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First United Bank & Trust’s Simon Property Group SPG Stock Holding History

First United Bank & Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.4K Hold
100
– – 0.01% 296
2026
Q1 		$18.7K Hold
100
– – 0.01% 295
2025
Q4 		$18.5K Hold
100
– – 0.01% 293
2025
Q3 		$18.8K Hold
100
– – 0.01% 296
2025
Q2 		$16.1K Hold
100
– – 0.01% 289
2025
Q1 		$16.6K Hold
100
– – 0.01% 297
2024
Q4 		$17.2K Sell
100
-13
-12% -$2.28K 0.01% 292
2024
Q3 		$19.1K Hold
113
– – 0.01% 286
2024
Q2 		$17.2K Hold
113
– – 0.01% 305
2024
Q1 		$17.7K Hold
113
– – 0.01% 314
2023
Q4 		$16.1K Buy
+113
New +$13.7K 0.01% 318

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First United Bank & Trust held its Simon Property Group (SPG) position steady in Q2 2026 at 100 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #296.

First United Bank & Trust first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • First United Bank & Trust held 100 shares of Simon Property Group worth $22.4K as of Q2 2026.
  • First United Bank & Trust left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #296 holding.
  • First United Bank & Trust first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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