Logan Capital Management’s First United FUNC Stock Holding History

Logan 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
2025 Q4	–	Sell	-4,951	Closed	-$182K	–	342
2025 Q3	$182K	Hold	4,951	–	–	0.01%	276
2025 Q2	$154K	Hold	4,951	–	–	0.01%	272
2025 Q1	$149K	Hold	4,951	–	–	0.01%	293
2024 Q4	$167K	Hold	4,951	–	–	0.01%	294
2024 Q3	$148K	Hold	4,951	–	–	0.01%	300
2024 Q2	$101K	Hold	4,951	–	–	﹤0.01%	313
2024 Q1	$113K	Hold	4,951	–	–	﹤0.01%	309
2023 Q4	$116K	Hold	4,951	–	–	0.01%	318
2023 Q3	$80.3K	Hold	4,951	–	–	﹤0.01%	329
2023 Q2	$70.6K	Hold	4,951	–	–	﹤0.01%	326
2023 Q1	$83.5K	Hold	4,951	–	–	﹤0.01%	328
2022 Q4	$97.3K	Hold	4,951	–	–	0.01%	319
2022 Q3	$82K	Hold	4,951	–	–	﹤0.01%	314
2022 Q2	$93K	Hold	4,951	–	–	0.01%	314
2022 Q1	$112K	Hold	4,951	–	–	0.01%	309
2021 Q4	$93K	Hold	4,951	–	–	﹤0.01%	331
2021 Q3	$92K	Hold	4,951	–	–	﹤0.01%	324
2021 Q2	$86K	Hold	4,951	–	–	﹤0.01%	324
2021 Q1	$87K	Buy	+4,951	New	+$86.8K	﹤0.01%	316

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Logan Capital Management's FUNC Position: Q4 2025 in Review

Logan Capital Management sold out of First United (FUNC) in Q4 2025, closing a stake of 4,951 shares — an estimated $182K sold.

Logan Capital Management first reported a position in FUNC in Q1 2021 and held it in 19 quarters. The position peaked at $182K in Q3 2025. 86 funds tracked by Wall St. Rank hold FUNC as of Q4 2025.

Logan Capital Management reported no remaining First United position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 4,951 First United shares in Q4 2025, an estimated $182K.
Logan Capital Management first reported a position in First United in Q1 2021 and held it in 19 quarters.
Logan Capital Management's First United position peaked at $182K in Q3 2025.
86 funds tracked by Wall St. Rank held First United as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.