First United Corp
FUNC- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000763907
In the last 90 days, First United Corp insiders filed 4 open-market purchases and 3 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $140.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in First United Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 89
- +2 vs. Q1 2026
- Shares held
- 3.19M
- +136.4K (+4.5%) vs. Q1 2026
- Total value
- $140.8M
- +$28.8M (+25.7%) vs. Q1 2026
- New holders
- 8
- 37 more added
- Sold out
- 6
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FUNC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $140.8M |
| Q1 2026 | 88 | $112.0M |
| Q4 2025 | 86 | $116.1M |
| Q3 2025 | 78 | $111.3M |
| Q2 2025 | 65 | $93.9M |
| Q1 2025 | 55 | $85.1M |
| Q4 2024 | 55 | $95.5M |
| Q3 2024 | 52 | $81.5M |
| Q2 2024 | 42 | $50.3M |
| Q1 2024 | 47 | $57.5M |
| Q4 2023 | 42 | $52.4M |
| Q3 2023 | 35 | $34.3M |
| Q2 2023 | 36 | $30.2M |
| Q1 2023 | 36 | $34.9M |
| Q4 2022 | 38 | $41.2M |
| Q3 2022 | 37 | $34.8M |
| Q2 2022 | 35 | $38.9M |
| Q1 2022 | 33 | $44.9M |
| Q4 2021 | 32 | $36.3M |
| Q3 2021 | 36 | $36.3M |
| Q2 2021 | 39 | $35.4M |
| Q1 2021 | 41 | $40.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 456,248 | $20.1M | 0.00% | +65,335+16.7% | Added |
| Dimensional Fund Advisors LP | 361,916 | $16.0M | 0.00% | +974+0.3% | Added |
| Vanguard Capital Management LLC | 269,289 | $11.9M | 0.00% | +332+0.1% | Added |
| Gendell Jeffrey L | 178,352 | $7.87M | 0.07% | 00.0% | Unchanged |
| De Lisle Partners LLP | 164,390 | $7.28M | 0.79% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 151,702 | $6.69M | 0.00% | +12,134+8.7% | Added |
| Huber Capital Management LLC | 119,937 | $5.29M | 0.78% | 00.0% | Unchanged |
| American Century Companies Inc | 113,551 | $5.01M | 0.00% | +191+0.2% | Added |
| Renaissance Technologies LLC | 111,195 | $4.90M | 0.01% | +7,600+7.3% | Added |
| Acadian Asset Management LLC | 106,844 | $4.71M | 0.01% | +12,138+12.8% | Added |
| Arrowstreet Capital, Limited Partnership | 101,766 | $4.49M | 0.00% | +1,195+1.2% | Added |
| State Street Corp | 85,440 | $3.77M | 0.00% | −1,916−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 75,780 | $3.34M | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 64,429 | $2.84M | 0.00% | +4,946+8.3% | Added |
| Goldman Sachs Group Inc | 62,888 | $2.77M | 0.00% | −1,375−2.1% | Reduced |
| Pinnacle Holdings, LLC | 58,916 | $2.60M | 0.80% | −60−0.1% | Reduced |
| Morgan Stanley | 52,964 | $2.34M | 0.00% | −696−1.3% | Reduced |
| Two Sigma Investments, LP | 47,822 | $2.11M | 0.00% | +10,065+26.7% | Added |
| Vanguard Portfolio Management LLC | 40,785 | $1.80M | 0.00% | +6,020+17.3% | Added |
| Vanguard Fiduciary Trust Co | 39,638 | $1.75M | 0.00% | +1,693+4.5% | Added |
| Empowered Funds, LLC | 38,112 | $1.68M | 0.01% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 37,130 | $1.64M | 1.20% | 00.0% | Unchanged |
| Marshall Wace, LLP | 29,242 | $1.29M | 0.00% | +622+2.2% | Added |
| Bank of New York Mellon Corp | 25,576 | $1.13M | 0.00% | +1,587+6.6% | Added |
| LSV Asset Management | 24,000 | $1.06M | 0.00% | +1,294+5.7% | Added |
| Qube Research & Technologies Ltd | 23,343 | $1.03M | 0.00% | −5,442−18.9% | Reduced |
| Martingale Asset Management L P | 22,613 | $997.5K | 0.02% | +20.0% | Added |
| SummerHaven Investment Management, LLC | 22,372 | $986.8K | 0.53% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 20,804 | $917.7K | 0.06% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,928 | $879.0K | 0.00% | −3,221−13.9% | Reduced |
| Charles Schwab Investment Management Inc | 17,651 | $778.6K | 0.00% | +1,728+10.9% | Added |
| Angel Oak Capital Advisors, LLC | 17,000 | $749.9K | 0.95% | −6,700−28.3% | Reduced |
| Los Angeles Capital Management LLC | 14,771 | $651.5K | 0.00% | −4,506−23.4% | Reduced |
| Royal Bank of Canada | 13,149 | $580.0K | 0.00% | −2,032−13.4% | Reduced |
| Trexquant Investment LP | 12,058 | $531.9K | 0.00% | −458−3.7% | Reduced |
| Nuveen, LLC | 11,985 | $528.7K | 0.00% | +6,083+103.1% | Added |
| Price T Rowe Associates Inc | 11,619 | $513.0K | 0.00% | +947+8.9% | Added |
| HSBC Holdings PLC | 11,484 | $502.0K | 0.00% | −24−0.2% | Reduced |
| Squarepoint Ops LLC | 11,100 | $489.6K | 0.00% | −3,345−23.2% | Reduced |
| Barclays PLC | 10,178 | $449.0K | 0.00% | −631−5.8% | Reduced |
| Prudential Financial Inc | 8,125 | $358.4K | 0.00% | +680+9.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,781 | $343.2K | 0.00% | −714−8.4% | Reduced |
| AQR Capital Management LLC | 7,676 | $338.6K | 0.00% | +7,676 | New |
| Advisor Group Holdings, Inc. | 7,114 | $313.8K | 0.00% | +49+0.7% | Added |
| Millennium Management LLC | 6,951 | $306.6K | 0.00% | −2,467−26.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,299 | $277.8K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,813 | $256.4K | 0.00% | −1,094−15.8% | Reduced |
| Wealthspire Advisors, LLC | 5,742 | $253.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,595 | $246.8K | 0.00% | +5,595 | New |
| Canada Pension Plan Investment Board | 5,400 | $238.2K | 0.00% | +5,400 | New |
| Deutsche Bank AG | 5,350 | $236.0K | 0.00% | +577+12.1% | Added |
| Wells Fargo & Company | 5,100 | $225.0K | 0.00% | +2,823+124.0% | Added |
| Logan Capital Management Inc | 4,951 | $218.4K | 0.01% | +4,951 | New |
| Trail Ridge Investment Advisors, LLC | 4,948 | $218.3K | 0.09% | +4,948 | New |
| SeaCrest Wealth Management, LLC | 4,732 | $208.7K | 0.02% | +4,732 | New |
| Rhumbline Advisers | 4,587 | $202.3K | 0.00% | +101+2.3% | Added |
| Bank of America Corp | 4,562 | $201.2K | 0.00% | −1,726−27.4% | Reduced |
| MetLife Investment Management | 3,733 | $164.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,575 | $157.7K | 0.00% | +2,871+407.8% | Added |
| New York State Common Retirement Fund | 3,400 | $150.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,872 | $129.0K | 0.00% | +425+17.4% | Added |
| Citigroup Inc | 2,810 | $123.9K | 0.00% | +2,530+903.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,803 | $123.6K | 0.00% | −61−2.1% | Reduced |
| Vanguard Global Advisers, LLC | 2,250 | $99.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,233 | $98.5K | 0.00% | +1,032+85.9% | Added |
| BNP Paribas Arbitrage, SA | 2,109 | $93.0K | 0.00% | +819+63.5% | Added |
| UBS Group AG | 1,999 | $88.2K | 0.00% | −464−18.8% | Reduced |
| STRS Ohio | 1,500 | $66.2K | 0.00% | +300+25.0% | Added |
| AdvisorNet Financial, Inc | 896 | $39.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 758 | $33.4K | 0.00% | −914−54.7% | Reduced |
| FMR LLC | 741 | $32.7K | 0.00% | +4+0.5% | Added |
| Ameritas Investment Partners, Inc. | 615 | $27.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 544 | $24.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 486 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 123 | $5.43K | 0.00% | −76−38.2% | Reduced |
| California State Teachers Retirement System | 84 | $3.71K | 0.00% | −242−74.2% | Reduced |
| GAMMA Investing LLC | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 34 | $1.50K | 0.00% | +34 | New |
| SRS Capital Advisors, Inc. | 33 | $1.46K | 0.00% | +33 | New |
| UBS Asset Management Americas Inc | 30 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30 | $1.32K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $794 | 0.00% | +10+125.0% | Added |
| Farther Finance Advisors, LLC | 10 | $445 | 0.00% | +1+11.1% | Added |
| Essential Partners LLC | 7 | $309 | 0.00% | −4−36.4% | Reduced |
| Rothschild Investment LLC | 7 | $309 | 0.00% | +2+40.0% | Added |
| The PNC Financial Services Group, Inc. | 6 | $265 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6 | $264 | 0.00% | +1+20.0% | Added |
| IFP Advisors, Inc | 3 | $132 | 0.00% | +2+200.0% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | +2+40.0% | Added |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |