As of the latest SEC filings, UNITED COMMUNITY BANKS INC (UCB) is held by 431 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $226,588,593.77 in market value, representing 0.25% of its portfolio.
Funds holding UNITED COMMUNITY BANKS INC (UCB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UCB
- CIK:
- 0000857855
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.25% | $226,588,593.77 | 7,195,573 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $118,883,063.36 | 3,775,264 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.40% | $96,254,340.27 | 2,887,919 | Apr 30, 2026 | Jun 26, 2026 |
|
LMGNX
ClearBridge International Growth Fund
|
MF | Franklin Templeton | 1.34% | $94,937,648.80 | 348,662 | Apr 30, 2026 | Jun 22, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.13% | $92,630,385.69 | 2,941,581 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.05% | $86,831,344.74 | 2,757,426 | Mar 31, 2026 | May 28, 2026 |
|
PWJCX
PGIM Jennison International Opportunities Fund
|
MF | PGIM / Prudential | 1.52% | $73,143,176.37 | 268,621 | Apr 30, 2026 | Jun 26, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 0.83% | $71,036,410.69 | 2,208,157 | Feb 28, 2026 | Apr 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $55,305,981.47 | 1,756,303 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.26% | $49,390,827.09 | 1,481,873 | Apr 30, 2026 | Jun 24, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.80% | $45,546,253.83 | 1,415,799 | Feb 27, 2026 | Apr 23, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.68% | $42,562,210.02 | 1,276,994 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $42,276,805.03 | 1,342,547 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.12% | $40,446,488.28 | 1,213,516 | Apr 30, 2026 | Jun 26, 2026 |
|
DLHAX
Nomura Healthcare Fund
|
MF | Independent / Boutique | 5.90% | $39,209,853.79 | 130,137 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.98% | $36,256,893.22 | 1,151,378 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.46% | $34,536,877.93 | 1,096,757 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.25% | $34,366,013.19 | 1,091,331 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.26% | $32,708,316.61 | 1,038,689 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.20% | $31,179,648.39 | 935,483 | Apr 30, 2026 | Jun 24, 2026 |
|
TWIEX
International Growth Fund
|
MF | American Century | 1.13% | $29,761,987.83 | 99,080 | Feb 28, 2026 | Apr 29, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 1.01% | $27,680,193.95 | 860,435 | Feb 28, 2026 | Apr 24, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.16% | $24,753,094.54 | 82,405 | Feb 28, 2026 | Apr 29, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.52% | $24,168,210.45 | 89,545 | Apr 30, 2026 | Jun 23, 2026 |
|
FGFAX
Federated Hermes International Leaders Fund
|
MF | Federated Hermes | 1.40% | $24,059,430.67 | 80,745 | Feb 28, 2026 | Apr 23, 2026 |
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