FUNC — FIRST UTD CORP
As of Q2 2026, 27 SEC-registered investment managers reported holding FUNC (FIRST UTD CORP) in their latest 13F filings, with a combined reported value of $52.90M across 1.21M shares. That is +11.4% by share count (+124.37K shares) versus the previous quarter, while reported value moved +34.2%. Ownership is concentrated: the five largest holders account for 73.8% of reported value and the top ten for 92.0%.
Compared with the prior quarter, 4 opened new positions, 15 added to existing stakes, 6 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
FUNC is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 456.25K | $20.13M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 343.29K | $12.85M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 151.70K | $6.69M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 111.19K | $4.90M | 0.01% | Add |
| Arrowstreet Capital history | Q2 2026 | 101.77K | $4.49M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 64.43K | $2.84M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 62.89K | $2.77M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 52.96K | $2.34M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 47.82K | $2.11M | 0.00% | Add |
| Marshall Wace history | Q2 2026 | 29.24K | $1.29M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 25.58K | $1.13M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 19.93K | $879.02K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 17.65K | $778.59K | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 8.12K | $358.39K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 7.68K | $338.57K | 0.00% | New |
| Millennium Management history | Q2 2026 | 6.95K | $306.61K | 0.00% | Reduce |
| Invesco Ltd history | Q3 2025 | 8.11K | $298.02K | 0.00% | Reduce |
| Lazard Asset Management history | Q2 2026 | 5.59K | $246.79K | 0.00% | New |
| CPP Investments history | Q2 2026 | 5.40K | $238.19K | 0.00% | New |
| Deutsche Bank AG history | Q2 2026 | 5.35K | $235.99K | 0.00% | Add |
New Positions (Q2 2026)
- AQR Capital Management 7.68K sh · $338.57K
- Lazard Asset Management 5.59K sh · $246.79K
- CPP Investments 5.40K sh · $238.19K
- JPMorgan Chase & Co 2.87K sh · $128.95K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 81.17K | 97.52K | 86.60K | 330.57K | 347.17K | 387.02K | 390.91K | 456.25K |
| Geode Capital Management | 47.81K | 47.81K | 46.37K | 47.91K | 48.18K | 48.79K | 48.79K | 49.92K | 51.96K | 54.37K | 59.44K | 63.89K | 63.97K | 63.40K | 65.91K | 139.94K | 139.41K | 139.15K | 139.57K | 151.70K |
| Renaissance Technologies | 113.50K | 105.50K | 99.19K | 87.39K | 78.50K | 76.69K | 69.36K | 61.62K | 56.20K | 67.59K | 71.92K | 82.19K | 98.59K | 99.80K | 112.89K | 122.09K | 117.59K | 108.39K | 103.59K | 111.19K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | 12.99K | 61.28K | 87.28K | 87.28K | 85.15K | 99.92K | 99.92K | 101.12K | 101.12K | 100.57K | 101.77K |
| Northern Trust Corp | 32.98K | 32.72K | 31.59K | 32.09K | 33.04K | 32.87K | 32.31K | 32.15K | 31.54K | 31.81K | 31.79K | 31.64K | 31.37K | 31.39K | 31.04K | 64.67K | 60.48K | 57.30K | 59.48K | 64.43K |
| Goldman Sachs Group | 20.22K | 20.24K | 20.11K | 20.13K | 20.18K | 20.16K | 20.08K | 20.13K | 20.12K | 22.32K | 22.22K | 18.10K | 19.75K | 38.33K | 58.72K | 32.02K | 47.87K | 47.72K | 64.26K | 62.89K |
| Morgan Stanley | 23.48K | 22.62K | 22.60K | 21.41K | 19.45K | 17.32K | 17.29K | 16.77K | 16.49K | 17.56K | 20.56K | 16.00K | 17.67K | 21.00K | 42.48K | 55.82K | 41.11K | 43.99K | 53.66K | 52.96K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 35.28K | 32.01K | 38.77K | 37.76K | 47.82K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | — | — | 7.57K | 24.15K | 64.22K | — | 20.20K | 44.05K | 28.62K | 29.24K |
| BNY Mellon | 33.88K | 34.62K | 34.22K | 34.87K | 35.31K | 13.10K | 13.10K | 13.10K | 13.10K | 13.10K | 11.76K | 11.76K | 11.76K | 15.44K | 16.25K | 29.12K | 30.65K | 27.13K | 23.99K | 25.58K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | 25.74K | 17.45K | 32.43K | 36.47K | 5.71K | 32.76K | 23.15K | 19.93K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.97K | 17.97K | 17.97K | 15.92K | 17.65K |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.45K | 8.12K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.73K | — | 7.68K |
| Millennium Management | — | — | — | 15.06K | 13.66K | — | 15.39K | 19.84K | — | — | 46.39K | 12.85K | 15.43K | 31.25K | 140.59K | 36.73K | 7.73K | — | 9.42K | 6.95K |
| Lazard Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | 1.22K | — | 9.95K | 7.55K | — | — | — | 5.59K |
| CPP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.40K | — | 5.40K |
| Deutsche Bank AG | 14 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.00K | 5.00K | 4.77K | 5.35K |
| Wells Fargo & Co | 538 | 536 | 538 | 718 | 843 | 844 | 844 | 846 | 845 | 993 | 994 | — | — | 1 | 536 | 3.86K | 4.62K | 6.75K | 2.28K | 5.10K |
| Bank of America Corp | 10.28K | 10.22K | 9.90K | 3.74K | 2.00K | 2.01K | 2.00K | 2.00K | 2.00K | 3.55K | 12.85K | 2.05K | 2.12K | 11.65K | 2.05K | 5.22K | 5.06K | 8.10K | 6.29K | 4.56K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details