Marshall Wace
FUNC icon

Marshall Wace’s First United FUNC Stock Holding History

Marshall Wace’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 		$1.29M Buy
29,242
+622
+2% +$24.3K ﹤0.01% 2077
2026
Q1 		$1.05M Sell
28,620
-15,427
-35% -$573K ﹤0.01% 2115
2025
Q4 		$1.65M Buy
44,047
+23,850
+118% +$886K ﹤0.01% 1671
2025
Q3 		$743K Buy
+20,197
New +$711K ﹤0.01% 2071
2025
Q2 		– Sell
-64,218
Closed -$1.93M – 2868
2025
Q1 		$1.93M Buy
64,218
+40,072
+166% +$1.35M ﹤0.01% 1480
2024
Q4 		$814K Buy
24,146
+16,574
+219% +$551K ﹤0.01% 1825
2024
Q3 		$226K Buy
+7,572
New +$204K ﹤0.01% 2259
2020
Q1 		– Sell
-11,316
Closed -$273K – 1782
2019
Q4 		$273K Buy
11,316
+7,081
+167% +$168K ﹤0.01% 1295
2019
Q3 		$93K Buy
+4,235
New +$89.3K ﹤0.01% 1401

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

Marshall Wace's FUNC Position: Q2 2026 in Review

Marshall Wace increased its First United (FUNC) stake by 2.2% in Q2 2026, buying an estimated $24.3K and bringing the position to 29,242 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Marshall Wace first reported a position in FUNC in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.93M in Q1 2025. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Marshall Wace held 29,242 shares of First United worth $1.29M as of Q2 2026.
  • Marshall Wace bought 622 First United shares in Q2 2026, an estimated $24.3K.
  • First United made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2077 holding.
  • Marshall Wace first reported a position in First United in Q3 2019 and has held it in 9 quarters since.
  • Marshall Wace's First United position peaked at $1.93M in Q1 2025.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.