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Livermore
Livermore
ZHEN

United Community Bank

SEC CIK
0002000314
Latest filing
Aug 13, 2026

The latest 13F from United Community Bank covers Q2 2026 (filed Aug 13, 2026): 534 long positions worth $323.4M. The top 10 holdings make up 33.5% of the portfolio, and the largest is Berkshire Hathaway Inc (BRK.B) at 9.3%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
20
Est. +$2.90M
Added
144
Est. +$19.1M
Reduced
177
Est. −$11.8M
Sold out
51
Est. −$7.88M

Top 5 holdings

Share of this quarter's portfolio value

  1. BRK.BBerkshire Hathaway Inc
    9.3%$30.2MHistory
  2. IAUMiShares Gold Trust Micro
    4.3%$13.9MHistory
  3. Invesco Exchange Traded FD T46137V399
    3.5%$11.4M
  4. iShares MSCI Eafe ETF464287465
    3.0%$9.61M
  5. iShares Core S&P 500 ETF464287200
    2.6%$8.33M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Star FDS921909768
    +$1.71MAdded
  2. BRK.BBerkshire Hathaway Inc
    +$1.49MAddedHistory
  3. Invesco S&P 500 Quality ETF46137V241
    +$1.36MAdded
  4. SPYSPDR S&P 500 ETF Trust
    +$1.34MAddedHistory
  5. American Centy ETF Tr025072604
    +$1.07MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco S&P 500 Quality ETF46137V241
    +0.59 pp1.6% → 2.1%
  2. Vanguard Star FDS921909768
    +0.57 pp1.5% → 2.1%
  3. SPYSPDR S&P 500 ETF Trust
    +0.47 pp0.8% → 1.2%History
  4. Vanguard Morningstar Growth ETF922908736
    +0.44 pp1.5% → 1.9%
  5. Vanguard Morningstar Total Stock Market ETF922908769
    +0.44 pp2.0% → 2.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. UCBUnited Community Banks Inc
    −$2.65MSold outHistory
  2. NVDANVIDIA Corp
    −$1.67MReducedHistory
  3. XOMExxonMobil Holdings Corp
    −$1.49MSold outHistory
  4. IAUMiShares Gold Trust Micro
    −$1.16MReducedHistory
  5. AVGOBroadcom Inc.
    −$469.9KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. IAUMiShares Gold Trust Micro
    −1.56 pp5.9% → 4.3%History
  2. UCBUnited Community Banks Inc
    −0.88 pp0.9% → 0.0%History
  3. XOMExxonMobil Holdings Corp
    −0.50 pp0.5% → 0.0%History
  4. NVDANVIDIA Corp
    −0.43 pp1.3% → 0.9%History
  5. Goldman Sachs ETF Tr381430529
    −0.15 pp0.4% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$323.4M
+$23.5M (+7.8%) vs. prior quarter
Positions
534
−31 vs. prior quarter
Top 10 concentration
33.5%
Top 10 as share of value
Turnover
6.3%
Q2 2026, one quarter
Average holding period
13.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $323.4M (Q2 2026)

Q4 2021: $100.1MQ1 2022: $99.9MQ2 2022: $92.9MQ3 2022: $95.8MQ4 2022: $103.3MQ1 2023: $105.8MQ2 2023: $113.9MQ3 2023: $204.1MQ4 2023: $236.1MQ1 2024: $257.5MQ2 2024: $247.5MQ3 2024: $256.2MQ4 2024: $256.9MQ1 2025: $268.4MQ2 2025: $292.3MQ3 2025: $323.0MQ4 2025: $264.5MQ1 2026: $299.9MQ2 2026: $323.4M
Q4 2021Q2 2026
13F filings of United Community Bank by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026534$323.4MBRK.BIAUMInvesco Exchange Traded FD Tvs. Q1 2026SEC
Q1 2026Apr 24, 2026565$299.9MBRK.BIAUMInvesco Exchange Traded FD Tvs. Q4 2025SEC
Q4 2025Jan 30, 2026552$264.5MBRK.BIAUMInvesco Exchange Traded FD Tvs. Q3 2025SEC
Q3 2025Nov 4, 2025592$323.0MBRK.BiShares Core S&P 500 ETFIAUMvs. Q2 2025SEC
Q2 2025Jul 31, 2025503$292.3MBRK.BiShares Core S&P 500 ETFIAUMvs. Q1 2025SEC
Q1 2025May 2, 2025487$268.4MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q4 2024SEC
Q4 2024Feb 7, 2025405$256.9MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q3 2024SEC
Q3 2024Oct 30, 2024361$256.2MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q2 2024SEC
Q2 2024Aug 2, 2024388$247.5MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q1 2024SEC
Q1 2024May 3, 2024356$257.5MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q4 2023SEC
Q4 2023Feb 13, 2024366$236.1MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q3 2023SEC
Q3 2023Nov 14, 2023338$204.1MBRK.BiShares Core S&P 500 ETFiShares MSCI Eafe ETFvs. Q2 2023SEC
Q2 2023Feb 13, 2024227$113.9MBRK.BiShares Core S&P 500 ETFMRKvs. Q1 2023SEC
Q1 2023Feb 13, 2024227$105.8MBRK.BiShares Core S&P 500 ETFENBvs. Q4 2022SEC
Q4 2022Feb 13, 2024253$103.3MBRK.BiShares Core S&P 500 ETFENBvs. Q3 2022SEC
Q3 2022Feb 13, 2024255$95.8MBRK.BiShares Core S&P 500 ETFENBvs. Q2 2022SEC
Q2 2022Feb 13, 2024248$92.9MBRK.BiShares Core S&P 500 ETFENBvs. Q1 2022SEC
Q1 2022Feb 13, 2024248$99.9MBRK.BiShares Core S&P 500 ETFENBvs. Q4 2021SEC
Q4 2021Feb 13, 2024237$100.1MBRK.BiShares Core S&P 500 ETFENB–SEC