Nuveen’s First United FUNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Sell
5,902
-7,445
-56% -$277K ﹤0.01% 3080
2025
Q4
$500K Hold
13,347
﹤0.01% 2873
2025
Q3
$491K Buy
13,347
+5,510
+70% +$194K ﹤0.01% 2898
2025
Q2
$243K Buy
+7,837
New +$232K ﹤0.01% 3113
2021
Q2
Sell
-21,410
Closed -$377K 3433
2021
Q1
$377K Sell
21,410
-846
-4% -$14.8K ﹤0.01% 3136
2020
Q4
$345K Buy
22,256
+11,470
+106% +$165K ﹤0.01% 3114
2020
Q3
$126K Hold
10,786
﹤0.01% 3199
2020
Q2
$144K Buy
+10,786
New +$153K ﹤0.01% 3138

Other funds holding FUNC

Nuveen's FUNC Position: Q1 2026 in Review

Nuveen reduced its First United (FUNC) stake by 56% in Q1 2026, selling an estimated $277K and leaving 5,902 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Nuveen first reported a position in FUNC in Q2 2020 and has held it in 8 quarters since. The position peaked at $500K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Nuveen held 5,902 shares of First United worth $216K as of Q1 2026.
  • Nuveen sold 7,445 First United shares in Q1 2026, an estimated $277K.
  • First United made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3080 holding.
  • Nuveen first reported a position in First United in Q2 2020 and has held it in 8 quarters since.
  • Nuveen's First United position peaked at $500K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.