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Basswood Capital Management’s First United FUNC Stock Holding History

Basswood Capital Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-150,364
Closed -$4.51M – 121
2025
Q1 		$4.51M Hold
150,364
– – 0.25% 83
2024
Q4 		$5.07M Sell
150,364
-3,176
-2% -$106K 0.3% 73
2024
Q3 		$4.58M Sell
153,540
-1,945
-1% -$52.3K 0.24% 78
2024
Q2 		$3.18M Sell
155,485
-613
-0.4% -$13.1K 0.21% 75
2024
Q1 		$3.58M Hold
156,098
– – 0.21% 79
2023
Q4 		$3.67M Sell
156,098
-28,425
-15% -$529K 0.24% 79
2023
Q3 		$2.99M Sell
184,523
-46,256
-20% -$749K 0.23% 79
2023
Q2 		$3.29M Sell
230,779
-13,739
-6% -$203K 0.24% 77
2023
Q1 		$4.12M Hold
244,518
– – 0.29% 80
2022
Q4 		$4.8M Sell
244,518
-23,080
-9% -$432K 0.36% 76
2022
Q3 		$4.43M Buy
267,598
+31,200
+13% +$557K 0.32% 73
2022
Q2 		$4.43M Buy
236,398
+554
+0.2% +$11.6K 0.28% 74
2022
Q1 		$5.31M Buy
235,844
+56,252
+31% +$1.21M 0.25% 74
2021
Q4 		$3.37M Buy
179,592
+54,946
+44% +$1.05M 0.15% 88
2021
Q3 		$2.32M Sell
124,646
-2,513
-2% -$44.6K 0.09% 104
2021
Q2 		$2.22M Buy
+127,159
New +$2.29M 0.09% 98
2019
Q3 		– Sell
-23,854
Closed -$470K – 116
2019
Q2 		$470K Buy
+23,854
New +$440K 0.03% 122
2019
Q1 		– Sell
-87,713
Closed -$1.4M – 129
2018
Q4 		$1.4M Buy
87,713
+84,058
+2,300% +$1.51M 0.08% 111
2018
Q3 		$69K Buy
+3,655
New +$71.2K ﹤0.01% 129
2018
Q2 		– Sell
-213,354
Closed -$4.1M – 149
2018
Q1 		$4.1M Buy
213,354
+142,355
+201% +$2.56M 0.18% 112
2017
Q4 		$1.24M Buy
+70,999
New +$1.23M 0.06% 136

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Basswood Capital Management's FUNC Position: Q2 2025 in Review

Basswood Capital Management sold out of First United (FUNC) in Q2 2025, closing a stake of 150,364 shares — an estimated $4.51M sold.

Basswood Capital Management first reported a position in FUNC in Q4 2017 and held it in 21 quarters. The position peaked at $5.31M in Q1 2022. 65 funds tracked by Wall St. Rank hold FUNC as of Q2 2025.

  • Basswood Capital Management reported no remaining First United position as of Q2 2025 after selling out during the quarter.
  • Basswood Capital Management sold 150,364 First United shares in Q2 2025, an estimated $4.51M.
  • Basswood Capital Management first reported a position in First United in Q4 2017 and held it in 21 quarters.
  • Basswood Capital Management's First United position peaked at $5.31M in Q1 2022.
  • 65 funds tracked by Wall St. Rank held First United as of Q2 2025.

Based on Basswood Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.