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
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

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's FUNC Position: Q2 2026 in Review

Farther Finance Advisors increased its First United (FUNC) stake by 11% in Q2 2026, buying an estimated $39 and bringing the position to 10 shares worth $445. The position accounts for ﹤0.01% of the portfolio, ranked #5557.

Farther Finance Advisors first reported a position in FUNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $487 in Q4 2025. 3 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Farther Finance Advisors held 10 shares of First United worth $445 as of Q2 2026.
  • Farther Finance Advisors bought 1 First United share in Q2 2026, an estimated $39.
  • First United made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5557 holding.
  • Farther Finance Advisors first reported a position in First United in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's First United position peaked at $487 in Q4 2025.
  • 3 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.