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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HSBC Holdings's FUNC Position: Q1 2026 in Review

HSBC Holdings increased its First United (FUNC) stake by 44% in Q1 2026, buying an estimated $131K and bringing the position to 11,508 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

HSBC Holdings first reported a position in FUNC in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

HSBC Holdings held 11,508 shares of First United worth $427K as of Q1 2026.
HSBC Holdings bought 3,528 First United shares in Q1 2026, an estimated $131K.
First United made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2291 holding.
HSBC Holdings first reported a position in First United in Q4 2025 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.