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, Q3 2022
Institutional positions in First United Corp as of Sep 30, 2022. 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
- 37
- +2 vs. Q2 2022
- Shares held
- 2.10M
- +26.6K (+1.3%) vs. Q2 2022
- Total value
- $34.8M
- −$4.14M (−10.6%) vs. Q2 2022
- New holders
- 3
- 12 more added
- Sold out
- 1
- 12 more reduced
Compare with Q2 2022: 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 | $115.6M |
| Q3 2025 | 78 | $111.1M |
| Q2 2025 | 65 | $93.3M |
| Q1 2025 | 55 | $85.1M |
| Q4 2024 | 55 | $95.5M |
| Q3 2024 | 52 | $81.4M |
| Q2 2024 | 42 | $50.3M |
| Q1 2024 | 47 | $56.1M |
| Q4 2023 | 42 | $51.9M |
| 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 | $36.2M |
| Q3 2021 | 36 | $36.3M |
| Q2 2021 | 39 | $35.4M |
| Q1 2021 | 41 | $40.1M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 4 | $0 | 0.00% | +4 | New |
| Tower Research Capital LLC (TRC) | 130 | $2.00K | 0.00% | −7−5.1% | Reduced |
| UBS Group AG | 130 | $2.00K | 0.00% | +52+66.7% | Added |
| Royal Bank of Canada | 116 | $2.00K | 0.00% | +116 | New |
| Earnest Partners LLC | 497 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 843 | $14.0K | 0.00% | +125+17.4% | Added |
| State of Wyoming | 949 | $16.0K | 0.01% | +206+27.7% | Added |
| Bank of America Corp | 2,000 | $33.0K | 0.00% | −1,743−46.6% | Reduced |
| Barclays PLC | 3,595 | $59.0K | 0.00% | −787−18.0% | Reduced |
| Logan Capital Management Inc | 4,951 | $82.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,528 | $205.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 12,818 | $212.0K | 0.00% | +12,818 | New |
| O'Shaughnessy Asset Management, LLC | 12,874 | $213.0K | 0.00% | −7,885−38.0% | Reduced |
| Millennium Management LLC | 13,658 | $226.0K | 0.00% | −1,406−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,000 | $232.0K | 0.00% | +13,766+5,882.9% | Added |
| Russell Investments Group, Ltd. | 15,255 | $252.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 15,900 | $263.0K | 0.00% | +1,983+14.2% | Added |
| State Street Corp | 17,671 | $292.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 19,447 | $322.0K | 0.00% | −1,964−9.2% | Reduced |
| Goldman Sachs Group Inc | 20,179 | $334.0K | 0.00% | +48+0.2% | Added |
| Huber Capital Management LLC | 22,824 | $378.0K | 0.11% | +7,720+51.1% | Added |
| FMR LLC | 28,073 | $464.0K | 0.00% | −474−1.7% | Reduced |
| Northern Trust Corp | 33,039 | $547.0K | 0.00% | +951+3.0% | Added |
| American Century Companies Inc | 35,086 | $581.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 35,306 | $585.0K | 0.00% | +432+1.2% | Added |
| rhino investment partners, Inc | 38,597 | $639.0K | 0.29% | −11,100−22.3% | Reduced |
| Geode Capital Management, LLC | 48,179 | $797.0K | 0.00% | +267+0.6% | Added |
| Pinnacle Holdings, LLC | 61,286 | $1.01M | 0.47% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 69,510 | $1.15M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 78,495 | $1.30M | 0.00% | −8,900−10.2% | Reduced |
| BlackRock Inc. | 78,602 | $1.30M | 0.00% | −838−1.1% | Reduced |
| HoldCo Asset Management, L.P. | 87,261 | $1.44M | 0.44% | 00.0% | Unchanged |
| Gendell Jeffrey L | 160,791 | $2.66M | 0.35% | −200−0.1% | Reduced |
| EJF Capital LLC | 255,473 | $4.23M | 0.83% | −3,200−1.2% | Reduced |
| Basswood Capital Management, L.L.C. | 267,598 | $4.43M | 0.33% | +31,200+13.2% | Added |
| Vanguard Group Inc | 300,122 | $4.97M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 332,829 | $5.51M | 0.00% | +2,893+0.9% | Added |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −7,451−100.0% | Sold out |