FIRST UNITED BANK & TRUST

Bank

Position in USA — Liberty All Star Equity Fund

CIK 1214183 OAKLAND, MD

Position in USA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,642

+$163 QoQ

Shares Held

627

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#216

of 228 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST UNITED BANK & TRUST holds $1,453,260 across 8 Asset Management names. USA ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	8,690	$1,022,551
2	RJF	Raymond James Financial Inc	1,785	$271,373
3	BLK	BlackRock, Inc.	105	$100,963
4	KKR	KKR & Co. Inc.	267	$24,505
5	TROW	Price T Rowe Group Inc	175	$19,895
6	BN	BROOKFIELD Corp /ON/	141	$6,005
7	DNP	Dnp Select Income Fund Inc	401	$4,326
8	USA	Liberty All Star Equity Fund This page	627	$3,642

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,642	627	0.0%	Shares	Sole	2026-07-20
2026-03-31	$3,479	627	0.0%	Shares	Sole	2026-04-21
2025-12-31	$3,937	627	0.0%	Shares	Sole	2026-01-21
2025-09-30	$3,975	627	0.0%	Shares	Sole	2025-10-27
2025-06-30	$4,269	627	0.0%	Shares	Sole	2025-07-18
2025-03-31	$4,106	627	0.0%	Shares	Sole	2025-04-15
2024-12-31	$4,357	627	0.0%	Shares	Sole	2025-01-16
2024-09-30	$4,451	627	0.0%	Shares	Sole	2024-10-15
2024-06-30	$4,263	627	0.0%	Shares	Sole	2024-08-12
2024-03-31	$4,483	627	+2.3%	Shares	Sole	2024-04-29
2023-12-31	$3,910	613	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.