SeaCrest Wealth Management’s First United FUNC Stock Holding History

SeaCrest Wealth Management’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	$209K	Buy	+4,732	New	+$185K	0.02%	516
2024 Q4	–	Sell	-6,766	Closed	-$202K	–	675
2024 Q3	$202K	Buy	+6,766	New	+$182K	0.02%	614
2022 Q3	–	Sell	-7,451	Closed	-$140K	–	946
2022 Q2	$140K	Buy	+7,451	New	+$156K	0.02%	736
2020 Q1	–	Sell	-10,351	Closed	-$249K	–	529
2019 Q4	$249K	Hold	10,351	–	–	0.04%	449
2019 Q3	$228K	Hold	10,351	–	–	0.04%	459
2019 Q2	$204K	Hold	10,351	–	–	0.04%	458
2019 Q1	$179K	Hold	10,351	–	–	0.03%	509
2018 Q4	$165K	Hold	10,351	–	–	0.03%	479
2018 Q3	$195K	Hold	10,351	–	–	0.03%	511
2018 Q2	$212K	Sell	10,351 -3,953	-28%	-$81K	0.04%	466
2018 Q1	$275K	Sell	14,304 -2,075	-13%	-$37.3K	0.05%	387
2017 Q4	$286K	Buy	+16,379	New	+$283K	0.05%	384

Other funds holding FUNC

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SeaCrest Wealth Management's FUNC Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in First United (FUNC) in Q2 2026: 4,732 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #516 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in FUNC as recently as Q3 2024.

SeaCrest Wealth Management first reported a position in FUNC in Q4 2017 and has held it in 12 quarters since. The position peaked at $286K in Q4 2017. 3 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

SeaCrest Wealth Management held 4,732 shares of First United worth $209K as of Q2 2026.
First United was a new SeaCrest Wealth Management position in Q2 2026.
First United made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #516 holding.
SeaCrest Wealth Management first reported a position in First United in Q4 2017 and has held it in 12 quarters since.
SeaCrest Wealth Management's First United position peaked at $286K in Q4 2017.
3 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.