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Rothschild Investment LLC’s First United FUNC Stock Holding History

Rothschild Investment LLC’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 		$309 Buy
7
+2
+40% +$78 ﹤0.01% 3364
2026
Q1 		$183 Buy
5
+3
+150% +$111 ﹤0.01% 3321
2025
Q4 		$75 Buy
+2
New +$74 ﹤0.01% 3240

Other funds holding FUNC

DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Rothschild Investment LLC's FUNC Position: Q2 2026 in Review

Rothschild Investment LLC increased its First United (FUNC) stake by 40% in Q2 2026, buying an estimated $78 and bringing the position to 7 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #3364.

Rothschild Investment LLC first reported a position in FUNC in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of First United worth $309 as of Q2 2026.
  • Rothschild Investment LLC bought 2 First United shares in Q2 2026, an estimated $78.
  • First United made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3364 holding.
  • Rothschild Investment LLC first reported a position in First United in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.