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 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 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

Marshall Wace's FUNC Position: Q1 2026 in Review

Marshall Wace reduced its First United (FUNC) stake by 35% in Q1 2026, selling an estimated $573K and leaving 28,620 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Marshall Wace first reported a position in FUNC in Q3 2019 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

Marshall Wace held 28,620 shares of First United worth $1.05M as of Q1 2026.
Marshall Wace sold 15,427 First United shares in Q1 2026, an estimated $573K.
First United made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2115 holding.
Marshall Wace first reported a position in First United in Q3 2019 and has held it in 8 quarters since.
Marshall Wace's First United position peaked at $1.93M in Q1 2025.
88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.