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, Q4 2023
Institutional positions in First United Corp as of Dec 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
- 42
- +7 vs. Q3 2023
- Shares held
- 2.21M
- +94.5K (+4.5%) vs. Q3 2023
- Total value
- $51.9M
- +$17.6M (+51.4%) vs. Q3 2023
- New holders
- 9
- 16 more added
- Sold out
- 2
- 7 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 335,832 | $7.90M | 0.00% | +5,232+1.6% | Added |
| Vanguard Group Inc | 297,812 | $7.00M | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 217,733 | $5.12M | 2.68% | −7,139−3.2% | Reduced |
| Gendell Jeffrey L | 167,704 | $3.94M | 0.21% | +7,064+4.4% | Added |
| Fourthstone LLC | 156,373 | $3.68M | 0.74% | +62,523+66.6% | Added |
| Basswood Capital Management, L.L.C. | 156,098 | $3.67M | 0.24% | −28,425−15.4% | Reduced |
| Huber Capital Management LLC | 122,856 | $2.89M | 0.73% | +568+0.5% | Added |
| rhino investment partners, Inc | 112,594 | $2.65M | 0.49% | 00.0% | Unchanged |
| BlackRock Inc. | 84,351 | $1.98M | 0.00% | −23,292−21.6% | Reduced |
| Bridgeway Capital Management, LLC | 68,612 | $1.61M | 0.03% | +1,344+2.0% | Added |
| Renaissance Technologies LLC | 67,595 | $1.59M | 0.00% | +11,400+20.3% | Added |
| Pinnacle Holdings, LLC | 59,621 | $1.40M | 0.58% | −4,775−7.4% | Reduced |
| Geode Capital Management, LLC | 54,365 | $1.28M | 0.00% | +2,407+4.6% | Added |
| American Century Companies Inc | 35,302 | $830.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 31,814 | $747.9K | 0.00% | +275+0.9% | Added |
| Goldman Sachs Group Inc | 22,318 | $524.7K | 0.00% | +2,195+10.9% | Added |
| HoldCo Asset Management, L.P. | 20,804 | $489.1K | 1.38% | 00.0% | Unchanged |
| State Street Corp | 20,396 | $479.5K | 0.00% | +100+0.5% | Added |
| Morgan Stanley | 17,560 | $412.8K | 0.00% | +1,066+6.5% | Added |
| LSV Asset Management | 15,900 | $374.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 14,944 | $351.3K | 0.01% | +1,344+9.9% | Added |
| Susquehanna International Group, LLP | 14,462 | $340.0K | 0.00% | +14,462 | New |
| Bank of New York Mellon Corp | 13,100 | $308.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 12,987 | $305.0K | 0.00% | +12,987 | New |
| Royal Bank of Canada | 12,116 | $285.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,229 | $264.0K | 0.00% | +11,229 | New |
| ExodusPoint Capital Management, LP | 11,204 | $263.0K | 0.00% | +11,204 | New |
| Acadian Asset Management LLC | 10,106 | $236.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 8,803 | $207.0K | 0.00% | +8,501+2,814.9% | Added |
| Advisor Group Holdings, Inc. | 7,647 | $179.8K | 0.00% | −7,647−50.0% | Reduced |
| Citigroup Inc | 7,456 | $175.3K | 0.00% | +7,456 | New |
| Logan Capital Management Inc | 4,951 | $116.4K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 3,579 | $84.1K | 0.00% | −375−9.5% | Reduced |
| Bank of America Corp | 3,547 | $83.4K | 0.00% | +1,547+77.4% | Added |
| AJOVista, LLC | 2,084 | $49.0K | 0.06% | +2,084 | New |
| JPMorgan Chase & Co | 1,462 | $34.4K | 0.00% | +1,462 | New |
| State of Wyoming | 1,394 | $32.8K | 0.01% | +1,044+298.3% | Added |
| Wells Fargo & Company | 993 | $23.3K | 0.00% | +148+17.5% | Added |
| FMR LLC | 838 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 241 | $5.67K | 0.00% | −146−37.7% | Reduced |
| UBS Group AG | 210 | $4.94K | 0.00% | +210 | New |
| Northwest Financial Advisors | 100 | $2.35K | 0.00% | +100 | New |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |