United Bank
United Bank, based in Zebulon, Georgia, is a regional commercial bank providing a broad range of banking and investment services to individuals, businesses, and institutions. Founded in 1905, the bank has grown to operate multiple branches throughout central Georgia. United Bank manages assets as a registered institutional investment manager with the SEC, serving local communities and investors with personalized financial solutions. The firm is well-regarded for its customer-centric approach, deep ties to the communities it serves, and a commitment to local economic development.
Investment Strategy
United Bank primarily focuses on commercial, consumer, and agricultural lending, local deposits, and community-oriented banking activities. As a 13F institutional investment manager, it manages assets conservatively, investing in a diversified portfolio that emphasizes stability, long-term growth, and responsible stewardship aligned with the needs of regional clients. The strategy centers on supporting local businesses and individuals while maintaining prudent risk controls across its investments.
Latest 13F Filing Activity
United Bank filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $261M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Select Sector SPDR TR among other positions. United Bank reduced exposure to Flexshares TR, Vanguard Index FDS, Truist Finl Corp. among others.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.03% | $10.5M | 66,696 | $30.58 | $157.99 | +$2.8M |
M MSFT | MICROSOFT CORP | 3.88% | $10.1M | 20,390 | $161.63 | $497.41 | +$2.2M |
H HYGV | FLEXSHARES TR | 3.65% | $9.5M | 232,754 | $45.93 | $41.03 | -$3.4M |
A AAPL | APPLE INC | 3.59% | $9.4M | 45,732 | $67.65 | $205.17 | +$313.0K |
X XLK | SELECT SECTOR SPDR TR | 3.54% | $9.3M | 36,548 | $109.05 | $253.23 | +$1.8M |