True Wealth Design’s First United FUNC Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-1	Closed	-$37	–	2655
2025 Q3	$37	Buy	+1	New	+$35	﹤0.01%	2607

Other funds holding FUNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

True Wealth Design's FUNC Position: Q4 2025 in Review

True Wealth Design sold out of First United (FUNC) in Q4 2025, closing a stake of 1 share — an estimated $37 sold.

True Wealth Design first reported a position in FUNC in Q3 2025 and held it in 1 quarter. The position peaked at $37 in Q3 2025. 86 funds tracked by Wall St. Rank hold FUNC as of Q4 2025.

True Wealth Design reported no remaining First United position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 First United share in Q4 2025, an estimated $37.
True Wealth Design first reported a position in First United in Q3 2025 and held it in 1 quarter.
True Wealth Design's First United position peaked at $37 in Q3 2025.
86 funds tracked by Wall St. Rank held First United as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.