Raymond James Financial
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Raymond James Financial’s First United FUNC Stock Holding History

Raymond James 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
Q3 		– Sell
-643
Closed -$19.9K – 5623
2025
Q2 		$19.9K Buy
+643
New +$19K ﹤0.01% 5599

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

Raymond James Financial's FUNC Position: Q3 2025 in Review

Raymond James Financial sold out of First United (FUNC) in Q3 2025, closing a stake of 643 shares — an estimated $19.9K sold.

Raymond James Financial first reported a position in FUNC in Q2 2025 and held it in 1 quarter. The position peaked at $19.9K in Q2 2025. 78 funds tracked by Wall St. Rank hold FUNC as of Q3 2025.

  • Raymond James Financial reported no remaining First United position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 643 First United shares in Q3 2025, an estimated $19.9K.
  • Raymond James Financial first reported a position in First United in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's First United position peaked at $19.9K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held First United as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.