IWC
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Integrated Wealth Concepts’s First United FUNC Stock Holding History

Integrated Wealth Concepts’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 		$2.16K Buy
+49
New +$1.91K ﹤0.01% 5332

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
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

Integrated Wealth Concepts's FUNC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First United (FUNC) in Q2 2026: 49 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #5332 among its holdings.

91 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Integrated Wealth Concepts held 49 shares of First United worth $2.16K as of Q2 2026.
  • First United was a new Integrated Wealth Concepts position in Q2 2026.
  • First United made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5332 holding.
  • 91 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.