HSBC Holdings
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HSBC Holdings’s First United FUNC Stock Holding History

HSBC Holdings’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 		$502K Sell
11,484
-24
-0.2% -$937 ﹤0.01% 2283
2026
Q1 		$427K Buy
11,508
+3,528
+44% +$131K ﹤0.01% 2291
2025
Q4 		$301K Buy
+7,980
New +$297K ﹤0.01% 2524

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 163.05% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

HSBC Holdings's FUNC Position: Q2 2026 in Review

HSBC Holdings reduced its First United (FUNC) stake by 0.21% in Q2 2026, selling an estimated $937 and leaving 11,484 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

HSBC Holdings first reported a position in FUNC in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • HSBC Holdings held 11,484 shares of First United worth $502K as of Q2 2026.
  • HSBC Holdings sold 24 First United shares in Q2 2026, an estimated $937.
  • First United made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2283 holding.
  • HSBC Holdings first reported a position in First United in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.