FUBT
PII icon

First United Bank & Trust’s Polaris PII Stock Holding History

First United Bank & Trust’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.2K Hold
425
– – 0.01% 288
2025
Q4 		$26.9K Hold
425
– – 0.01% 273
2025
Q3 		$24.7K Hold
425
– – 0.01% 280
2025
Q2 		$17.3K Hold
425
– – 0.01% 286
2025
Q1 		$17.4K Hold
425
– – 0.01% 295
2024
Q4 		$24.5K Hold
425
– – 0.01% 269
2024
Q3 		$35.4K Hold
425
– – 0.01% 245
2024
Q2 		$33.3K Hold
425
– – 0.01% 255
2024
Q1 		$42.6K Hold
425
– – 0.02% 253
2023
Q4 		$40.3K Buy
+425
New +$38.9K 0.02% 252

Other funds holding PII

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return