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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s FUNC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its First United (FUNC) stake by 19% in Q1 2026, selling an estimated $51K and leaving 5,742 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Wealthspire Advisors (New York) first reported a position in FUNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $266K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,742 shares of First United worth $210K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,371 First United shares in Q1 2026, an estimated $51K.
  • First United made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #846 holding.
  • Wealthspire Advisors (New York) first reported a position in First United in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s First United position peaked at $266K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.