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SummerHaven Investment Management’s First United FUNC Stock Holding History

SummerHaven Investment Management’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
2026
Q2 		$987K Hold
22,372
– – 0.53% 79
2026
Q1 		$820K Sell
22,372
-2,808
-11% -$104K 0.5% 91
2025
Q4 		$943K Hold
25,180
– – 0.54% 64
2025
Q3 		$926K Buy
+25,180
New +$887K 0.54% 63

Other funds holding FUNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

SummerHaven Investment Management's FUNC Position: Q2 2026 in Review

SummerHaven Investment Management held its First United (FUNC) position steady in Q2 2026 at 22,372 shares worth $987K. The position accounts for 0.53% of the portfolio, ranked #79.

SummerHaven Investment Management first reported a position in FUNC in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • SummerHaven Investment Management held 22,372 shares of First United worth $987K as of Q2 2026.
  • SummerHaven Investment Management left its First United share count unchanged in Q2 2026.
  • First United made up 0.53% of SummerHaven Investment Management's portfolio in Q2 2026, its #79 holding.
  • SummerHaven Investment Management first reported a position in First United in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.