UNITED COMMUNITY BANK
Q1 2026 Form 13-F
GREENVILLE, SOUTH CAROLINA
CIK 0002000314
· Institutional investment manager
Consolidated report · includes
1 manager
since Q4 2021
$299.9M Reported Value Total
Reported value
$299.9M
Quarter over quarter
-0.9%
Holdings
564
Top-10 concentration
33.0%
Filing Structure
Reports holdings for
- UNITED COMMUNITY BANKS INC · since Q4 2021
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Alisha Kamadia
Managing Director of Trust Admin/Sr Trust Officer
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13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | April 24, 2026 |
| Form | 13F-HR |
| Reported value | $299.9M |
| Positions | 564 |
| Change in reported value | +13.4% |
| New positions | 87 |
| Exited positions | 74 |
| Position turnover | 25.2% |
| Top-10 concentration | 33.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 28, 2026
|
555 | $335.9M |
|
Q2 2026 13F
Filed Aug 13, 2026
|
533 | $323.4M |
|
Q1 2026 13F
Filed Apr 24, 2026
|
564 | $299.9M |
|
Q4 2025 13F
Filed Jan 30, 2026
|
551 | $264.5M |
|
Q3 2025 13F
Filed Nov 4, 2025
|
590 | $323.0M |
|
Q2 2025 13F
Filed Jul 31, 2025
|
502 | $292.3M |
|
Q1 2025 13F
Filed May 2, 2025
|
486 | $268.4M |
|
Q4 2024 13F
Filed Feb 7, 2025
|
404 | $256.9M |
|
Q3 2024 13F
Filed Oct 30, 2024
|
360 | $256.2M |
|
Q2 2024 13F
Filed Aug 2, 2024
|
387 | $247.5M |
|
Q1 2024 13F
Filed May 3, 2024
|
355 | $257.5M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
365 | $236.1M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
337 | $204.1M |
|
Q2 2023 13F
Filed Feb 13, 2024
|
226 | $113.9M |
|
Q1 2023 13F
Filed Feb 13, 2024
|
226 | $105.8M |
|
Q4 2022 13F
Filed Feb 13, 2024
|
252 | $103.3M |
|
Q3 2022 13F
Filed Feb 13, 2024
|
254 | $95.8M |
|
Q2 2022 13F
Filed Feb 13, 2024
|
247 | $92.9M |
|
Q1 2022 13F
Filed Feb 13, 2024
|
247 | $99.9M |
|
Q4 2021 13F
Filed Feb 13, 2024
|
236 | $100.1M |
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW COM | $27.5M | 9.17% |
| 2 | IAUM ISHARES GOLD TR SHARES REPRESENT ETF | $17.6M | 5.86% |
| 3 | PBP INVESCO EXCHANGE TRADED FD TR ETF | $10.6M | 3.53% |
| 4 | EFA ISHARES MSCI EAFE ETF | $9.0M | 3.01% |
| 5 | IVV ISHARES TR CORE S&P500 ETF | $6.9M | 2.29% |
| 6 | MSFT MICROSOFT CORP COM | $6.5M | 2.17% |
| 7 | VTI VANGUARD TOTAL STOCK MARKET ETF | $6.0M | 2.0% |
| 8 | IJH ISHARES CORE S&P MIDCAP ETF | $5.7M | 1.91% |
| 9 | SPHQ INVESCO EXCHANGE TRADED FD TR S&P500 | $4.7M | 1.55% |
| 10 | VXF VANGUARD EXTENDED MARKET ETF | $4.5M | 1.51% |
| 11 | VXUS VANGUARD TOTAL INTL STOCK ET | $4.5M | 1.51% |
| 12 | VUG VANGUARD GROWTH ETF | $4.4M | 1.47% |
| 13 | AAPL APPLE INC COM | $4.0M | 1.33% |
| 14 | NVDA NVIDIA CORPORATION COM | $3.9M | 1.29% |
| 15 | VCIT VANGUARD INT TERM CORPORATE ETF | $3.7M | 1.22% |
| 16 | IAU ISHARES GOLD TR ISHARES NEW ETF | $3.6M | 1.2% |
| 17 | CVX CHEVRON CORP NEW COM | $3.3M | 1.09% |
| 18 | AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF | $3.2M | 1.06% |
| 19 | JPM JPMORGAN CHASE & CO | $3.0M | 1.01% |
| 20 | VYM VANGUARD HIGH DIVIDEND YIELD ETF | $3.0M | 0.99% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.