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Hillsdale Investment Management’s First United FUNC Stock Holding History

Hillsdale Investment 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
Q3 		– Sell
-52,480
Closed -$1.63M – 678
2025
Q2 		$1.63M Buy
52,480
+52,300
+29,056% +$1.55M 0.06% 293
2025
Q1 		$5.4K Buy
+180
New +$6.07K ﹤0.01% 569
2024
Q2 		– Sell
-4,836
Closed -$111K – 621
2024
Q1 		$111K Buy
+4,836
New +$108K 0.01% 424
2020
Q4 		– Sell
-1,100
Closed -$13K – 619
2020
Q3 		$13K Hold
1,100
– – ﹤0.01% 480
2020
Q2 		$15K Hold
1,100
– – ﹤0.01% 473
2020
Q1 		$16K Buy
+1,100
New +$23.2K ﹤0.01% 483

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hillsdale Investment Management's FUNC Position: Q3 2025 in Review

Hillsdale Investment Management sold out of First United (FUNC) in Q3 2025, closing a stake of 52,480 shares — an estimated $1.63M sold.

Hillsdale Investment Management first reported a position in FUNC in Q1 2020 and held it in 6 quarters. The position peaked at $1.63M in Q2 2025. 78 funds tracked by Wall St. Rank hold FUNC as of Q3 2025.

  • Hillsdale Investment Management reported no remaining First United position as of Q3 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 52,480 First United shares in Q3 2025, an estimated $1.63M.
  • Hillsdale Investment Management first reported a position in First United in Q1 2020 and held it in 6 quarters.
  • Hillsdale Investment Management's First United position peaked at $1.63M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held First United as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.