EverSource Wealth Advisors’s First United FUNC Stock Holding History

EverSource Wealth Advisors’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	$264	Buy	6 +1	+20%	+$39	﹤0.01%	4218
2026 Q1	$184	Buy	5 +3	+150%	+$111	﹤0.01%	4211
2025 Q4	$75	Sell	2 -16	-89%	-$595	﹤0.01%	4140
2025 Q3	$662	Hold	18	–	–	﹤0.01%	3867
2025 Q2	$558	Buy	+18	New	+$532	﹤0.01%	3872

Other funds holding FUNC

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EverSource Wealth Advisors's FUNC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First United (FUNC) stake by 20% in Q2 2026, buying an estimated $39 and bringing the position to 6 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #4218.

EverSource Wealth Advisors first reported a position in FUNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $662 in Q3 2025. 14 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

EverSource Wealth Advisors held 6 shares of First United worth $264 as of Q2 2026.
EverSource Wealth Advisors bought 1 First United share in Q2 2026, an estimated $39.
First United made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4218 holding.
EverSource Wealth Advisors first reported a position in First United in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's First United position peaked at $662 in Q3 2025.
14 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.