Mackenzie Financial’s First United FUNC Stock Holding History

Mackenzie Financial’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	-7,860	Closed	-$236K	–	1750
2025 Q1	$236K	Buy	+7,860	New	+$265K	﹤0.01%	1461

Other funds holding FUNC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Mackenzie Financial's FUNC Position: Q2 2025 in Review

Mackenzie Financial sold out of First United (FUNC) in Q2 2025, closing a stake of 7,860 shares — an estimated $236K sold.

Mackenzie Financial first reported a position in FUNC in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 65 funds tracked by Wall St. Rank hold FUNC as of Q2 2025.

Mackenzie Financial reported no remaining First United position as of Q2 2025 after selling out during the quarter.
Mackenzie Financial sold 7,860 First United shares in Q2 2025, an estimated $236K.
Mackenzie Financial first reported a position in First United in Q1 2025 and held it in 1 quarter.
Mackenzie Financial's First United position peaked at $236K in Q1 2025.
65 funds tracked by Wall St. Rank held First United as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.