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Evergreen Advisors’s First United FUNC Stock Holding History

Evergreen Advisors’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 		$843 Buy
+23
New +$855 ﹤0.01% 156

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

Evergreen Advisors's FUNC Position: Q1 2026 in Review

Evergreen Advisors opened a new position in First United (FUNC) in Q1 2026: 23 shares worth $843. The stake represents ﹤0.01% of the portfolio and ranks #156 among its holdings.

88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Evergreen Advisors held 23 shares of First United worth $843 as of Q1 2026.
  • First United was a new Evergreen Advisors position in Q1 2026.
  • First United made up ﹤0.01% of Evergreen Advisors's portfolio in Q1 2026, its #156 holding.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

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