Angel Oak Capital Advisors’s First United FUNC Stock Holding History

Angel Oak Capital Advisors’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	$750K	Sell	17,000 -6,700	-28%	-$262K	0.95%	20
2026 Q1	$868K	Hold	23,700	–	–	0.96%	19
2025 Q4	$887K	Sell	23,700 -4,000	-14%	-$149K	1.29%	19
2025 Q3	$1.02M	Sell	27,700 -6,000	-18%	-$211K	0.8%	14
2025 Q2	$1.05M	Buy	33,700 +8,000	+31%	+$237K	1.48%	19
2025 Q1	$772K	Sell	25,700 -2,000	-7%	-$67.4K	1.03%	20
2024 Q4	$934K	Buy	+27,700	New	+$921K	1.24%	15

Other funds holding FUNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Angel Oak Capital Advisors's FUNC Position: Q2 2026 in Review

Angel Oak Capital Advisors reduced its First United (FUNC) stake by 28% in Q2 2026, selling an estimated $262K and leaving 17,000 shares worth $750K. The position accounts for 0.95% of the portfolio, ranked #20.

Angel Oak Capital Advisors first reported a position in FUNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

Angel Oak Capital Advisors held 17,000 shares of First United worth $750K as of Q2 2026.
Angel Oak Capital Advisors sold 6,700 First United shares in Q2 2026, an estimated $262K.
First United made up 0.95% of Angel Oak Capital Advisors's portfolio in Q2 2026, its #20 holding.
Angel Oak Capital Advisors first reported a position in First United in Q4 2024 and has held it in 7 quarters since.
Angel Oak Capital Advisors's First United position peaked at $1.05M in Q2 2025.
89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.