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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IFP Advisors's FUNC Position: Q1 2026 in Review

IFP Advisors held its First United (FUNC) position steady in Q1 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #4868.

IFP Advisors first reported a position in FUNC in Q1 2017 and has held it in 5 quarters since. The position peaked at $22K in Q2 2017. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • IFP Advisors held 1 share of First United worth $37 as of Q1 2026.
  • IFP Advisors left its First United share count unchanged in Q1 2026.
  • First United made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4868 holding.
  • IFP Advisors first reported a position in First United in Q1 2017 and has held it in 5 quarters since.
  • IFP Advisors's First United position peaked at $22K in Q2 2017.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.