Trail Ridge Investment Advisors, LLC
Position in FUNC — First United Corp/Md/
CIK 1911013
FORT COLLINS, CO
Position in FUNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$218,256
New position
Shares Held
4,948
first reported quarter
Ownership
0.077%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#53
of 89 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 40%
Shared 0%
None 60%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Trail Ridge Investment Advisors, LLC holds $461,212 across 2 Banks - Regional names. FUNC ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
2,432 | $242,956 | |
| 2 | FUNC |
First United Corp/Md/
This page
|
4,948 | $218,256 |
All Filings in FUNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,256 | 4,948 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||