RITHOLTZ WEALTH MANAGEMENT FUNC — FIRST UTD CORP

Ownership history in RITHOLTZ WEALTH MANAGEMENT  ·  8 quarters on record

AI Ownership Summary

RITHOLTZ WEALTH MANAGEMENT reported FIRST UTD CORP (FUNC) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. 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.

What this FUNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RITHOLTZ WEALTH MANAGEMENT's position in FIRST UTD 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 Q1

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

High-water mark
Peak Conviction
0.02% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

FUNC stock page RITHOLTZ WEALTH MANAGEMENT fund profile RITHOLTZ WEALTH MANAGEMENT full holdings
How RITHOLTZ WEALTH MANAGEMENT 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,907 -197 -2.8% 0.00% $253K 2026-04-20 $37.48
2025 Q4 REDUCED 15.8% -1.5% ✅ 7,104 -1,330 -15.8% 0.00% $266K 2026-01-23 $36.52
2025 Q3 REDUCED 15.8% +4.1% ❌ 8,434 -1,577 -15.8% 0.01% $310K 2025-10-28 $35.53
2025 Q2 REDUCED 36.2% +19.2% ❌ 10,011 -5,686 -36.2% 0.01% $310K 2025-07-28 $33.58
2025 Q1 REDUCED 24.5% +4.1% ❌ 15,697 -5,089 -24.5% 0.01% $471K 2025-04-17 $27.24
2024 Q4 ADDED — — — 20,786 +5,374 +34.9% 0.02% $701K 2025-01-15 $31.51
2024 Q3 ADDED — — — 15,412 +5,064 +48.9% 0.01% $460K 2024-10-10 $28.47
2024 Q1 INITIATED — — — 10,348 — — 0.01% $237K 2024-04-24 $20.96

🏢 Other funds also holding FUNC

As of 2026 Q1 — sorted by position size

Daytona Street Capital LLC 1.07% SummerHaven Investment Management, LLC 3Y 0.5% AdvisorNet Financial, Inc 3Y 7Y 0.0% Wealthspire Advisors, LLC 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% HSBC HOLDINGS PLC 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About RITHOLTZ WEALTH MANAGEMENT and FUNC

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

How long has RITHOLTZ WEALTH MANAGEMENT reported owning FUNC?

RITHOLTZ WEALTH MANAGEMENT reported FUNC across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FUNC position in RITHOLTZ WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for FUNC was 0.02% in 2024 Q4.

What is the latest reported FUNC position on this page?

The most recent filing on this page is 2026 Q1, when RITHOLTZ WEALTH MANAGEMENT reported 6,907 shares, equal to 0.00% of portfolio, with an estimated market value of $253K.

What does the chart on this FUNC ownership page compare?

The chart compares RITHOLTZ WEALTH MANAGEMENT'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 RITHOLTZ WEALTH MANAGEMENT time their FUNC position?

Based on 13F filing dates vs. subsequent FUNC price moves, RITHOLTZ WEALTH MANAGEMENT correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on FUNC relative to SPY over the holding period was +11.7%.

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