Russell Investments Group, Ltd. FUNC First United Corp

Ownership history in Russell Investments Group, Ltd.  ·  16 quarters on record

AI Ownership Summary

Russell Investments Group, Ltd. reported First United Corp (FUNC) in 16 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows FUNC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Russell Investments Group, Ltd.'s position in First United Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FUNC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Russell Investments Group, Ltd. held FUNC — position size vs. price
% of Fund (quarterly)    FUNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 3,575 +2,871 +407.8% 0.00% $158K 2026-08-06 $45.30
2026 Q1 REDUCED 704 -28 -3.8% 0.00% $26K 2026-05-08 $38.08
2025 Q4 ADDED 732 +233 +46.7% 0.00% $27K 2026-02-17 $37.20
2025 Q3 REDUCED 96.7% +4.1% 499 -14,756 -96.7% 0.00% $18K 2025-11-13 $35.65
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Russell Investments Group, Ltd. and FUNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Russell Investments Group, Ltd. reported owning FUNC?

Russell Investments Group, Ltd. reported FUNC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported FUNC position in Russell Investments Group, Ltd.'s portfolio?

The largest reported portfolio weight for FUNC was 0.00% in 2026 Q2.

What is the latest reported FUNC position on this page?

The most recent filing on this page is 2026 Q2, when Russell Investments Group, Ltd. reported 3,575 shares, equal to 0.00% of portfolio, with an estimated market value of $158K.

What does the chart on this FUNC ownership page compare?

The chart compares Russell Investments Group, Ltd.'s quarterly FUNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Russell Investments Group, Ltd. time their FUNC position?

Based on 13F filing dates vs. subsequent FUNC price moves, Russell Investments Group, Ltd. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on FUNC relative to SPY over the holding period was +1.5%.

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