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