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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
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
BlackRock New York $6.73T AUM 46.02% 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

Angel Oak Capital Advisors's FUNC Position: Q1 2026 in Review

Angel Oak Capital Advisors held its First United (FUNC) position steady in Q1 2026 at 23,700 shares worth $868K. The position accounts for 0.96% of the portfolio, ranked #19.

Angel Oak Capital Advisors first reported a position in FUNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Angel Oak Capital Advisors held 23,700 shares of First United worth $868K as of Q1 2026.
  • Angel Oak Capital Advisors left its First United share count unchanged in Q1 2026.
  • First United made up 0.96% of Angel Oak Capital Advisors's portfolio in Q1 2026, its #19 holding.
  • Angel Oak Capital Advisors first reported a position in First United in Q4 2024 and has held it in 6 quarters since.
  • Angel Oak Capital Advisors's First United position peaked at $1.05M in Q2 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.