Citadel Advisors
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Citadel Advisors’s First United FUNC Stock Holding History

Citadel 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 		$879K Sell
19,928
-3,221
-14% -$126K ﹤0.01% 8530
2026
Q1 		$848K Sell
23,149
-9,606
-29% -$357K ﹤0.01% 8035
2025
Q4 		$1.23M Buy
32,755
+27,046
+474% +$1.01M ﹤0.01% 6949
2025
Q3 		$210K Sell
5,709
-30,758
-84% -$1.08M ﹤0.01% 11171
2025
Q2 		$1.13M Buy
36,467
+4,033
+12% +$119K ﹤0.01% 6818
2025
Q1 		$974K Buy
32,434
+14,984
+86% +$505K ﹤0.01% 7018
2024
Q4 		$588K Sell
17,450
-8,292
-32% -$276K ﹤0.01% 8197
2024
Q3 		$768K Buy
+25,742
New +$692K ﹤0.01% 7370

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

Citadel Advisors's FUNC Position: Q2 2026 in Review

Citadel Advisors reduced its First United (FUNC) stake by 14% in Q2 2026, selling an estimated $126K and leaving 19,928 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #8530.

Citadel Advisors first reported a position in FUNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2025. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Citadel Advisors held 19,928 shares of First United worth $879K as of Q2 2026.
  • Citadel Advisors sold 3,221 First United shares in Q2 2026, an estimated $126K.
  • First United made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8530 holding.
  • Citadel Advisors first reported a position in First United in Q3 2024 and has held it in 8 quarters since.
  • Citadel Advisors's First United position peaked at $1.23M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.