13F Insight
DOSSIER · 13F-HR · Q1 2026

United Community Bank

$300M in tracked AUM across 565 positions as of Q1 2026.

UC
CIK 0002000314 · last filed Mar 31, 2026
Total AUM
$300M
as of Q1 2026
Holdings
565
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

United Community Bank filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW COM
$27M57K9.2%02
IAUM
ISHARES GOLD TR SHARES REPRESENT ETF
$18M376K5.9%03
PBP
INVESCO EXCHANGE TRADED FD TR ETF
$11M482K3.5%04
EFA
ISHARES MSCI EAFE ETF
$9M93K3.0%05
IVV
ISHARES TR CORE S&P500 ETF
$7M11K2.3%06
MSFT
MICROSOFT CORP COM
$7M18K2.2%07
VTI
VANGUARD TOTAL STOCK MARKET ETF
$6M19K2.0%08
IJH
ISHARES CORE S&P MIDCAP ETF
$6M85K1.9%09
SPHQ
INVESCO EXCHANGE TRADED FD TR S&P500
$5M62K1.6%10
VXF
VANGUARD EXTENDED MARKET ETF
$5M22K1.5%

Filing history

2026Q1Mar 31
$300M▲ 13.4%
565 positionsView →2025Q4Dec 31
$264M▼ 18.1%
552 positionsView →2025Q3Sep 30
$323M▲ 10.5%
592 positionsView →2025Q2Jun 30
$292M▲ 8.9%
503 positionsLocked2025Q1Mar 31
$268M▲ 4.5%
487 positionsLocked2024Q4Dec 31
$257M▲ 0.3%
405 positionsLocked2024Q3Sep 30
$256M▲ 3.5%
361 positionsLocked2024Q2Jun 30
$248M▼ 3.9%
388 positionsLocked2024Q1Mar 31
$257M▲ 9.0%
356 positionsLocked2023Q4Dec 31
$236M▲ 15.7%
366 positionsLocked2023Q3Sep 30
$204M▲ 79.2%
338 positionsLocked2023Q2Jun 30
$114M▲ 7.7%
227 positionsLocked
Showing 12 of 18