Sterling Capital Management
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Sterling Capital Management’s First United FUNC Stock Holding History

Sterling Capital 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
Q3 		$5.13K Sell
120
-3
-2% -$133 ﹤0.01% 2847
2026
Q2 		$5.43K Sell
123
-76
-38% -$2.97K ﹤0.01% 2566
2026
Q1 		$7.29K Sell
199
-148
-43% -$5.5K ﹤0.01% 2545
2025
Q4 		$13K Sell
347
-68
-16% -$2.53K ﹤0.01% 2474
2025
Q3 		$15.3K Buy
415
+252
+155% +$8.87K ﹤0.01% 2266
2025
Q2 		$5.06K Buy
+163
New +$4.82K ﹤0.01% 2510

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

Sterling Capital Management's FUNC Position: Q3 2026 in Review

Sterling Capital Management reduced its First United (FUNC) stake by 2.4% in Q3 2026, selling an estimated $133 and leaving 120 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2847.

Sterling Capital Management first reported a position in FUNC in Q2 2025 and has held it in 6 quarters since. The position peaked at $15.3K in Q3 2025. 13 funds tracked by Wall St. Rank hold FUNC as of Q3 2026.

  • Sterling Capital Management held 120 shares of First United worth $5.13K as of Q3 2026.
  • Sterling Capital Management sold 3 First United shares in Q3 2026, an estimated $133.
  • First United made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2847 holding.
  • Sterling Capital Management first reported a position in First United in Q2 2025 and has held it in 6 quarters since.
  • Sterling Capital Management's First United position peaked at $15.3K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held First United as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.