Root Financial Partners’s First United FUNC Stock Holding History

Root Financial Partners’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	-3	Closed	-$110	–	1463
2026 Q1	$110	Buy	+3	New	+$111	﹤0.01%	3261

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

Root Financial Partners's FUNC Position: Q2 2026 in Review

Root Financial Partners sold out of First United (FUNC) in Q2 2026, closing a stake of 3 shares — an estimated $110 sold.

Root Financial Partners first reported a position in FUNC in Q1 2026 and held it in 1 quarter. The position peaked at $110 in Q1 2026. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

Root Financial Partners reported no remaining First United position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3 First United shares in Q2 2026, an estimated $110.
Root Financial Partners first reported a position in First United in Q1 2026 and held it in 1 quarter.
Root Financial Partners's First United position peaked at $110 in Q1 2026.
89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.