FUBT
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First United Bank & Trust’s BP BP Stock Holding History

First United Bank & Trust’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.2K Hold
600
– – 0.01% 297
2026
Q1 		$28.2K Hold
600
– – 0.01% 276
2025
Q4 		$20.8K Hold
600
– – 0.01% 288
2025
Q3 		$20.7K Hold
600
– – 0.01% 293
2025
Q2 		$18K Hold
600
– – 0.01% 285
2025
Q1 		$20.3K Hold
600
– – 0.01% 282
2024
Q4 		$17.7K Hold
600
– – 0.01% 291
2024
Q3 		$18.8K Hold
600
– – 0.01% 287
2024
Q2 		$21.7K Hold
600
– – 0.01% 288
2024
Q1 		$22.6K Sell
600
-330
-35% -$11.8K 0.01% 299
2023
Q4 		$32.9K Buy
+930
New +$34.1K 0.01% 267

Other funds holding BP

CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

First United Bank & Trust's BP Position: Q2 2026 in Review

First United Bank & Trust held its BP (BP) position steady in Q2 2026 at 600 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #297.

First United Bank & Trust first reported a position in BP in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.9K in Q4 2023. 342 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • First United Bank & Trust held 600 shares of BP worth $22.2K as of Q2 2026.
  • First United Bank & Trust left its BP share count unchanged in Q2 2026.
  • BP made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #297 holding.
  • First United Bank & Trust first reported a position in BP in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's BP position peaked at $32.9K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held BP as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.