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First united corporation shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of First united corporation (FUNC) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in First united corporation

Tip: Access up to 7 years of quarterly data

All positions including First united corporation held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First united corporation by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 8.4k 36.77
2025-06-30 $311k 10k 31.01
2025-03-31 $471k 16k 30.02
2024-12-31 $701k 21k 33.71
2024-09-30 $460k 15k 29.84
2024-03-31 $237k 10k 22.91

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding First united corporation

Dimensional Fund Advisors
BlackRock
Vanguard Group
Jeffrey L. Gendell
De Lisle Partners
Geode Capital Management
Fourthstone
Huber Capital Management
Renaissance Technologies
American Century Companies
Arrowstreet Capital, Limited Partnership
Acadian Asset Management
State Street Corporation
Bridgeway Capital Management
Northern Trust

View all funds holding First united corporation