Fidelity Investments
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Fidelity Investments’s First United FUNC Stock Holding History

Fidelity Investments’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 		$27K Sell
737
-4
-0.5% -$149 ﹤0.01% 4394
2025
Q4 		$27.7K Sell
741
-39
-5% -$1.45K ﹤0.01% 4338
2025
Q3 		$28.7K Sell
780
-5,699
-88% -$201K ﹤0.01% 4209
2025
Q2 		$201K Buy
6,479
+5,575
+617% +$165K ﹤0.01% 3305
2025
Q1 		$27.1K Buy
904
+39
+5% +$1.31K ﹤0.01% 4108
2024
Q4 		$29.2K Sell
865
-100
-10% -$3.33K ﹤0.01% 4070
2024
Q3 		$28.8K Buy
965
+100
+12% +$2.69K ﹤0.01% 4021
2024
Q2 		$17.7K Hold
865
– – ﹤0.01% 4119
2024
Q1 		$19.8K Buy
865
+27
+3% +$603 ﹤0.01% 4023
2023
Q4 		$19.7K Hold
838
– – ﹤0.01% 3950
2023
Q3 		$13.6K Hold
838
– – ﹤0.01% 3987
2023
Q2 		$11.9K Hold
838
– – ﹤0.01% 4087
2023
Q1 		$14.1K Sell
838
-27,475
-97% -$520K ﹤0.01% 3992
2022
Q4 		$556K Buy
28,313
+240
+0.9% +$4.49K ﹤0.01% 2684
2022
Q3 		$464K Sell
28,073
-474
-2% -$8.46K ﹤0.01% 2797
2022
Q2 		$536K Buy
28,547
+122
+0.4% +$2.56K ﹤0.01% 2822
2022
Q1 		$640K Buy
28,425
+3,720
+15% +$79.7K ﹤0.01% 2914
2021
Q4 		$466K Buy
24,705
+1,975
+9% +$37.7K ﹤0.01% 2807
2021
Q3 		$423K Buy
22,730
+929
+4% +$16.5K ﹤0.01% 2827
2021
Q2 		$380K Buy
21,801
+2,503
+13% +$45.1K ﹤0.01% 2824
2021
Q1 		$340K Buy
19,298
+571
+3% +$10K ﹤0.01% 2744
2020
Q4 		$290K Buy
18,727
+9,963
+114% +$143K ﹤0.01% 2744
2020
Q3 		$103K Buy
+8,764
New +$99.8K ﹤0.01% 2789

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 163.06% 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 $647M AUM 24.91% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments's FUNC Position: Q1 2026 in Review

Fidelity Investments reduced its First United (FUNC) stake by 0.54% in Q1 2026, selling an estimated $149 and leaving 737 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #4394.

Fidelity Investments first reported a position in FUNC in Q3 2020 and has held it in 23 quarters since. The position peaked at $640K in Q1 2022. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Fidelity Investments held 737 shares of First United worth $27K as of Q1 2026.
  • Fidelity Investments sold 4 First United shares in Q1 2026, an estimated $149.
  • First United made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4394 holding.
  • Fidelity Investments first reported a position in First United in Q3 2020 and has held it in 23 quarters since.
  • Fidelity Investments's First United position peaked at $640K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.