NA
FUNC icon

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
Q2 		– Sell
-67
Closed -$2.44K – 4267
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 $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

NewEdge Advisors's FUNC Position: Q2 2026 in Review

NewEdge Advisors sold out of First United (FUNC) in Q2 2026, closing a stake of 67 shares — an estimated $2.44K sold.

NewEdge Advisors first reported a position in FUNC in Q3 2025 and held it in 3 quarters. The position peaked at $11.5K in Q4 2025. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • NewEdge Advisors reported no remaining First United position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 67 First United shares in Q2 2026, an estimated $2.44K.
  • NewEdge Advisors first reported a position in First United in Q3 2025 and held it in 3 quarters.
  • NewEdge Advisors's First United position peaked at $11.5K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.