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
Q2 		– Sell
-5,479
Closed -$201K – 3122
2026
Q1 		$201K Sell
5,479
-5
-0.1% -$186 ﹤0.01% 2566
2025
Q4 		$205K Buy
+5,484
New +$204K ﹤0.01% 2413

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

Corient Private Wealth's FUNC Position: Q2 2026 in Review

Corient Private Wealth sold out of First United (FUNC) in Q2 2026, closing a stake of 5,479 shares — an estimated $201K sold.

Corient Private Wealth first reported a position in FUNC in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Corient Private Wealth reported no remaining First United position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 5,479 First United shares in Q2 2026, an estimated $201K.
  • Corient Private Wealth first reported a position in First United in Q4 2025 and held it in 2 quarters.
  • Corient Private Wealth's First United position peaked at $205K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.