UBS Group’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $90.2K | Buy |
2,463
+446
| +22% | +$16.6K | ﹤0.01% | 7050 |
|
|
2025
Q4 | $75.5K | Sell |
2,017
-2,176
| -52% | -$80.9K | ﹤0.01% | 7035 |
|
|
2025
Q3 | $154K | Sell |
4,193
-352
| -8% | -$12.4K | ﹤0.01% | 6821 |
|
|
2025
Q2 | $141K | Sell |
4,545
-3,714
| -45% | -$110K | ﹤0.01% | 6967 |
|
|
2025
Q1 | $248K | Buy |
8,259
+8,197
| +13,221% | +$276K | ﹤0.01% | 6390 |
|
|
2024
Q4 | $2.09K | Sell |
62
-336
| -84% | -$11.2K | ﹤0.01% | 9114 |
|
|
2024
Q3 | $11.9K | Sell |
398
-209
| -34% | -$5.62K | ﹤0.01% | 7660 |
|
|
2024
Q2 | $12.4K | Buy |
607
+188
| +45% | +$4.03K | ﹤0.01% | 7603 |
|
|
2024
Q1 | $9.6K | Buy |
419
+209
| +100% | +$4.67K | ﹤0.01% | 7273 |
|
|
2023
Q4 | $4.94K | Buy |
+210
| New | +$3.91K | ﹤0.01% | 7811 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$14 | – | 9631 |
|
|
2023
Q2 | $14 | Sell |
1
-1,165
| -100% | -$17.2K | ﹤0.01% | 8714 |
|
|
2023
Q1 | $19.7K | Buy |
+1,166
| New | +$22.1K | ﹤0.01% | 7094 |
|
|
2022
Q4 | – | Sell |
-130
| Closed | -$2K | – | 10855 |
|
|
2022
Q3 | $2K | Buy |
130
+52
| +67% | +$928 | ﹤0.01% | 9723 |
|
|
2022
Q2 | $1K | Buy |
+78
| New | +$1.64K | ﹤0.01% | 9866 |
|
|
2022
Q1 | – | Sell |
-484
| Closed | -$9K | – | 10465 |
|
|
2021
Q4 | $9K | Sell |
484
-1,125
| -70% | -$21.5K | ﹤0.01% | 8901 |
|
|
2021
Q3 | $30K | Sell |
1,609
-60
| -4% | -$1.06K | ﹤0.01% | 6749 |
|
|
2021
Q2 | $29K | Sell |
1,669
-433
| -21% | -$7.8K | ﹤0.01% | 6971 |
|
|
2021
Q1 | $37K | Sell |
2,102
-251
| -11% | -$4.4K | ﹤0.01% | 6824 |
|
|
2020
Q4 | $36K | Buy |
2,353
+279
| +13% | +$4.01K | ﹤0.01% | 6478 |
|
|
2020
Q3 | $24K | Sell |
2,074
-505
| -20% | -$5.75K | ﹤0.01% | 6162 |
|
|
2020
Q2 | $34K | Buy |
2,579
+1,606
| +165% | +$22.8K | ﹤0.01% | 6185 |
|
|
2020
Q1 | $14K | Buy |
973
+286
| +42% | +$6.03K | ﹤0.01% | 6719 |
|
|
2019
Q4 | $17K | Buy |
687
+480
| +232% | +$11.4K | ﹤0.01% | 6987 |
|
|
2019
Q3 | $5K | Sell |
207
-356
| -63% | -$7.5K | ﹤0.01% | 7468 |
|
|
2019
Q2 | $11K | Sell |
563
-953
| -63% | -$17.6K | ﹤0.01% | 7011 |
|
|
2019
Q1 | $26K | Sell |
1,516
-2,997
| -66% | -$51.1K | ﹤0.01% | 6061 |
|
|
2018
Q4 | $72K | Buy |
4,513
+1,775
| +65% | +$31.8K | ﹤0.01% | 5811 |
|
|
2018
Q3 | $51K | Buy |
2,738
+1,936
| +241% | +$37.7K | ﹤0.01% | 6143 |
|
|
2018
Q2 | $16K | Buy |
802
+679
| +552% | +$13.9K | ﹤0.01% | 6845 |
|
|
2018
Q1 | $2K | Buy |
+123
| New | +$2.21K | ﹤0.01% | 7528 |
|
|
2017
Q3 | – | Sell |
-1,118
| Closed | -$17K | – | 7818 |
|
|
2017
Q2 | $17K | Hold |
1,118
| – | – | ﹤0.01% | 6410 |
|
|
2017
Q1 | $16K | Sell |
1,118
-602
| -35% | -$8.66K | ﹤0.01% | 6306 |
|
|
2016
Q4 | $27K | Buy |
1,720
+1,343
| +356% | +$17.3K | ﹤0.01% | 6310 |
|
|
2016
Q3 | $5K | Sell |
377
-2,202
| -85% | -$22.7K | ﹤0.01% | 7122 |
|
|
2016
Q2 | $25K | Buy |
2,579
+541
| +27% | +$5.76K | ﹤0.01% | 6109 |
|
|
2016
Q1 | $22K | Buy |
+2,038
| New | +$21.1K | ﹤0.01% | 6127 |
|
|
2015
Q4 | – | Sell |
-1,458
| Closed | -$12K | – | 8425 |
|
|
2015
Q3 | $12K | Sell |
1,458
-989
| -40% | -$8.2K | ﹤0.01% | 7145 |
|
|
2015
Q2 | $21K | Buy |
2,447
+1,928
| +371% | +$16.9K | ﹤0.01% | 6825 |
|
|
2015
Q1 | $5K | Buy |
519
+47
| +10% | +$414 | ﹤0.01% | 8100 |
|
|
2014
Q4 | $4K | Buy |
+472
| New | +$3.99K | ﹤0.01% | 9103 |
|
Other funds holding FUNC
VCM
GJL
DLP
HCM
UBS Group's FUNC Position: Q1 2026 in Review
UBS Group increased its First United (FUNC) stake by 22% in Q1 2026, buying an estimated $16.6K and bringing the position to 2,463 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7050.
UBS Group first reported a position in FUNC in Q4 2014 and has held it in 40 quarters since. The position peaked at $248K in Q1 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.
- UBS Group held 2,463 shares of First United worth $90.2K as of Q1 2026.
- UBS Group bought 446 First United shares in Q1 2026, an estimated $16.6K.
- First United made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7050 holding.
- UBS Group first reported a position in First United in Q4 2014 and has held it in 40 quarters since.
- UBS Group's First United position peaked at $248K in Q1 2025.
- 88 funds tracked by Wall St. Rank held First United as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.