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Trail Ridge Investment Advisors’s First United FUNC Stock Holding History

Trail Ridge Investment Advisors’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 		$218K Buy
+4,948
New +$193K 0.09% 89

Other funds holding FUNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Trail Ridge Investment Advisors's FUNC Position: Q2 2026 in Review

Trail Ridge Investment Advisors opened a new position in First United (FUNC) in Q2 2026: 4,948 shares worth $218K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings.

90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Trail Ridge Investment Advisors held 4,948 shares of First United worth $218K as of Q2 2026.
  • First United was a new Trail Ridge Investment Advisors position in Q2 2026.
  • First United made up 0.09% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.