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First United Bank & Trust’s MSCI MSCI Stock Holding History

First United Bank & Trust’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.3K Hold
63
– – 0.01% 268
2026
Q1 		$34K Sell
63
-5
-7% -$2.82K 0.01% 264
2025
Q4 		$39K Hold
68
– – 0.01% 247
2025
Q3 		$38.6K Sell
68
-16
-19% -$9.04K 0.01% 251
2025
Q2 		$48.4K Hold
84
– – 0.02% 222
2025
Q1 		$47.5K Sell
84
-1
-1% -$581 0.02% 233
2024
Q4 		$51K Hold
85
– – 0.02% 219
2024
Q3 		$49.5K Hold
85
– – 0.02% 226
2024
Q2 		$40.9K Hold
85
– – 0.02% 240
2024
Q1 		$47.6K Hold
85
– – 0.02% 242
2023
Q4 		$48.1K Buy
+85
New +$43.9K 0.02% 238

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

First United Bank & Trust held its MSCI (MSCI) position steady in Q2 2026 at 63 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #268.

First United Bank & Trust first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $51K in Q4 2024. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • First United Bank & Trust held 63 shares of MSCI worth $35.3K as of Q2 2026.
  • First United Bank & Trust left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #268 holding.
  • First United Bank & Trust first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's MSCI position peaked at $51K in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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