CCM
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Coldstream Capital Management’s First United FUNC Stock Holding History

Coldstream 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
-110
Closed -$3.3K – 1937
2025
Q1 		$3.3K Buy
+110
New +$3.71K ﹤0.01% 2849

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

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

Coldstream Capital Management sold out of First United (FUNC) in Q2 2025, closing a stake of 110 shares — an estimated $3.3K sold.

Coldstream Capital Management first reported a position in FUNC in Q1 2025 and held it in 1 quarter. The position peaked at $3.3K in Q1 2025. 65 funds tracked by Wall St. Rank hold FUNC as of Q2 2025.

  • Coldstream Capital Management reported no remaining First United position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 110 First United shares in Q2 2025, an estimated $3.3K.
  • Coldstream Capital Management first reported a position in First United in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First United position peaked at $3.3K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held First United as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.