UBS AM’s First United FUNC Stock Holding History

UBS AM’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	$1.32K	Hold	30	–	–	﹤0.01%	3592
2026 Q1	$1.1K	Buy	+30	New	+$1.11K	﹤0.01%	3671

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

UBS AM's FUNC Position: Q2 2026 in Review

UBS AM held its First United (FUNC) position steady in Q2 2026 at 30 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

UBS AM first reported a position in FUNC in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

UBS AM held 30 shares of First United worth $1.32K as of Q2 2026.
UBS AM left its First United share count unchanged in Q2 2026.
First United made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3592 holding.
UBS AM first reported a position in First United in Q1 2026 and has held it in 2 quarters since.
91 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.