Essential Partners’s First United FUNC Stock Holding History

Essential Partners’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 Q3	$299	Hold	7	–	–	﹤0.01%	2524
2026 Q2	$309	Sell	7 -4	-36%	-$156	﹤0.01%	2561
2026 Q1	$403	Sell	11 -1	-8%	-$37	﹤0.01%	2494
2025 Q4	$449	Sell	12 -3	-20%	-$111	﹤0.01%	2253
2025 Q3	$552	Buy	+15	New	+$528	﹤0.01%	2181

Other funds holding FUNC

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's FUNC Position: Q3 2026 in Review

Essential Partners held its First United (FUNC) position steady in Q3 2026 at 7 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Essential Partners first reported a position in FUNC in Q3 2025 and has held it in 5 quarters since. The position peaked at $552 in Q3 2025. 4 funds tracked by Wall St. Rank hold FUNC as of Q3 2026.

Essential Partners held 7 shares of First United worth $299 as of Q3 2026.
Essential Partners left its First United share count unchanged in Q3 2026.
First United made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2524 holding.
Essential Partners first reported a position in First United in Q3 2025 and has held it in 5 quarters since.
Essential Partners's First United position peaked at $552 in Q3 2025.
4 funds tracked by Wall St. Rank held First United as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.