Position in FUNC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$208,728
+$6,831 QoQ
Shares Held
4,732
-30.1% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#54
of 89 holders
Holding Since
Jun 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FUNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $11,144,634 across 16 Banks - Regional names. FUNC ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
|
6,665 | $665,833 | |
| 8 | RMBI |
Richmond Mutual Bancorporation, Inc.
|
25,853 | $410,545 |
All Filings in FUNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,728 | 4,732 | Shares | Sole | 2026-07-09 | |
| 2024-09-30 | $201,897 | 6,766 | Shares | Sole | 2024-10-16 | |
| 2022-06-30 | $139,780 | 7,451 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||