SJS Investment Consulting’s First United FUNC Stock Holding History

SJS Investment Consulting’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	$1.2K	Buy	+28	New	+$1.24K	﹤0.01%	2420

Other funds holding FUNC

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

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

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

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

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SJS Investment Consulting's FUNC Position: Q3 2026 in Review

SJS Investment Consulting opened a new position in First United (FUNC) in Q3 2026: 28 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings.

13 funds tracked by Wall St. Rank hold FUNC as of Q3 2026.

SJS Investment Consulting held 28 shares of First United worth $1.2K as of Q3 2026.
First United was a new SJS Investment Consulting position in Q3 2026.
First United made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #2420 holding.
13 funds tracked by Wall St. Rank held First United as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.