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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
Q2 		$0 Buy
7
+2
+40% +$78 ﹤0.01% 2607
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 $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

Covestor's FUNC Position: Q2 2026 in Review

Covestor increased its First United (FUNC) stake by 40% in Q2 2026, buying an estimated $78 and bringing the position to 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Covestor first reported a position in FUNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1K in Q3 2025. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Covestor held 7 shares of First United worth $0 as of Q2 2026.
  • Covestor bought 2 First United shares in Q2 2026, an estimated $78.
  • First United made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2607 holding.
  • Covestor first reported a position in First United in Q3 2025 and has held it in 4 quarters since.
  • Covestor's First United position peaked at $1K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.