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, Q4 2022
Institutional positions in First United Corp as of Dec 31, 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
- 38
- +1 vs. Q3 2022
- Shares held
- 2.10M
- −4.53K (−0.2%) vs. Q3 2022
- Total value
- $41.2M
- +$6.42M (+18.5%) vs. Q3 2022
- New holders
- 5
- 11 more added
- Sold out
- 4
- 14 more reduced
Compare with Q3 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 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 332,637 | $6.54M | 0.00% | −192−0.1% | Reduced |
| Vanguard Group Inc | 299,552 | $5.89M | 0.00% | −570−0.2% | Reduced |
| EJF Capital LLC | 264,073 | $5.19M | 1.62% | +8,600+3.4% | Added |
| Basswood Capital Management, L.L.C. | 244,518 | $4.80M | 0.36% | −23,080−8.6% | Reduced |
| Gendell Jeffrey L | 148,919 | $2.93M | 0.26% | −11,872−7.4% | Reduced |
| HoldCo Asset Management, L.P. | 87,261 | $1.71M | 0.36% | 00.0% | Unchanged |
| BlackRock Inc. | 81,547 | $1.60M | 0.00% | +2,945+3.7% | Added |
| Renaissance Technologies LLC | 76,691 | $1.51M | 0.00% | −1,804−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 69,510 | $1.37M | 0.04% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 61,021 | $1.20M | 0.54% | −265−0.4% | Reduced |
| Geode Capital Management, LLC | 48,791 | $958.0K | 0.00% | +612+1.3% | Added |
| Huber Capital Management LLC | 43,249 | $849.8K | 0.21% | +20,425+89.5% | Added |
| rhino investment partners, Inc | 41,597 | $817.0K | 0.35% | +3,000+7.8% | Added |
| American Century Companies Inc | 35,086 | $689.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 32,872 | $645.9K | 0.00% | −167−0.5% | Reduced |
| FMR LLC | 28,313 | $556.4K | 0.00% | +240+0.9% | Added |
| State Street Corp | 20,371 | $400.3K | 0.00% | +2,700+15.3% | Added |
| Goldman Sachs Group Inc | 20,165 | $396.2K | 0.00% | −14−0.1% | Reduced |
| Morgan Stanley | 17,325 | $340.4K | 0.00% | −2,122−10.9% | Reduced |
| LSV Asset Management | 15,900 | $312.0K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 15,871 | $311.9K | 0.00% | +15,871 | New |
| Russell Investments Group, Ltd. | 15,255 | $299.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 14,025 | $275.4K | 0.13% | +14,025 | New |
| Bank of New York Mellon Corp | 13,099 | $257.4K | 0.00% | −22,207−62.9% | Reduced |
| First Republic Investment Management, Inc. | 12,818 | $251.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,116 | $238.0K | 0.00% | +12,000+10,344.8% | Added |
| BHZ Capital Management, LP | 11,355 | $223.1K | 0.11% | +11,355 | New |
| Acadian Asset Management LLC | 10,740 | $210.0K | 0.00% | −1,788−14.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,000 | $138.0K | 0.00% | −7,000−50.0% | Reduced |
| Logan Capital Management Inc | 4,951 | $97.3K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 3,579 | $70.3K | 0.00% | −16−0.4% | Reduced |
| Bank of America Corp | 2,007 | $39.4K | 0.00% | +7+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,125 | $22.1K | 0.00% | +1,125 | New |
| State of Wyoming | 978 | $19.2K | 0.01% | +29+3.1% | Added |
| Wells Fargo & Company | 844 | $16.6K | 0.00% | +1+0.1% | Added |
| Earnest Partners LLC | 497 | $9.77K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 330 | $6.49K | 0.00% | +330 | New |
| Tower Research Capital LLC (TRC) | 97 | $2.00K | 0.00% | −33−25.4% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,658−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −12,874−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |