Whittier Trust’s First United FUNC Stock Holding History

Whittier Trust’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	–	Sell	-375	Closed	-$14K	–	1380
2025 Q4	$14K	Sell	375 -17	-4%	-$632	﹤0.01%	1084
2025 Q3	$14.2K	Buy	+392	New	+$13.8K	﹤0.01%	1066

Other funds holding FUNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Whittier Trust's FUNC Position: Q1 2026 in Review

Whittier Trust sold out of First United (FUNC) in Q1 2026, closing a stake of 375 shares — an estimated $14K sold.

Whittier Trust first reported a position in FUNC in Q3 2025 and held it in 2 quarters. The position peaked at $14.2K in Q3 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

Whittier Trust reported no remaining First United position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 375 First United shares in Q1 2026, an estimated $14K.
Whittier Trust first reported a position in First United in Q3 2025 and held it in 2 quarters.
Whittier Trust's First United position peaked at $14.2K in Q3 2025.
88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.