417 -4.9%
IVV -1,364 -16.6%
GOOGL -582 -22.4%
HD -575 -23.2%
BKNG -547 -66.3%
JNJ -518 -29.8%
IAU -513 -12.5%
IGV -408 -38.1%
CRM -394 -51.2%
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