Position in FUNC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,160,880
-$47,181 QoQ
Shares Held
58,976
0.0% QoQ
Ownership
0.915%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#16
of 87 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FUNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pinnacle Holdings, LLC holds $43,401,396 across 45 Banks - Regional names. FUNC ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHB |
Mechanics Bancorp
|
253,114 | $3,733,431 | |
| 2 | SBFG |
Sb Financial Group, Inc.
|
156,910 | $3,295,110 | |
| 3 | BHRB |
Burke & Herbert Financial Services Corp.
|
43,233 | $2,692,983 | |
| 4 | FUNC |
First United Corp/Md/
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|
58,976 | $2,160,880 | |
| 5 | CZWI |
Citizens Community Bancorp Inc.
|
91,347 | $1,808,670 | |
| 6 | HWBK |
Hawthorn Bancshares, Inc.
|
46,131 | $1,554,153 | |
| 7 | RNST |
Renasant Corp
|
42,976 | $1,552,722 | |
| 8 | CCNE |
Cnb Financial Corp/Pa
|
50,124 | $1,451,591 |
All Filings in FUNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,160,880 | 58,976 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,208,061 | 58,976 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,168,547 | 58,976 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,828,845 | 58,976 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,770,459 | 58,976 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,988,080 | 58,976 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,766,707 | 59,206 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,208,986 | 59,206 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,357,784 | 59,266 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,401,689 | 59,621 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,045,147 | 64,396 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $921,495 | 64,621 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,089,510 | 64,621 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,199,062 | 61,021 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,014,283 | 61,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,149,725 | 61,286 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,380,773 | 61,286 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,149,725 | 61,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,139,919 | 61,286 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,031,594 | 59,185 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,042,839 | 59,185 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $917,367 | 59,185 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $693,993 | 59,265 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $903,384 | 67,720 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $967,718 | 67,720 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||