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Covestor’s First United FUNC Stock Holding History

Covestor’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 		$0 Sell
5
-3
-38% -$111 ﹤0.01% 2438
2025
Q4 		$0 Sell
8
-25
-76% -$929 ﹤0.01% 2422
2025
Q3 		$1K Buy
+33
New +$1.16K ﹤0.01% 2081

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

Covestor's FUNC Position: Q1 2026 in Review

Covestor reduced its First United (FUNC) stake by 38% in Q1 2026, selling an estimated $111 and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Covestor first reported a position in FUNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Covestor held 5 shares of First United worth $0 as of Q1 2026.
  • Covestor sold 3 First United shares in Q1 2026, an estimated $111.
  • First United made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2438 holding.
  • Covestor first reported a position in First United in Q3 2025 and has held it in 3 quarters since.
  • Covestor's First United position peaked at $1K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.