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United Community Bank
United Community Banks, Inc. (United Community Bank, UCB) is one of the largest full-service financial institutions in the Southeastern United States, serving retail, commercial, corporate, and government clients. Headquartered in Greenville, South Carolina, United Community operates over 200 offices across Alabama, Florida, Georgia, North Carolina, South Carolina, and Tennessee. The firm was founded in 1950, employs nearly 3,000 people, and provides comprehensive banking, lending, wealth management, private banking, insurance, and equipment finance services. United Community emphasizes strong local relationships, community involvement, and prudent risk management, and is the largest bank headquartered in South Carolina by assets.
Investment Strategy
United Community Bank's primary strategy is community-focused regional banking, offering a broad suite of financial services including consumer, commercial, and corporate banking, as well as private banking and wealth management. The firm emphasizes relationship banking, prudent credit risk management, and responsive local service tailored to Southeastern U.S. markets. Growth is driven organically and through targeted acquisitions, with a focus on market expansion, deepening client relationships, and leveraging product expertise in equipment finance and advisory services. They maintain a conservative approach to underwriting and asset quality to ensure stability and reputation within their communities.
Latest 13F Filing Activity
United Community Bank filed their most recent 13F report on Jun 30, 2025 disclosing 498 equity positions with a total 13F market value of $292M. The fund increased holdings in Invesco Exchange Traded FD TR Etf, Ishares Gold TR Shares Represent Etf, Microsoft Corp. Com among other positions. United Community Bank reduced exposure to Berkshire Hathaway Inc. Del CL B New Com, T Rowe Price Group Inc., Target Corp. among others.
Top Holdings
Equity Positions (498)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 11.86% | $34.7M | 71,352 | $293.92 | $485.77 | -$2.9M | |
I IVV | ISHARES TR CORE S&P500 ETF | 5.66% | $16.5M | 26,649 | $471.86 | $620.90 | +$900.8K |
I IAUM | ISHARES GOLD TR SHARES REPRESENT ETF | 4.06% | $11.9M | 360,013 | $32.80 | $32.99 | +$10.7M |
P PBP | INVESCO EXCHANGE TRADED FD TR ETF | 3.96% | $11.6M | 529,238 | $21.88 | $21.86 | +$10.8M |
E EFA | ISHARES MSCI EAFE ETF | 3.02% | $8.8M | 98,727 | $68.92 | $89.39 | -$255.6K |
Industry Allocation
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