Jain Global’s First United FUNC Stock Holding History

Jain Global’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	-6,676	Closed	-$200K	–	1342
2025 Q1	$200K	Buy	+6,676	New	+$225K	﹤0.01%	868

Other funds holding FUNC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Jain Global's FUNC Position: Q2 2025 in Review

Jain Global sold out of First United (FUNC) in Q2 2025, closing a stake of 6,676 shares — an estimated $200K sold.

Jain Global first reported a position in FUNC in Q1 2025 and held it in 1 quarter. The position peaked at $200K in Q1 2025. 65 funds tracked by Wall St. Rank hold FUNC as of Q2 2025.

Jain Global reported no remaining First United position as of Q2 2025 after selling out during the quarter.
Jain Global sold 6,676 First United shares in Q2 2025, an estimated $200K.
Jain Global first reported a position in First United in Q1 2025 and held it in 1 quarter.
Jain Global's First United position peaked at $200K in Q1 2025.
65 funds tracked by Wall St. Rank held First United as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.