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Wealthspire Advisors (New York)’s First United FUNC Stock Holding History

Wealthspire Advisors (New York)’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 		$253K Hold
5,742
– – ﹤0.01% 1057
2026
Q1 		$210K Sell
5,742
-1,371
-19% -$51K ﹤0.01% 846
2025
Q4 		$266K Buy
7,113
+4,113
+137% +$153K ﹤0.01% 856
2025
Q3 		$110K Buy
+3,000
New +$106K ﹤0.01% 984

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

Wealthspire Advisors (New York)'s FUNC Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its First United (FUNC) position steady in Q2 2026 at 5,742 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Wealthspire Advisors (New York) first reported a position in FUNC in Q3 2025 and has held it in 4 quarters since. The position peaked at $266K in Q4 2025. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,742 shares of First United worth $253K as of Q2 2026.
  • Wealthspire Advisors (New York) left its First United share count unchanged in Q2 2026.
  • First United made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1057 holding.
  • Wealthspire Advisors (New York) first reported a position in First United in Q3 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s First United position peaked at $266K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.