Wells Fargo’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 | $83.4K | Sell |
2,277
-4,473
| -66% | -$166K | ﹤0.01% | 5198 |
|
|
2025
Q4 | $253K | Buy |
6,750
+2,134
| +46% | +$79.3K | ﹤0.01% | 4933 |
|
|
2025
Q3 | $170K | Buy |
4,616
+752
| +19% | +$26.5K | ﹤0.01% | 5018 |
|
|
2025
Q2 | $120K | Buy |
3,864
+3,328
| +621% | +$98.4K | ﹤0.01% | 5091 |
|
|
2025
Q1 | $16.1K | Buy |
536
+535
| +53,500% | +$18K | ﹤0.01% | 5769 |
|
|
2024
Q4 | $28 | Buy |
+1
| New | +$33 | ﹤0.01% | 6619 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6614 |
|
|
2024
Q2 | – | Sell |
-994
| Closed | -$21.3K | – | 6830 |
|
|
2024
Q1 | $22.8K | Buy |
994
+1
| +0.1% | +$22 | ﹤0.01% | 5546 |
|
|
2023
Q4 | $23.3K | Buy |
993
+148
| +18% | +$2.75K | ﹤0.01% | 5588 |
|
|
2023
Q3 | $13.7K | Sell |
845
-1
| -0.1% | -$16 | ﹤0.01% | 5723 |
|
|
2023
Q2 | $12.1K | Buy |
846
+2
| +0.2% | +$30 | ﹤0.01% | 5864 |
|
|
2023
Q1 | $14.2K | Hold |
844
| – | – | ﹤0.01% | 5743 |
|
|
2022
Q4 | $16.6K | Buy |
844
+1
| +0.1% | +$19 | ﹤0.01% | 5348 |
|
|
2022
Q3 | $14K | Buy |
843
+125
| +17% | +$2.23K | ﹤0.01% | 5545 |
|
|
2022
Q2 | $13K | Buy |
718
+180
| +33% | +$3.78K | ﹤0.01% | 5638 |
|
|
2022
Q1 | $12K | Buy |
538
+2
| +0.4% | +$43 | ﹤0.01% | 6199 |
|
|
2021
Q4 | $10K | Sell |
536
-2
| -0.4% | -$38 | ﹤0.01% | 6525 |
|
|
2021
Q3 | $10K | Sell |
538
-4
| -0.7% | -$71 | ﹤0.01% | 6199 |
|
|
2021
Q2 | $10K | Sell |
542
-2,326
| -81% | -$41.9K | ﹤0.01% | 6138 |
|
|
2021
Q1 | $51K | Sell |
2,868
-8,817
| -75% | -$154K | ﹤0.01% | 5803 |
|
|
2020
Q4 | $181K | Sell |
11,685
-414
| -3% | -$5.96K | ﹤0.01% | 5123 |
|
|
2020
Q3 | $142K | Sell |
12,099
-1,195
| -9% | -$13.6K | ﹤0.01% | 5118 |
|
|
2020
Q2 | $177K | Sell |
13,294
-1,127
| -8% | -$16K | ﹤0.01% | 4971 |
|
|
2020
Q1 | $206K | Buy |
14,421
+992
| +7% | +$20.9K | ﹤0.01% | 4666 |
|
|
2019
Q4 | $323K | Sell |
13,429
-138
| -1% | -$3.27K | ﹤0.01% | 4687 |
|
|
2019
Q3 | $299K | Sell |
13,567
-1,472
| -10% | -$31K | ﹤0.01% | 4726 |
|
|
2019
Q2 | $297K | Sell |
15,039
-2,423
| -14% | -$44.7K | ﹤0.01% | 4738 |
|
|
2019
Q1 | $301K | Buy |
17,462
+1,077
| +7% | +$18.4K | ﹤0.01% | 4620 |
|
|
2018
Q4 | $261K | Buy |
16,385
+2,098
| +15% | +$37.6K | ﹤0.01% | 4757 |
|
|
2018
Q3 | $269K | Buy |
14,287
+5,935
| +71% | +$116K | ﹤0.01% | 4845 |
|
|
2018
Q2 | $171K | Buy |
8,352
+8,202
| +5,468% | +$168K | ﹤0.01% | 5115 |
|
|
2018
Q1 | $3K | Sell |
150
-201
| -57% | -$3.61K | ﹤0.01% | 6139 |
|
|
2017
Q4 | $6K | Sell |
351
-95
| -21% | -$1.64K | ﹤0.01% | 6017 |
|
|
2017
Q3 | $7K | Buy |
+446
| New | +$6.8K | ﹤0.01% | 5945 |
|
|
2015
Q3 | – | Sell |
-23,050
| Closed | -$191K | – | 6280 |
|
|
2015
Q2 | $200K | Sell |
23,050
-3,693
| -14% | -$32.4K | ﹤0.01% | 4612 |
|
|
2015
Q1 | $244K | Buy |
26,743
+26,742
| +2,674,200% | +$235K | ﹤0.01% | 4333 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6276 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6221 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6166 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5937 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5797 |
|
|
2013
Q3 | $0 | Buy |
+1
| New | +$8 | ﹤0.01% | 5712 |
|
Other funds holding FUNC
VCM
GJL
DLP
HCM
Wells Fargo's FUNC Position: Q1 2026 in Review
Wells Fargo reduced its First United (FUNC) stake by 66% in Q1 2026, selling an estimated $166K and leaving 2,277 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5198.
Wells Fargo first reported a position in FUNC in Q3 2013 and has held it in 41 quarters since. The position peaked at $323K in Q4 2019. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.
- Wells Fargo held 2,277 shares of First United worth $83.4K as of Q1 2026.
- Wells Fargo sold 4,473 First United shares in Q1 2026, an estimated $166K.
- First United made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5198 holding.
- Wells Fargo first reported a position in First United in Q3 2013 and has held it in 41 quarters since.
- Wells Fargo's First United position peaked at $323K in Q4 2019.
- 88 funds tracked by Wall St. Rank held First United as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.