Jim Simons’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Sell |
103,595
-4,800
| -4% | -$178K | 0.01% | 1521 |
|
|
2025
Q4 | $4.06M | Sell |
108,395
-9,200
| -8% | -$342K | 0.01% | 1423 |
|
|
2025
Q3 | $4.32M | Sell |
117,595
-4,500
| -4% | -$158K | 0.01% | 1586 |
|
|
2025
Q2 | $3.79M | Buy |
122,095
+9,200
| +8% | +$272K | 0.01% | 1697 |
|
|
2025
Q1 | $3.39M | Buy |
112,895
+13,100
| +13% | +$442K | 0.01% | 1670 |
|
|
2024
Q4 | $3.36M | Buy |
99,795
+1,200
| +1% | +$39.9K | 0.01% | 1699 |
|
|
2024
Q3 | $2.94M | Buy |
98,595
+16,400
| +20% | +$441K | ﹤0.01% | 1769 |
|
|
2024
Q2 | $1.68M | Buy |
82,195
+10,280
| +14% | +$220K | ﹤0.01% | 1980 |
|
|
2024
Q1 | $1.65M | Buy |
71,915
+4,320
| +6% | +$96.4K | ﹤0.01% | 2154 |
|
|
2023
Q4 | $1.59M | Buy |
67,595
+11,400
| +20% | +$212K | ﹤0.01% | 2093 |
|
|
2023
Q3 | $912K | Sell |
56,195
-5,420
| -9% | -$87.8K | ﹤0.01% | 2373 |
|
|
2023
Q2 | $879K | Sell |
61,615
-7,746
| -11% | -$114K | ﹤0.01% | 2551 |
|
|
2023
Q1 | $1.17M | Sell |
69,361
-7,330
| -10% | -$139K | ﹤0.01% | 2374 |
|
|
2022
Q4 | $1.51M | Sell |
76,691
-1,804
| -2% | -$33.8K | ﹤0.01% | 2258 |
|
|
2022
Q3 | $1.3M | Sell |
78,495
-8,900
| -10% | -$159K | ﹤0.01% | 2334 |
|
|
2022
Q2 | $1.64M | Sell |
87,395
-11,793
| -12% | -$247K | ﹤0.01% | 2340 |
|
|
2022
Q1 | $2.23M | Sell |
99,188
-6,307
| -6% | -$135K | ﹤0.01% | 2158 |
|
|
2021
Q4 | $1.98M | Sell |
105,495
-8,000
| -7% | -$153K | ﹤0.01% | 2157 |
|
|
2021
Q3 | $2.11M | Sell |
113,495
-25,000
| -18% | -$444K | ﹤0.01% | 2044 |
|
|
2021
Q2 | $2.41M | Buy |
138,495
+30,784
| +29% | +$554K | ﹤0.01% | 2129 |
|
|
2021
Q1 | $1.9M | Buy |
107,711
+3,821
| +4% | +$67K | ﹤0.01% | 2262 |
|
|
2020
Q4 | $1.61M | Sell |
103,890
-7,830
| -7% | -$113K | ﹤0.01% | 2255 |
|
|
2020
Q3 | $1.31M | Sell |
111,720
-9,271
| -8% | -$106K | ﹤0.01% | 2366 |
|
|
2020
Q2 | $1.61M | Buy |
120,991
+7,490
| +7% | +$106K | ﹤0.01% | 2297 |
|
|
2020
Q1 | $1.62M | Sell |
113,501
-19,898
| -15% | -$420K | ﹤0.01% | 2165 |
|
|
2019
Q4 | $3.21M | Buy |
133,399
+61,397
| +85% | +$1.45M | ﹤0.01% | 2096 |
|
|
2019
Q3 | $1.58M | Buy |
72,002
+28,902
| +67% | +$609K | ﹤0.01% | 2400 |
|
|
2019
Q2 | $850K | Buy |
43,100
+25,061
| +139% | +$463K | ﹤0.01% | 2763 |
|
|
2019
Q1 | $311K | Buy |
+18,039
| New | +$307K | ﹤0.01% | 3080 |
|
|
2018
Q4 | – | Sell |
-21,900
| Closed | -$412K | – | 3449 |
|
|
2018
Q3 | $412K | Sell |
21,900
-10,380
| -32% | -$202K | ﹤0.01% | 2911 |
|
|
2018
Q2 | $660K | Buy |
32,280
+10,980
| +52% | +$225K | ﹤0.01% | 2750 |
|
|
2018
Q1 | $409K | Buy |
21,300
+1,800
| +9% | +$32.3K | ﹤0.01% | 2974 |
|
|
2017
Q4 | $339K | Sell |
19,500
-105
| -0.5% | -$1.81K | ﹤0.01% | 2988 |
|
|
2017
Q3 | $326K | Buy |
19,605
+2,805
| +17% | +$42.7K | ﹤0.01% | 2887 |
|
|
2017
Q2 | $250K | Sell |
16,800
-1,500
| -8% | -$21.8K | ﹤0.01% | 2946 |
|
|
2017
Q1 | $265K | Buy |
18,300
+5,400
| +42% | +$77.7K | ﹤0.01% | 2941 |
|
|
2016
Q4 | $206K | Buy |
+12,900
| New | +$166K | ﹤0.01% | 2995 |
|
Other funds holding FUNC
VCM
GJL
DLP
HCM
Jim Simons's FUNC Position: Q1 2026 in Review
Jim Simons reduced its First United (FUNC) stake by 4.4% in Q1 2026, selling an estimated $178K and leaving 103,595 shares worth $3.8M. The position accounts for 0.01% of the portfolio, ranked #1521.
Jim Simons first reported a position in FUNC in Q4 2016 and has held it in 37 quarters since. The position peaked at $4.32M in Q3 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.
- Jim Simons held 103,595 shares of First United worth $3.8M as of Q1 2026.
- Jim Simons sold 4,800 First United shares in Q1 2026, an estimated $178K.
- First United made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1521 holding.
- Jim Simons first reported a position in First United in Q4 2016 and has held it in 37 quarters since.
- Jim Simons's First United position peaked at $4.32M in Q3 2025.
- 88 funds tracked by Wall St. Rank held First United as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.