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Fourthstone LLC’s First United FUNC Stock Holding History

Fourthstone LLC’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
2026
Q1 		– Sell
-37,500
Closed -$1.4M – 67
2025
Q4 		$1.4M Sell
37,500
-97,866
-72% -$3.64M 0.26% 45
2025
Q3 		$4.98M Buy
135,366
+39,749
+42% +$1.4M 0.89% 34
2025
Q2 		$2.97M Buy
+95,617
New +$2.83M 0.58% 46
2025
Q1 		– Sell
-278,788
Closed -$9.4M – 81
2024
Q4 		$9.4M Sell
278,788
-162,355
-37% -$5.4M 1.84% 17
2024
Q3 		$13.2M Buy
441,143
+101,915
+30% +$2.74M 2.93% 11
2024
Q2 		$6.93M Buy
339,228
+119,176
+54% +$2.56M 2.21% 16
2024
Q1 		$5.04M Buy
220,052
+63,679
+41% +$1.42M 1.64% 20
2023
Q4 		$3.68M Buy
156,373
+62,523
+67% +$1.16M 0.74% 34
2023
Q3 		$1.52M Buy
+93,850
New +$1.52M 0.35% 54
2020
Q1 		– Sell
-69,489
Closed -$1.67M – 57
2019
Q4 		$1.67M Buy
+69,489
New +$1.65M 1.56% 18

Other funds holding FUNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return