SBI Securities’s First United FUNC Stock Holding History

SBI Securities’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 Q1	–	Sell	-10	Closed	-$337	–	4161
2024 Q4	$337	Buy	+10	New	+$332	﹤0.01%	3036

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

SBI Securities's FUNC Position: Q1 2025 in Review

SBI Securities sold out of First United (FUNC) in Q1 2025, closing a stake of 10 shares — an estimated $337 sold.

SBI Securities first reported a position in FUNC in Q4 2024 and held it in 1 quarter. The position peaked at $337 in Q4 2024. 55 funds tracked by Wall St. Rank hold FUNC as of Q1 2025.

SBI Securities reported no remaining First United position as of Q1 2025 after selling out during the quarter.
SBI Securities sold 10 First United shares in Q1 2025, an estimated $337.
SBI Securities first reported a position in First United in Q4 2024 and held it in 1 quarter.
SBI Securities's First United position peaked at $337 in Q4 2024.
55 funds tracked by Wall St. Rank held First United as of Q1 2025.

Based on SBI Securities's 13F filing for Q1 2025, filed 2 May 2025.