RFP
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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
Q1 		$110 Buy
+3
New +$111 ﹤0.01% 3261

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

Root Financial Partners's FUNC Position: Q1 2026 in Review

Root Financial Partners opened a new position in First United (FUNC) in Q1 2026: 3 shares worth $110. The stake represents ﹤0.01% of the portfolio and ranks #3261 among its holdings.

88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Root Financial Partners held 3 shares of First United worth $110 as of Q1 2026.
  • First United was a new Root Financial Partners position in Q1 2026.
  • First United made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3261 holding.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.