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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IFP Advisors's FUNC Position: Q2 2026 in Review

IFP Advisors increased its First United (FUNC) stake by 200% in Q2 2026, buying an estimated $78 and bringing the position to 3 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #4923.

IFP Advisors first reported a position in FUNC in Q1 2017 and has held it in 6 quarters since. The position peaked at $22K in Q2 2017. 90 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • IFP Advisors held 3 shares of First United worth $132 as of Q2 2026.
  • IFP Advisors bought 2 First United shares in Q2 2026, an estimated $78.
  • First United made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4923 holding.
  • IFP Advisors first reported a position in First United in Q1 2017 and has held it in 6 quarters since.
  • IFP Advisors's First United position peaked at $22K in Q2 2017.
  • 90 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.