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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 12 | $0 | 0.00% | +12 | New |
| Tower Research Capital LLC (TRC) | 65 | $1.00K | 0.00% | −32−33.0% | Reduced |
| Earnest Partners LLC | 497 | $8.38K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 782 | $13.2K | 0.00% | −196−20.0% | Reduced |
| FMR LLC | 838 | $14.1K | 0.00% | −27,475−97.0% | Reduced |
| Wells Fargo & Company | 844 | $14.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,125 | $19.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,166 | $19.7K | 0.00% | +1,166 | New |
| Bank of America Corp | 2,000 | $33.7K | 0.00% | −7−0.3% | Reduced |
| Barclays PLC | 3,579 | $60.3K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,951 | $83.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 11,521 | $193.0K | 0.00% | +781+7.3% | Added |
| Royal Bank of Canada | 12,117 | $204.0K | 0.00% | +10.0% | Added |
| Bank of New York Mellon Corp | 13,099 | $220.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 15,388 | $259.0K | 0.00% | +15,388 | New |
| LSV Asset Management | 15,900 | $268.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 17,291 | $291.5K | 0.00% | −34−0.2% | Reduced |
| Goldman Sachs Group Inc | 20,076 | $338.5K | 0.00% | −89−0.4% | Reduced |
| State Street Corp | 20,371 | $343.5K | 0.00% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 20,804 | $350.8K | 0.19% | −66,457−76.2% | Reduced |
| Royce & Associates LP | 24,307 | $409.8K | 0.00% | +8,436+53.2% | Added |
| Northern Trust Corp | 32,310 | $544.7K | 0.00% | −562−1.7% | Reduced |
| American Century Companies Inc | 35,302 | $601.9K | 0.00% | +216+0.6% | Added |
| rhino investment partners, Inc | 41,597 | $701.3K | 0.19% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 48,791 | $822.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 64,621 | $1.09M | 0.50% | +3,600+5.9% | Added |
| Bridgeway Capital Management, LLC | 68,845 | $1.16M | 0.03% | −665−1.0% | Reduced |
| Renaissance Technologies LLC | 69,361 | $1.17M | 0.00% | −7,330−9.6% | Reduced |
| BlackRock Inc. | 81,259 | $1.37M | 0.00% | −288−0.4% | Reduced |
| Huber Capital Management LLC | 113,972 | $1.92M | 0.48% | +70,723+163.5% | Added |
| Gendell Jeffrey L | 149,222 | $2.52M | 0.24% | +303+0.2% | Added |
| Basswood Capital Management, L.L.C. | 244,518 | $4.12M | 0.29% | 00.0% | Unchanged |
| EJF Capital LLC | 290,371 | $4.90M | 1.83% | +26,298+10.0% | Added |
| Vanguard Group Inc | 298,972 | $5.04M | 0.00% | −580−0.2% | Reduced |
| Dimensional Fund Advisors LP | 336,629 | $5.68M | 0.00% | +3,992+1.2% | Added |
| 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 |