MAM
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Martingale Asset Management’s First United FUNC Stock Holding History

Martingale Asset 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
2026
Q2 		$997K Buy
22,613
+2
+0% +$78 0.02% 540
2026
Q1 		$828K Buy
+22,611
New +$840K 0.02% 542

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

Martingale Asset Management's FUNC Position: Q2 2026 in Review

Martingale Asset Management increased its First United (FUNC) stake by 0.01% in Q2 2026, buying an estimated $78 and bringing the position to 22,613 shares worth $997K. The position accounts for 0.02% of the portfolio, ranked #540.

Martingale Asset Management first reported a position in FUNC in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Martingale Asset Management held 22,613 shares of First United worth $997K as of Q2 2026.
  • Martingale Asset Management bought 2 First United shares in Q2 2026, an estimated $78.
  • First United made up 0.02% of Martingale Asset Management's portfolio in Q2 2026, its #540 holding.
  • Martingale Asset Management first reported a position in First United in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.