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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
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
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

Ritholtz Wealth Management's FUNC Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its First United (FUNC) stake by 2.8% in Q1 2026, selling an estimated $7.32K and leaving 6,907 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Ritholtz Wealth Management first reported a position in FUNC in Q1 2024 and has held it in 8 quarters since. The position peaked at $701K in Q4 2024. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Ritholtz Wealth Management held 6,907 shares of First United worth $253K as of Q1 2026.
  • Ritholtz Wealth Management sold 197 First United shares in Q1 2026, an estimated $7.32K.
  • First United made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1051 holding.
  • Ritholtz Wealth Management first reported a position in First United in Q1 2024 and has held it in 8 quarters since.
  • Ritholtz Wealth Management's First United position peaked at $701K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.