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Essential Partners’s First United FUNC Stock Holding History

Essential Partners’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 		$309 Sell
7
-4
-36% -$156 ﹤0.01% 2561
2026
Q1 		$403 Sell
11
-1
-8% -$37 ﹤0.01% 2494
2025
Q4 		$449 Sell
12
-3
-20% -$111 ﹤0.01% 2253
2025
Q3 		$552 Buy
+15
New +$528 ﹤0.01% 2181

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

Essential Partners's FUNC Position: Q2 2026 in Review

Essential Partners reduced its First United (FUNC) stake by 36% in Q2 2026, selling an estimated $156 and leaving 7 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Essential Partners first reported a position in FUNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $552 in Q3 2025. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Essential Partners held 7 shares of First United worth $309 as of Q2 2026.
  • Essential Partners sold 4 First United shares in Q2 2026, an estimated $156.
  • First United made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2561 holding.
  • Essential Partners first reported a position in First United in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's First United position peaked at $552 in Q3 2025.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.