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, Q3 2023
Institutional positions in First United Corp as of Sep 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
- 35
- 0 vs. Q2 2023
- Shares held
- 2.11M
- +9.93K (+0.5%) vs. Q2 2023
- Total value
- $34.3M
- +$4.27M (+14.2%) vs. Q2 2023
- New holders
- 3
- 7 more added
- Sold out
- 3
- 12 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 330,600 | $5.36M | 0.00% | +6,354+2.0% | Added |
| Vanguard Group Inc | 297,812 | $4.83M | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 224,872 | $3.65M | 1.60% | −19,500−8.0% | Reduced |
| Basswood Capital Management, L.L.C. | 184,523 | $2.99M | 0.23% | −46,256−20.0% | Reduced |
| Gendell Jeffrey L | 160,640 | $2.61M | 0.15% | +11,418+7.7% | Added |
| Huber Capital Management LLC | 122,288 | $1.98M | 0.47% | −1,298−1.1% | Reduced |
| rhino investment partners, Inc | 112,594 | $1.83M | 0.50% | 00.0% | Unchanged |
| BlackRock Inc. | 107,643 | $1.75M | 0.00% | −3,320−3.0% | Reduced |
| Fourthstone LLC | 93,850 | $1.52M | 0.35% | +93,850 | New |
| Bridgeway Capital Management, LLC | 67,268 | $1.09M | 0.03% | +1,106+1.7% | Added |
| Pinnacle Holdings, LLC | 64,396 | $1.04M | 0.49% | −225−0.3% | Reduced |
| Renaissance Technologies LLC | 56,195 | $912.0K | 0.00% | −5,420−8.8% | Reduced |
| Geode Capital Management, LLC | 51,958 | $843.3K | 0.00% | +2,035+4.1% | Added |
| American Century Companies Inc | 35,302 | $572.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 31,539 | $511.7K | 0.00% | −606−1.9% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $337.5K | 0.94% | 00.0% | Unchanged |
| State Street Corp | 20,296 | $329.3K | 0.00% | −75−0.4% | Reduced |
| Goldman Sachs Group Inc | 20,123 | $326.5K | 0.00% | −70.0% | Reduced |
| Morgan Stanley | 16,494 | $267.6K | 0.00% | −275−1.6% | Reduced |
| LSV Asset Management | 15,900 | $258.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,294 | $248.1K | 0.00% | +7,647+100.0% | Added |
| Empowered Funds, LLC | 13,600 | $220.7K | 0.01% | +1,106+8.9% | Added |
| Bank of New York Mellon Corp | 13,100 | $212.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,116 | $197.0K | 0.00% | −141−1.2% | Reduced |
| Acadian Asset Management LLC | 10,106 | $162.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,951 | $80.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,954 | $64.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,125 | $18.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 845 | $13.7K | 0.00% | −1−0.1% | Reduced |
| FMR LLC | 838 | $13.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 497 | $8.06K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 387 | $6.28K | 0.00% | +146+60.6% | Added |
| State of Wyoming | 350 | $5.68K | 0.00% | +350 | New |
| Qube Research & Technologies Ltd | 302 | $4.90K | 0.00% | +302 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −19,835−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −17,423−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |