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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allworth Financial's FUNC Position: Q1 2026 in Review

Allworth Financial increased its First United (FUNC) stake by 60% in Q1 2026, buying an estimated $111 and bringing the position to 8 shares worth $294. The position accounts for ﹤0.01% of the portfolio, ranked #4854.

Allworth Financial first reported a position in FUNC in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Allworth Financial held 8 shares of First United worth $294 as of Q1 2026.
  • Allworth Financial bought 3 First United shares in Q1 2026, an estimated $111.
  • First United made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4854 holding.
  • Allworth Financial first reported a position in First United in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.