Q2 2026 13F · SEC CIK 1697791

United Bank

Bank & trustFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $328.9M
Reported positions: 122
Top holdings a year, 3 yrs: +17.9%
Average holding period: 7.2 yrs

United Bank is a bank & trust that reported 122 positions worth $328.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Select Sector Spdr Tr (XLK, 4.9%), Alphabet Inc (GOOGL, 4.8%), Apple Inc (AAPL, 4.2%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

United Bank holdings largest 50 of 122 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

United Bank 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
XLKSelect Sector Spdr Tr	4.9%	3.7%	84,395	+1.2%	$16.1M
GOOGLAlphabet Inc	4.8%	4.3%	44,306	-1.3%	$15.8M
AAPLApple Inc	4.2%	4.1%	47,939	-0.8%	$13.9M
NVDANvidia Corporation	4.0%	3.8%	66,223	+0.3%	$13.3M
NFRAFlexshares Tr	3.7%	3.9%	190,983	+3.9%	$12.2M
IJHIshares Tr	3.2%	1.9%	137,152	+60.1%	$10.6M
AMZNAmazon Com Inc	3.2%	3.1%	44,179	-0.7%	$10.5M
GUNRNorthern Trust Global Natural	3.1%	3.9%	210,191	-0.5%	$10.4M
HYGVFlexshares Tr Hig Yld Vl ETF	3.1%	3.2%	250,116	+3.4%	$10.1M
AMDAdvanced Micro Devices Inc	3.0%	1.2%	17,009	-4.1%	$9.9M
JPMJpmorgan Chase & Co	2.8%	2.8%	28,348	-0.8%	$9.3M
MSFTMicrosoft Corp	2.7%	3.1%	23,689	-6.1%	$8.8M
KOCoca Cola Co	2.3%	2.3%	92,618	+1.6%	$7.5M
SCHDSchwab Strategic Tr	2.1%	2.2%	222,798	+3.2%	$7.1M
IVWIshares Tr	1.7%	1.7%	41,523	-8.1%	$5.7M
COSTCostco Wholesale Corporation	1.7%	2.0%	6,050	+0.5%	$5.7M
SOSouthern Co	1.6%	1.8%	56,481	+2.1%	$5.4M
CATCaterpillar Inc	1.6%	1.2%	4,949	+0.7%	$5.3M
IJRIshares Tr	1.5%	1.4%	33,166	+0.1%	$4.9M
AVGOBroadcom Inc	1.4%	0.9%	11,857	+30.7%	$4.5M
METAMeta Platforms Inc	1.4%	1.6%	7,942	-3.4%	$4.5M
VTVVanguard Index Fds	1.3%	1.3%	20,183	-0.8%	$4.4M
MAMastercard Incorporated	1.3%	1.4%	8,482	+1.8%	$4.4M
PANWPalo Alto Networks Inc	1.3%	0.7%	12,396	-7.2%	$4.2M
XLESelect Sector Spdr Tr	1.3%	1.5%	78,025	+5.9%	$4.1M
CSCOCisco Sys Inc	1.2%	0.9%	32,527	-4.1%	$3.8M
QLVFlexshares Tr	1.1%	1.1%	47,387	+5.6%	$3.6M
LLYEli Lilly & Co	1.0%	0.8%	2,644	-3.5%	$3.2M
JNJJohnson & Johnson	1.0%	1.0%	12,463	-0.1%	$3.2M
XOMExxon Mobil Corp	0.9%	1.3%	21,858	-6.7%	$3.0M
TJXTjx Cos Inc New	0.9%	1.0%	19,547	+5.1%	$3.0M
ADIAnalog Devices Inc	0.9%	0.8%	7,449	+1.8%	$3.0M
TFCTruist Finl Corp	0.9%	0.9%	58,910	-1.1%	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	5,515	+1.6%	$2.8M
RTXRtx Corporation	0.8%	0.9%	13,752	+2.4%	$2.6M
CCitigroup Inc	0.8%	0.6%	18,120	+12.7%	$2.5M
LOWLowes Cos Inc	0.8%	0.9%	11,501	-3.7%	$2.5M
GDGeneral Dynamics Corp	0.8%	0.9%	7,125	-5.7%	$2.5M
ORCLOracle Corp	0.7%	0.7%	16,396	+8.2%	$2.4M
MUMicron Technology Inc	0.7%	—	2,040	—	$2.4M
PGProcter & Gamble Co	0.7%	0.8%	15,948	-3.2%	$2.3M
CORCencora Inc	0.7%	0.8%	8,048	+4.8%	$2.3M
ETNEaton Corp PLC	0.7%	—	5,318	—	$2.3M
CVSCvs Health Corp	0.7%	—	21,751	—	$2.3M
GLDSpdr Gold Tr	0.7%	0.6%	5,946	+38.9%	$2.2M
MCDMcdonalds Corp	0.6%	0.9%	7,687	-6.7%	$2.1M
BXBlackstone Inc	0.6%	0.7%	16,880	-7.5%	$2.0M
GSKGsk PLC	0.6%	0.7%	36,087	-5.2%	$1.9M
DISDisney Walt Co	0.6%	—	18,892	—	$1.8M
EMREmerson Elec Co	0.5%	—	12,553	—	$1.8M

What United Bank bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IJH Ishares Tr+60.1% shares
GLD Spdr Gold Tr+38.9% shares
AVGO Broadcom Inc+30.7% shares
C Citigroup Inc+12.7% shares
ORCL Oracle Corp+8.2% shares
XLE Select Sector Spdr Tr+5.9% shares
QLV Flexshares Tr+5.6% shares
TJX Tjx Cos Inc New+5.1% shares

Reduced

IVW Ishares Tr-8.1% shares
BX Blackstone Inc-7.5% shares
PANW Palo Alto Networks Inc-7.2% shares
XOM Exxon Mobil Corp-6.7% shares
MCD Mcdonalds Corp-6.7% shares
MSFT Microsoft Corp-6.1% shares
GD General Dynamics Corp-5.7% shares
GSK Gsk PLC-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$328.9M	122
Q1 2026	$300.6M	124
Q4 2025	$294.9M	124
Q3 2025	$287.8M	119
Q2 2025	$261.3M	116
Q1 2025	$242.0M	113
Q4 2024	$236.7M	108
Q3 2024	$216.8M	103
Q2 2024	$200.4M	94
Q1 2024	$196.7M	95
Q4 2023	$181.3M	90
Q3 2023	$167.3M	89

Questions about United Bank's portfolio

What stocks does United Bank own?

United Bank's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 122 positions worth $328.9M. The largest are Select Sector Spdr Tr (XLK) at 4.9%, Alphabet Inc (GOOGL) at 4.8%, Apple Inc (AAPL) at 4.2%, Nvidia Corporation (NVDA) at 4.0% and Flexshares Tr (NFRA) at 3.7%.

What did United Bank buy last quarter?

In Q2 2026, United Bank added Ishares Tr (IJH) (+60.1% shares), Spdr Gold Tr (GLD) (+38.9% shares) and Broadcom Inc (AVGO) (+30.7% shares), compared with its Q1 2026 filing.

What did United Bank sell last quarter?

In Q2 2026, United Bank cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Norfolk Southn Corporation (NSC), Ishares Tr (IVW) (-8.1% shares), Blackstone Inc (BX) (-7.5% shares) and Palo Alto Networks Inc (PANW) (-7.2% shares), compared with its Q1 2026 filing.

How has United Bank's portfolio performed?

A portfolio copying United Bank's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is United Bank's next 13F filing due?

13F filings are due 45 days after each quarter ends. United Bank's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.