Root Financial Partners
FUNC icon

Root Financial Partners’s First United FUNC Stock Holding History

Root Financial Partners’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 		$257 Buy
+6
New +$265 ﹤0.01% 3446
2026
Q2 		– Sell
-3
Closed -$110 – 1463
2026
Q1 		$110 Buy
+3
New +$111 ﹤0.01% 3261

Other funds holding FUNC

Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners's FUNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in First United (FUNC) in Q3 2026: 6 shares worth $257. The stake represents ﹤0.01% of the portfolio and ranks #3446 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FUNC as recently as Q1 2026.

Root Financial Partners first reported a position in FUNC in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FUNC as of Q3 2026.

  • Root Financial Partners held 6 shares of First United worth $257 as of Q3 2026.
  • First United was a new Root Financial Partners position in Q3 2026.
  • First United made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3446 holding.
  • Root Financial Partners first reported a position in First United in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held First United as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.