Rockefeller Capital Management’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
Q2
$1.32K Hold
30
– – ﹤0.01% 4503
2026
Q1
$1.1K Buy
+30
New +$1.11K ﹤0.01% 4476

Other funds holding FUNC

Rockefeller Capital Management's FUNC Position: Q2 2026 in Review

Rockefeller Capital Management held its First United (FUNC) position steady in Q2 2026 at 30 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #4503.

Rockefeller Capital Management first reported a position in FUNC in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Rockefeller Capital Management held 30 shares of First United worth $1.32K as of Q2 2026.
  • Rockefeller Capital Management left its First United share count unchanged in Q2 2026.
  • First United made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4503 holding.
  • Rockefeller Capital Management first reported a position in First United in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.