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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
Q2 		$29.1K Hold
425
– – 0.01% 280
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

First United Bank & Trust held its Polaris (PII) position steady in Q2 2026 at 425 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #280.

First United Bank & Trust first reported a position in PII in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.6K in Q1 2024. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • First United Bank & Trust held 425 shares of Polaris worth $29.1K as of Q2 2026.
  • First United Bank & Trust left its Polaris share count unchanged in Q2 2026.
  • Polaris made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #280 holding.
  • First United Bank & Trust first reported a position in Polaris in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Polaris position peaked at $42.6K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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