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, Q1 2023
Institutional positions in First United Corp as of Mar 31, 2023. 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
- 36
- −2 vs. Q4 2022
- Shares held
- 2.07M
- −26.6K (−1.3%) vs. Q4 2022
- Total value
- $34.9M
- −$6.29M (−15.3%) vs. Q4 2022
- New holders
- 3
- 9 more added
- Sold out
- 5
- 12 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 336,629 | $5.68M | 0.00% | +3,992+1.2% | Added |
| Vanguard Group Inc | 298,972 | $5.04M | 0.00% | −580−0.2% | Reduced |
| EJF Capital LLC | 290,371 | $4.90M | 1.83% | +26,298+10.0% | Added |
| Basswood Capital Management, L.L.C. | 244,518 | $4.12M | 0.29% | 00.0% | Unchanged |
| Gendell Jeffrey L | 149,222 | $2.52M | 0.24% | +303+0.2% | Added |
| Huber Capital Management LLC | 113,972 | $1.92M | 0.48% | +70,723+163.5% | Added |
| BlackRock Inc. | 81,259 | $1.37M | 0.00% | −288−0.4% | Reduced |
| Renaissance Technologies LLC | 69,361 | $1.17M | 0.00% | −7,330−9.6% | Reduced |
| Bridgeway Capital Management, LLC | 68,845 | $1.16M | 0.03% | −665−1.0% | Reduced |
| Pinnacle Holdings, LLC | 64,621 | $1.09M | 0.50% | +3,600+5.9% | Added |
| Geode Capital Management, LLC | 48,791 | $822.6K | 0.00% | 00.0% | Unchanged |
| rhino investment partners, Inc | 41,597 | $701.3K | 0.19% | 00.0% | Unchanged |
| American Century Companies Inc | 35,302 | $601.9K | 0.00% | +216+0.6% | Added |
| Northern Trust Corp | 32,310 | $544.7K | 0.00% | −562−1.7% | Reduced |
| Royce & Associates LP | 24,307 | $409.8K | 0.00% | +8,436+53.2% | Added |
| HoldCo Asset Management, L.P. | 20,804 | $350.8K | 0.19% | −66,457−76.2% | Reduced |
| State Street Corp | 20,371 | $343.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,076 | $338.5K | 0.00% | −89−0.4% | Reduced |
| Morgan Stanley | 17,291 | $291.5K | 0.00% | −34−0.2% | Reduced |
| LSV Asset Management | 15,900 | $268.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 15,388 | $259.0K | 0.00% | +15,388 | New |
| Bank of New York Mellon Corp | 13,099 | $220.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,117 | $204.0K | 0.00% | +10.0% | Added |
| Acadian Asset Management LLC | 11,521 | $193.0K | 0.00% | +781+7.3% | Added |
| Advisor Group Holdings, Inc. | 7,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,951 | $83.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,579 | $60.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,000 | $33.7K | 0.00% | −7−0.3% | Reduced |
| UBS Group AG | 1,166 | $19.7K | 0.00% | +1,166 | New |
| Cary Street Partner Investment Advisory LLC | 1,125 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 844 | $14.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 838 | $14.1K | 0.00% | −27,475−97.0% | Reduced |
| State of Wyoming | 782 | $13.2K | 0.00% | −196−20.0% | Reduced |
| Earnest Partners LLC | 497 | $8.38K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 65 | $1.00K | 0.00% | −32−33.0% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $0 | 0.00% | +12 | New |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −15,255−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −14,025−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −12,818−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −11,355−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −330−100.0% | Sold out |