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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 302 | $4.90K | 0.00% | +302 | New |
| State of Wyoming | 350 | $5.68K | 0.00% | +350 | New |
| Tower Research Capital LLC (TRC) | 387 | $6.28K | 0.00% | +146+60.6% | Added |
| Earnest Partners LLC | 497 | $8.06K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 838 | $13.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 845 | $13.7K | 0.00% | −1−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,125 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,000 | $32.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,954 | $64.2K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4,951 | $80.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,106 | $162.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,116 | $197.0K | 0.00% | −141−1.2% | Reduced |
| Bank of New York Mellon Corp | 13,100 | $212.5K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 13,600 | $220.7K | 0.01% | +1,106+8.9% | Added |
| Advisor Group Holdings, Inc. | 15,294 | $248.1K | 0.00% | +7,647+100.0% | Added |
| LSV Asset Management | 15,900 | $258.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,494 | $267.6K | 0.00% | −275−1.6% | Reduced |
| Goldman Sachs Group Inc | 20,123 | $326.5K | 0.00% | −70.0% | Reduced |
| State Street Corp | 20,296 | $329.3K | 0.00% | −75−0.4% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $337.5K | 0.94% | 00.0% | Unchanged |
| Northern Trust Corp | 31,539 | $511.7K | 0.00% | −606−1.9% | Reduced |
| American Century Companies Inc | 35,302 | $572.8K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 51,958 | $843.3K | 0.00% | +2,035+4.1% | Added |
| Renaissance Technologies LLC | 56,195 | $912.0K | 0.00% | −5,420−8.8% | Reduced |
| Pinnacle Holdings, LLC | 64,396 | $1.04M | 0.49% | −225−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 67,268 | $1.09M | 0.03% | +1,106+1.7% | Added |
| Fourthstone LLC | 93,850 | $1.52M | 0.35% | +93,850 | New |
| BlackRock Inc. | 107,643 | $1.75M | 0.00% | −3,320−3.0% | Reduced |
| rhino investment partners, Inc | 112,594 | $1.83M | 0.50% | 00.0% | Unchanged |
| Huber Capital Management LLC | 122,288 | $1.98M | 0.47% | −1,298−1.1% | Reduced |
| Gendell Jeffrey L | 160,640 | $2.61M | 0.15% | +11,418+7.7% | Added |
| Basswood Capital Management, L.L.C. | 184,523 | $2.99M | 0.23% | −46,256−20.0% | Reduced |
| EJF Capital LLC | 224,872 | $3.65M | 1.60% | −19,500−8.0% | Reduced |
| Vanguard Group Inc | 297,812 | $4.83M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 330,600 | $5.36M | 0.00% | +6,354+2.0% | Added |
| 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 |