New York State Common Retirement Fund’s First United FUNC Stock Holding History

New York State Common Retirement Fund’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	$150K	Hold	3,400	–	–	﹤0.01%	2490
2026 Q1	$125K	Hold	3,400	–	–	﹤0.01%	2431
2025 Q4	$127K	Hold	3,400	–	–	﹤0.01%	2497
2025 Q3	$125K	Hold	3,400	–	–	﹤0.01%	2519
2025 Q2	$105K	Buy	+3,400	New	+$101K	﹤0.01%	2563
2021 Q3	–	Sell	-59	Closed	-$1K	–	3412
2021 Q2	$1K	Sell	59 -6,541	-99%	-$118K	﹤0.01%	3407
2021 Q1	$116K	Hold	6,600	–	–	﹤0.01%	3020
2020 Q4	$102K	Hold	6,600	–	–	﹤0.01%	3015
2020 Q3	$77K	Hold	6,600	–	–	﹤0.01%	3039
2020 Q2	$88K	Buy	+6,600	New	+$93.7K	﹤0.01%	3039
2019 Q2	–	Sell	-7,600	Closed	-$131K	–	3269
2019 Q1	$131K	Hold	7,600	–	–	﹤0.01%	2882
2018 Q4	$121K	Hold	7,600	–	–	﹤0.01%	2908
2018 Q3	$143K	Hold	7,600	–	–	﹤0.01%	2969
2018 Q2	$155K	Buy	+7,600	New	+$156K	﹤0.01%	2985

Other funds holding FUNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

New York State Common Retirement Fund's FUNC Position: Q2 2026 in Review

New York State Common Retirement Fund held its First United (FUNC) position steady in Q2 2026 at 3,400 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

New York State Common Retirement Fund first reported a position in FUNC in Q2 2018 and has held it in 14 quarters since. The position peaked at $155K in Q2 2018. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

New York State Common Retirement Fund held 3,400 shares of First United worth $150K as of Q2 2026.
New York State Common Retirement Fund left its First United share count unchanged in Q2 2026.
First United made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2490 holding.
New York State Common Retirement Fund first reported a position in First United in Q2 2018 and has held it in 14 quarters since.
New York State Common Retirement Fund's First United position peaked at $155K in Q2 2018.
89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.