FUBT
FDS icon

First United Bank & Trust’s Factset FDS Stock Holding History

First United Bank & Trust’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5K Hold
50
– – ﹤0.01% 330
2026
Q1 		$10.8K Hold
50
– – ﹤0.01% 320
2025
Q4 		$14.5K Hold
50
– – ﹤0.01% 302
2025
Q3 		$14.3K Hold
50
– – ﹤0.01% 306
2025
Q2 		$22.4K Hold
50
– – 0.01% 272
2025
Q1 		$22.7K Hold
50
– – 0.01% 274
2024
Q4 		$24K Hold
50
– – 0.01% 271
2024
Q3 		$23K Hold
50
– – 0.01% 272
2024
Q2 		$20.4K Hold
50
– – 0.01% 290
2024
Q1 		$22.7K Hold
50
– – 0.01% 297
2023
Q4 		$23.9K Buy
+50
New +$22.5K 0.01% 293

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First United Bank & Trust held its Factset (FDS) position steady in Q2 2026 at 50 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

First United Bank & Trust first reported a position in FDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $24K in Q4 2024. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • First United Bank & Trust held 50 shares of Factset worth $11.5K as of Q2 2026.
  • First United Bank & Trust left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #330 holding.
  • First United Bank & Trust first reported a position in Factset in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Factset position peaked at $24K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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