KAS
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Kestra Advisory Services’s First United FUNC Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,016
Closed -$38K – 3593
2025
Q4 		$38K Buy
+1,016
New +$37.8K ﹤0.01% 4133
2025
Q2 		– Sell
-269
Closed -$8.07K – 2884
2025
Q1 		$8.07K Buy
+269
New +$9.07K ﹤0.01% 2718

Other funds holding FUNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kestra Advisory Services's FUNC Position: Q1 2026 in Review

Kestra Advisory Services sold out of First United (FUNC) in Q1 2026, closing a stake of 1,016 shares — an estimated $38K sold.

Kestra Advisory Services first reported a position in FUNC in Q1 2025 and held it in 2 quarters. The position peaked at $38K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Kestra Advisory Services reported no remaining First United position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,016 First United shares in Q1 2026, an estimated $38K.
  • Kestra Advisory Services first reported a position in First United in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's First United position peaked at $38K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.