Geode Capital Management
FUNC icon

Geode Capital Management’s First United FUNC Stock Holding History

Geode Capital Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69M Buy
151,702
+12,134
+9% +$474K ﹤0.01% 2755
2026
Q1 		$5.12M Buy
139,568
+415
+0.3% +$15.4K ﹤0.01% 2724
2025
Q4 		$5.21M Sell
139,153
-255
-0.2% -$9.48K ﹤0.01% 2745
2025
Q3 		$5.13M Sell
139,408
-531
-0.4% -$18.7K ﹤0.01% 2762
2025
Q2 		$4.34M Buy
139,939
+74,032
+112% +$2.19M ﹤0.01% 2800
2025
Q1 		$1.98M Buy
65,907
+2,507
+4% +$84.5K ﹤0.01% 3032
2024
Q4 		$2.14M Sell
63,400
-571
-0.9% -$19K ﹤0.01% 3097
2024
Q3 		$1.91M Buy
63,971
+81
+0.1% +$2.18K ﹤0.01% 3144
2024
Q2 		$1.3M Buy
63,890
+4,448
+7% +$95.4K ﹤0.01% 3215
2024
Q1 		$1.36M Buy
59,442
+5,077
+9% +$113K ﹤0.01% 3248
2023
Q4 		$1.28M Buy
54,365
+2,407
+5% +$44.8K ﹤0.01% 3250
2023
Q3 		$843K Buy
51,958
+2,035
+4% +$33K ﹤0.01% 3397
2023
Q2 		$712K Buy
49,923
+1,132
+2% +$16.7K ﹤0.01% 3482
2023
Q1 		$823K Hold
48,791
– – ﹤0.01% 3432
2022
Q4 		$958K Buy
48,791
+612
+1% +$11.5K ﹤0.01% 3358
2022
Q3 		$797K Buy
48,179
+267
+0.6% +$4.76K ﹤0.01% 3506
2022
Q2 		$898K Buy
47,912
+1,542
+3% +$32.4K ﹤0.01% 3478
2022
Q1 		$1.04M Sell
46,370
-1,443
-3% -$30.9K ﹤0.01% 3598
2021
Q4 		$902K Hold
47,813
– – ﹤0.01% 3768
2021
Q3 		$889K Buy
47,813
+695
+1% +$12.3K ﹤0.01% 3744
2021
Q2 		$821K Sell
47,118
-41,516
-47% -$747K ﹤0.01% 3703
2021
Q1 		$1.56M Buy
88,634
+576
+0.7% +$10.1K ﹤0.01% 3374
2020
Q4 		$1.36M Buy
88,058
+687
+0.8% +$9.88K ﹤0.01% 3265
2020
Q3 		$1.02M Buy
87,371
+1,609
+2% +$18.3K ﹤0.01% 3202
2020
Q2 		$1.14M Buy
85,762
+42,494
+98% +$603K ﹤0.01% 3102
2020
Q1 		$618K Buy
43,268
+1,308
+3% +$27.6K ﹤0.01% 3206
2019
Q4 		$1.01M Buy
41,960
+1,537
+4% +$36.4K ﹤0.01% 3276
2019
Q3 		$889K Buy
40,423
+3,575
+10% +$75.4K ﹤0.01% 3271
2019
Q2 		$726K Sell
36,848
-26,219
-42% -$484K ﹤0.01% 3332
2019
Q1 		$1.09M Buy
63,067
+3,026
+5% +$51.6K ﹤0.01% 3131
2018
Q4 		$955K Buy
60,041
+3,128
+5% +$56K ﹤0.01% 3133
2018
Q3 		$1.07M Buy
56,913
+6,700
+13% +$131K ﹤0.01% 3194
2018
Q2 		$1.03M Buy
50,213
+30,391
+153% +$623K ﹤0.01% 3174
2018
Q1 		$380K Hold
19,822
– – ﹤0.01% 3489
2017
Q4 		$345K Hold
19,822
– – ﹤0.01% 3492
2017
Q3 		$327K Hold
19,822
– – ﹤0.01% 3499
2017
Q2 		$296K Sell
19,822
-2,180
-10% -$31.6K ﹤0.01% 3544
2017
Q1 		$319K Buy
22,002
+2,263
+11% +$32.6K ﹤0.01% 3486
2016
Q4 		$314K Buy
19,739
+1,626
+9% +$20.9K ﹤0.01% 3436
2016
Q3 		$224K Hold
18,113
– – ﹤0.01% 3558
2016
Q2 		$178K Hold
18,113
– – ﹤0.01% 3629
2016
Q1 		$198 Hold
18,113
– – ﹤0.01% 3639
2015
Q4 		$210K Hold
18,113
– – ﹤0.01% 3665
2015
Q3 		$148K Hold
18,113
– – ﹤0.01% 3779
2015
Q2 		$156K Hold
18,113
– – ﹤0.01% 3659
2015
Q1 		$165K Hold
18,113
– – ﹤0.01% 3640
2014
Q4 		$155K Hold
18,113
– – ﹤0.01% 3676
2014
Q3 		$144K Hold
18,113
– – ﹤0.01% 3667
2014
Q2 		$158K Hold
18,113
– – ﹤0.01% 3583
2014
Q1 		$136K Hold
18,113
– – ﹤0.01% 3597
2013
Q4 		$138K Hold
18,113
– – ﹤0.01% 3520
2013
Q3 		$149K Hold
18,113
– – ﹤0.01% 3407
2013
Q2 		$135K Buy
+18,113
New +$144K ﹤0.01% 3348

Other funds holding FUNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management's FUNC Position: Q2 2026 in Review

Geode Capital Management increased its First United (FUNC) stake by 8.7% in Q2 2026, buying an estimated $474K and bringing the position to 151,702 shares worth $6.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2755.

Geode Capital Management first reported a position in FUNC in Q2 2013 and has held it in 53 quarters since. 91 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Geode Capital Management held 151,702 shares of First United worth $6.69M as of Q2 2026.
  • Geode Capital Management bought 12,134 First United shares in Q2 2026, an estimated $474K.
  • First United made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2755 holding.
  • Geode Capital Management first reported a position in First United in Q2 2013 and has held it in 53 quarters since.
  • 91 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.