IFP Advisors’s First United FUNC Stock Holding History

IFP 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	$128	Hold	3	–	–	﹤0.01%	4949
2026 Q2	$132	Buy	3 +2	+200%	+$78	﹤0.01%	4923
2026 Q1	$37	Hold	1	–	–	﹤0.01%	4868
2025 Q4	$37	Hold	1	–	–	﹤0.01%	4735
2025 Q3	$37	Buy	+1	New	+$35	﹤0.01%	4694
2017 Q3	–	Sell	-1,500	Closed	-$22K	–	4115
2017 Q2	$22K	Hold	1,500	–	–	﹤0.01%	2520
2017 Q1	$22K	Buy	+1,500	New	+$21.6K	﹤0.01%	2434

Other funds holding FUNC

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

TRIA

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GWM

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

IFP Advisors's FUNC Position: Q3 2026 in Review

IFP Advisors held its First United (FUNC) position steady in Q3 2026 at 3 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #4949.

IFP Advisors first reported a position in FUNC in Q1 2017 and has held it in 7 quarters since. The position peaked at $22K in Q2 2017. 8 funds tracked by Wall St. Rank hold FUNC as of Q3 2026.

IFP Advisors held 3 shares of First United worth $128 as of Q3 2026.
IFP Advisors left its First United share count unchanged in Q3 2026.
First United made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4949 holding.
IFP Advisors first reported a position in First United in Q1 2017 and has held it in 7 quarters since.
IFP Advisors's First United position peaked at $22K in Q2 2017.
8 funds tracked by Wall St. Rank held First United as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.