Corient Private Wealth
FUNC icon

Corient Private Wealth’s First United FUNC Stock Holding History

Corient Private Wealth’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 		$201K Sell
5,479
-5,489
-50% -$204K ﹤0.01% 2566
2025
Q4 		$411K Buy
+10,968
New +$408K ﹤0.01% 2428

Other funds holding FUNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Corient Private Wealth's FUNC Position: Q1 2026 in Review

Corient Private Wealth reduced its First United (FUNC) stake by 50% in Q1 2026, selling an estimated $204K and leaving 5,479 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Corient Private Wealth first reported a position in FUNC in Q4 2025 and has held it in 2 quarters since. The position peaked at $411K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Corient Private Wealth held 5,479 shares of First United worth $201K as of Q1 2026.
  • Corient Private Wealth sold 5,489 First United shares in Q1 2026, an estimated $204K.
  • First United made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2566 holding.
  • Corient Private Wealth first reported a position in First United in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's First United position peaked at $411K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.