FFA
FUNC icon

Farther Finance Advisors’s First United FUNC Stock Holding History

Farther Finance 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
Q3 		$599 Buy
14
+4
+40% +$177 ﹤0.01% 5714
2026
Q2 		$445 Buy
10
+1
+11% +$39 ﹤0.01% 5557
2026
Q1 		$331 Sell
9
-4
-31% -$149 ﹤0.01% 5355
2025
Q4 		$487 Buy
+13
New +$483 ﹤0.01% 5062

Other funds holding FUNC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's FUNC Position: Q3 2026 in Review

Farther Finance Advisors increased its First United (FUNC) stake by 40% in Q3 2026, buying an estimated $177 and bringing the position to 14 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #5714.

Farther Finance Advisors first reported a position in FUNC in Q4 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold FUNC as of Q3 2026.

  • Farther Finance Advisors held 14 shares of First United worth $599 as of Q3 2026.
  • Farther Finance Advisors bought 4 First United shares in Q3 2026, an estimated $177.
  • First United made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5714 holding.
  • Farther Finance Advisors first reported a position in First United in Q4 2025 and has held it in 4 quarters since.
  • 3 funds tracked by Wall St. Rank held First United as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.