California State Teachers Retirement System (CalSTRS)’s First United FUNC Stock Holding History

California State Teachers Retirement System (CalSTRS)’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	$11.9K	Sell	326 -44	-12%	-$1.64K	﹤0.01%	2618
2025 Q4	$13.9K	Sell	370 -7	-2%	-$260	﹤0.01%	2666
2025 Q3	$13.9K	Buy	377 +1	+0.3%	+$35	﹤0.01%	2702
2025 Q2	$11.7K	Buy	+376	New	+$11.1K	﹤0.01%	2685
2021 Q2	–	Sell	-10,126	Closed	-$178K	–	3151
2021 Q1	$178K	Hold	10,126	–	–	﹤0.01%	2935
2020 Q4	$157K	Hold	10,126	–	–	﹤0.01%	2931
2020 Q3	$119K	Hold	10,126	–	–	﹤0.01%	2926
2020 Q2	$135K	Buy	+10,126	New	+$144K	﹤0.01%	2884
2019 Q2	–	Sell	-10,463	Closed	-$181K	–	3051
2019 Q1	$181K	Hold	10,463	–	–	﹤0.01%	2787
2018 Q4	$167K	Hold	10,463	–	–	﹤0.01%	2824
2018 Q3	$197K	Hold	10,463	–	–	﹤0.01%	2894
2018 Q2	$214K	Buy	+10,463	New	+$214K	﹤0.01%	2885

Other funds holding FUNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s FUNC Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) reduced its First United (FUNC) stake by 12% in Q1 2026, selling an estimated $1.64K and leaving 326 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

California State Teachers Retirement System (CalSTRS) first reported a position in FUNC in Q2 2018 and has held it in 12 quarters since. The position peaked at $214K in Q2 2018. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

California State Teachers Retirement System (CalSTRS) held 326 shares of First United worth $11.9K as of Q1 2026.
California State Teachers Retirement System (CalSTRS) sold 44 First United shares in Q1 2026, an estimated $1.64K.
First United made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #2618 holding.
California State Teachers Retirement System (CalSTRS) first reported a position in First United in Q2 2018 and has held it in 12 quarters since.
California State Teachers Retirement System (CalSTRS)'s First United position peaked at $214K in Q2 2018.
88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.