United Community Bank

Q3 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
557
Total value ($000)
$335,929
Net value change ($000)
+12,522 (3.9%)
New positions
63
Sold out positions
40
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,705 41.4%
ONEOK INC NEW COM 1,622 NEW
EXXONMOBIL HOLDINGS CORP COM SHS 1,459 NEW
AAPL 1,418 32.0%
VXUS 1,397 20.8%
VTI 1,313 16.6%
VUG 1,162 18.7%
PBP 857 7.5%
SPSB 720 49.2%
CVX 689 26.0%
Top Reduces (Value $000, Stocks/ETFs)
OKE -1,600 -100.0%
CSCO -589 -16.4%
IJH -535 -7.7%
VCIT -521 -13.6%
AMAT -511 -33.3%
BIV -479 -17.7%
SHY -469 -17.5%
IVV -386 -4.6%
IBM -365 -19.4%
HD -355 -17.2%
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