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Alisha Kamadia

United Community Bank

Assets Managed
$299.924M
Holdings
565
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
13.41%(2Q avg: -2.35%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in United Community Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 565 positions.

Assets under management

The assets under management (AUM) of United Community Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 299.924M in assets, with a quarterly growth rate of 13.41% and a 2-quarter average growth rate of -2.35%. The portfolio is managed by Alisha Kamadia, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.24%
9.17%
$27.493M
57,373 shares@ $479.21 avg price
IAUM
Ishares Gold Trust Micro
Recent Activity
Decreased -3.41%
5.86%
$17.575M
376,344 shares@ $46.7 avg price
PBP
Invesco S&p 500 Buywrite Etf
Recent Activity
Increased 0.31%
3.54%
$10.594M
481,748 shares@ $21.99 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -3.85%
3.01%
$9.023M
92,893 shares@ $97.13 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -12.49%
2.3%
$6.874M
10,524 shares@ $653.21 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.56%
2.18%
$6.509M
17,584 shares@ $370.17 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 40.38%
2.01%
$6.006M
18,721 shares@ $320.81 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 8.02%
1.91%
$5.717M
84,663 shares@ $67.53 avg price
SPHQ
Invesco S&p 500 Quality Etf
Recent Activity
Increased 38.59%
1.56%
$4.656M
61,925 shares@ $75.2 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 3.49%
1.52%
$4.543M
22,076 shares@ $205.81 avg price

1-10 of 565