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NewEdge Advisors’s First United FUNC Stock Holding History

NewEdge Advisors’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 		$2.44K Sell
67
-239
-78% -$8.88K ﹤0.01% 3765
2025
Q4 		$11.5K Buy
306
+67
+28% +$2.49K ﹤0.01% 3432
2025
Q3 		$8.8K Buy
+239
New +$8.41K ﹤0.01% 3364

Other funds holding FUNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NewEdge Advisors's FUNC Position: Q1 2026 in Review

NewEdge Advisors reduced its First United (FUNC) stake by 78% in Q1 2026, selling an estimated $8.88K and leaving 67 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

NewEdge Advisors first reported a position in FUNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • NewEdge Advisors held 67 shares of First United worth $2.44K as of Q1 2026.
  • NewEdge Advisors sold 239 First United shares in Q1 2026, an estimated $8.88K.
  • First United made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3765 holding.
  • NewEdge Advisors first reported a position in First United in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's First United position peaked at $11.5K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.