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Arax Advisory Partners’s First United FUNC Stock Holding History

Arax Advisory Partners’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 		$1.46K Buy
+33
New +$1.29K ﹤0.01% 4877
2025
Q4 		– Sell
-20
Closed -$736 – 4252
2025
Q3 		$736 Buy
+20
New +$704 ﹤0.01% 3316

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

Arax Advisory Partners's FUNC Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in First United (FUNC) in Q2 2026: 33 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #4877 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in FUNC as recently as Q3 2025.

Arax Advisory Partners first reported a position in FUNC in Q3 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Arax Advisory Partners held 33 shares of First United worth $1.46K as of Q2 2026.
  • First United was a new Arax Advisory Partners position in Q2 2026.
  • First United made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4877 holding.
  • Arax Advisory Partners first reported a position in First United in Q3 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.