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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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fourthstone LLC's FUNC Position: Q1 2026 in Review

Fourthstone LLC sold out of First United (FUNC) in Q1 2026, closing a stake of 37,500 shares — an estimated $1.4M sold.

Fourthstone LLC first reported a position in FUNC in Q4 2019 and held it in 10 quarters. The position peaked at $13.2M in Q3 2024. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • Fourthstone LLC reported no remaining First United position as of Q1 2026 after selling out during the quarter.
  • Fourthstone LLC sold 37,500 First United shares in Q1 2026, an estimated $1.4M.
  • Fourthstone LLC first reported a position in First United in Q4 2019 and held it in 10 quarters.
  • Fourthstone LLC's First United position peaked at $13.2M in Q3 2024.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on Fourthstone LLC's 13F filing for Q1 2026, filed 15 May 2026.