EF
FUNC icon

Empowered Funds’s First United FUNC Stock Holding History

Empowered Funds’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 		$1.4M Buy
38,112
+2,243
+6% +$83.4K 0.01% 1276
2025
Q4 		$1.34M Buy
35,869
+3,293
+10% +$122K 0.02% 588
2025
Q3 		$1.2M Buy
32,576
+3,566
+12% +$126K 0.01% 1122
2025
Q2 		$900K Buy
29,010
+2,461
+9% +$72.8K 0.01% 1112
2025
Q1 		$797K Buy
26,549
+1,656
+7% +$55.8K 0.01% 1077
2024
Q4 		$839K Buy
24,893
+1,180
+5% +$39.2K 0.01% 1017
2024
Q3 		$708K Buy
23,713
+1,206
+5% +$32.4K 0.01% 996
2024
Q2 		$460K Buy
22,507
+6,371
+39% +$137K 0.01% 1077
2024
Q1 		$370K Buy
16,136
+1,192
+8% +$26.6K 0.01% 1152
2023
Q4 		$351K Buy
14,944
+1,344
+10% +$25K 0.01% 1075
2023
Q3 		$221K Buy
13,600
+1,106
+9% +$17.9K 0.01% 1129
2023
Q2 		$178K Buy
+12,494
New +$185K 0.01% 1081

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

Empowered Funds's FUNC Position: Q1 2026 in Review

Empowered Funds increased its First United (FUNC) stake by 6.3% in Q1 2026, buying an estimated $83.4K and bringing the position to 38,112 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1276.

Empowered Funds first reported a position in FUNC in Q2 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Empowered Funds held 38,112 shares of First United worth $1.4M as of Q1 2026.
  • Empowered Funds bought 2,243 First United shares in Q1 2026, an estimated $83.4K.
  • First United made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1276 holding.
  • Empowered Funds first reported a position in First United in Q2 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.