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, Q2 2023
Institutional positions in First United Corp as of Jun 30, 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
- 0 vs. Q1 2023
- Shares held
- 2.12M
- +47.6K (+2.3%) vs. Q1 2023
- Total value
- $30.2M
- −$4.68M (−13.4%) vs. Q1 2023
- New holders
- 3
- 12 more added
- Sold out
- 3
- 10 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 324,246 | $4.62M | 0.00% | −12,383−3.7% | Reduced |
| Vanguard Group Inc | 297,812 | $4.25M | 0.00% | −1,160−0.4% | Reduced |
| EJF Capital LLC | 244,372 | $3.48M | 1.60% | −45,999−15.8% | Reduced |
| Basswood Capital Management, L.L.C. | 230,779 | $3.29M | 0.24% | −13,739−5.6% | Reduced |
| Gendell Jeffrey L | 149,222 | $2.13M | 0.17% | 00.0% | Unchanged |
| Huber Capital Management LLC | 123,586 | $1.76M | 0.42% | +9,614+8.4% | Added |
| rhino investment partners, Inc | 112,594 | $1.61M | 0.40% | +70,997+170.7% | Added |
| BlackRock Inc. | 110,963 | $1.58M | 0.00% | +29,704+36.6% | Added |
| Bridgeway Capital Management, LLC | 66,162 | $943.5K | 0.02% | −2,683−3.9% | Reduced |
| Pinnacle Holdings, LLC | 64,621 | $921.5K | 0.41% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 61,615 | $879.0K | 0.00% | −7,746−11.2% | Reduced |
| Geode Capital Management, LLC | 49,923 | $711.9K | 0.00% | +1,132+2.3% | Added |
| American Century Companies Inc | 35,302 | $503.4K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 32,145 | $458.4K | 0.00% | −165−0.5% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $296.7K | 0.19% | 00.0% | Unchanged |
| State Street Corp | 20,371 | $290.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,130 | $287.1K | 0.00% | +54+0.3% | Added |
| Millennium Management LLC | 19,835 | $282.8K | 0.00% | +4,447+28.9% | Added |
| Bank of Montreal | 17,423 | $276.7K | 0.00% | +17,423 | New |
| Morgan Stanley | 16,769 | $239.1K | 0.00% | −522−3.0% | Reduced |
| LSV Asset Management | 15,900 | $227.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,100 | $186.8K | 0.00% | +10.0% | Added |
| Empowered Funds, LLC | 12,494 | $178.2K | 0.01% | +12,494 | New |
| EA Series Trust | 12,494 | $178.2K | 0.01% | +12,494 | New |
| Royal Bank of Canada | 12,257 | $175.0K | 0.00% | +140+1.2% | Added |
| Acadian Asset Management LLC | 10,106 | $142.0K | 0.00% | −1,415−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 7,647 | $109.0K | 0.00% | +647+9.2% | Added |
| Logan Capital Management Inc | 4,951 | $70.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,954 | $56.4K | 0.00% | +375+10.5% | Added |
| Bank of America Corp | 2,000 | $28.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,125 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 846 | $12.1K | 0.00% | +2+0.2% | Added |
| FMR LLC | 838 | $11.9K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 497 | $7.09K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 241 | $3.44K | 0.00% | +176+270.8% | Added |
| UBS Group AG | 1 | $14 | 0.00% | −1,165−99.9% | Reduced |
| Royce & Associates LP | 0 | $0 | 0.00% | −24,307−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |