United Community Bank

CIK 0002000314 · GREENVILLE, SC · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

United Community Bank reported 534 positions worth $323.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BRK-B (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$323.4M
2026 Q2
Positions
534
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.5%
Est. Net Flow (Q)
2026 Q2
10 / 534 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW COMSH$30.2M9.34%60,354
2IAUMISHARES GOLD TR SHARES REPRESENT ETFSH$13.9M4.30%347,362
3PBPINVESCO EXCHANGE TRADED FD TR ETFSH$11.4M3.51%496,225
4EFAISHARES MSCI EAFE ETFSH$9.6M2.97%92,548
5IVVISHARES TR CORE S&P500 ETFSH$8.3M2.58%11,121
6VTIVANGUARD IDX FDS VANG TOTAL STK MKT ETFSH$7.9M2.44%21,321
7SPHQINVESCO EXCHANGE TRADED FD TR S&P500SH$6.9M2.14%76,985
8IJHISHARES CORE S&P MIDCAP ETFSH$6.9M2.14%89,727
9VXUSVANGUARD TOTAL INTL STOCK ETSH$6.7M2.08%78,736
10MSFTMICROSOFT CORP COMSH$6.5M2.02%17,525

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does United Community Bank hold as of Q2 2026?

United Community Bank reported 534 positions worth $323.4M in its Q2 2026 13F filing. Largest positions: BRK-B (9.3%), IAUM (4.3%), PBP (3.5%), EFA (3.0%) and IVV (2.6%).

What did United Community Bank buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did United Community Bank sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.