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