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Allworth Financial’s First United FUNC Stock Holding History

Allworth Financial’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$794 Buy
18
+10
+125% +$390 ﹤0.01% 4766
2026
Q1 		$294 Buy
8
+3
+60% +$111 ﹤0.01% 4854
2025
Q4 		$188 Hold
5
– – ﹤0.01% 4705
2025
Q3 		$184 Buy
+5
New +$176 ﹤0.01% 4614

Other funds holding FUNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Allworth Financial's FUNC Position: Q2 2026 in Review

Allworth Financial increased its First United (FUNC) stake by 125% in Q2 2026, buying an estimated $390 and bringing the position to 18 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #4766.

Allworth Financial first reported a position in FUNC in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Allworth Financial held 18 shares of First United worth $794 as of Q2 2026.
  • Allworth Financial bought 10 First United shares in Q2 2026, an estimated $390.
  • First United made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4766 holding.
  • Allworth Financial first reported a position in First United in Q3 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.