SIM
FUNC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SummerHaven Investment Management's FUNC Position: Q1 2026 in Review

SummerHaven Investment Management reduced its First United (FUNC) stake by 11% in Q1 2026, selling an estimated $104K and leaving 22,372 shares worth $820K. The position accounts for 0.5% of the portfolio, ranked #91.

SummerHaven Investment Management first reported a position in FUNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $943K in Q4 2025. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • SummerHaven Investment Management held 22,372 shares of First United worth $820K as of Q1 2026.
  • SummerHaven Investment Management sold 2,808 First United shares in Q1 2026, an estimated $104K.
  • First United made up 0.5% of SummerHaven Investment Management's portfolio in Q1 2026, its #91 holding.
  • SummerHaven Investment Management first reported a position in First United in Q3 2025 and has held it in 3 quarters since.
  • SummerHaven Investment Management's First United position peaked at $943K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on SummerHaven Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.