United Community Bank

Q2 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
534
Total value ($000)
$323,407
Net value change ($000)
+23,483 (7.8%)
New positions
22
Sold out positions
53
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BRK-B 2,708 9.8%
SPHQ 2,280 49.0%
VXUS 2,200 48.6%
VTI 1,884 31.4%
VUG 1,779 40.3%
SPY 1,684 73.4%
IVV 1,454 21.2%
CSCO 1,231 52.2%
IJH 1,202 21.0%
VYM 1,150 38.7%
Top Reduces (Value $000, Stocks/ETFs)
IAUM -3,677 -20.9%
UCB -2,649 -100.0%
XOM -1,491 -100.0%
NVDA -1,100 -28.4%
T -649 -26.7%
CVX -632 -19.3%
GBIL -392 -31.5%
LDUR -383 -100.0%
IAU -330 -9.2%
BP -317 -21.4%
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