Ritholtz Wealth Management’s First United FUNC Stock Holding History

Ritholtz Wealth 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	$256K	Sell	5,813 -1,094	-16%	-$42.7K	﹤0.01%	1129
2026 Q1	$253K	Sell	6,907 -197	-3%	-$7.32K	﹤0.01%	1051
2025 Q4	$266K	Sell	7,104 -1,330	-16%	-$49.4K	﹤0.01%	955
2025 Q3	$310K	Sell	8,434 -1,577	-16%	-$55.5K	0.01%	826
2025 Q2	$310K	Sell	10,011 -5,686	-36%	-$168K	0.01%	781
2025 Q1	$471K	Sell	15,697 -5,089	-24%	-$172K	0.01%	608
2024 Q4	$701K	Buy	20,786 +5,374	+35%	+$179K	0.02%	471
2024 Q3	$460K	Buy	+15,412	New	+$415K	0.01%	585
2024 Q2	–	Sell	-10,348	Closed	-$237K	–	838
2024 Q1	$237K	Buy	+10,348	New	+$231K	0.01%	702

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

Ritholtz Wealth Management's FUNC Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its First United (FUNC) stake by 16% in Q2 2026, selling an estimated $42.7K and leaving 5,813 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Ritholtz Wealth Management first reported a position in FUNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $701K in Q4 2024. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

Ritholtz Wealth Management held 5,813 shares of First United worth $256K as of Q2 2026.
Ritholtz Wealth Management sold 1,094 First United shares in Q2 2026, an estimated $42.7K.
First United made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1129 holding.
Ritholtz Wealth Management first reported a position in First United in Q1 2024 and has held it in 9 quarters since.
Ritholtz Wealth Management's First United position peaked at $701K in Q4 2024.
90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.