FUBT
XYZ

First United Bank & Trust’s Block Inc XYZ Stock Holding History

First United Bank & Trust’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.6K Hold
350
– – 0.01% 290
2026
Q1 		$21.1K Hold
350
– – 0.01% 292
2025
Q4 		$22.8K Hold
350
– – 0.01% 282
2025
Q3 		$25.3K Hold
350
– – 0.01% 278
2025
Q2 		$23.8K Hold
350
– – 0.01% 269
2025
Q1 		$19K Sell
350
-100
-22% -$7.46K 0.01% 288
2024
Q4 		$38.2K Hold
450
– – 0.01% 244
2024
Q3 		$30.2K Hold
450
– – 0.01% 253
2024
Q2 		$29K Hold
450
– – 0.01% 261
2024
Q1 		$38.1K Hold
450
– – 0.01% 263
2023
Q4 		$34.8K Buy
+450
New +$25.4K 0.01% 261

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

First United Bank & Trust held its Block Inc (XYZ) position steady in Q2 2026 at 350 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #290.

First United Bank & Trust first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.2K in Q4 2024. 259 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • First United Bank & Trust held 350 shares of Block Inc worth $26.6K as of Q2 2026.
  • First United Bank & Trust left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #290 holding.
  • First United Bank & Trust first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Block Inc position peaked at $38.2K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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