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, Q1 2024
Institutional positions in First United Corp as of Mar 31, 2024. 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
- 47
- +5 vs. Q4 2023
- Shares held
- 2.45M
- +241.2K (+10.9%) vs. Q4 2023
- Total value
- $56.1M
- +$4.21M (+8.1%) vs. Q4 2023
- New holders
- 10
- 21 more added
- Sold out
- 5
- 10 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 347,873 | $7.97M | 0.00% | +12,041+3.6% | Added |
| Vanguard Group Inc | 308,612 | $7.07M | 0.00% | +10,800+3.6% | Added |
| Fourthstone LLC | 220,052 | $5.04M | 1.64% | +63,679+40.7% | Added |
| Gendell Jeffrey L | 178,352 | $4.09M | 0.16% | +10,648+6.3% | Added |
| Basswood Capital Management, L.L.C. | 156,098 | $3.58M | 0.21% | 00.0% | Unchanged |
| Huber Capital Management LLC | 119,556 | $2.74M | 0.62% | −3,300−2.7% | Reduced |
| De Lisle Partners LLP | 110,838 | $2.55M | 0.59% | +110,838 | New |
| BlackRock Inc. | 76,528 | $1.75M | 0.00% | −7,823−9.3% | Reduced |
| Renaissance Technologies LLC | 71,915 | $1.65M | 0.00% | +4,320+6.4% | Added |
| Bridgeway Capital Management, LLC | 69,804 | $1.60M | 0.03% | +1,192+1.7% | Added |
| Susquehanna International Group, LLP | 65,448 | $1.50M | 0.00% | +50,986+352.6% | Added |
| Arrowstreet Capital, Limited Partnership | 61,277 | $1.40M | 0.00% | +48,290+371.8% | Added |
| Geode Capital Management, LLC | 59,442 | $1.36M | 0.00% | +5,077+9.3% | Added |
| Pinnacle Holdings, LLC | 59,266 | $1.36M | 0.55% | −355−0.6% | Reduced |
| Millennium Management LLC | 46,386 | $1.06M | 0.00% | +46,386 | New |
| Jane Street Group, LLC | 43,787 | $1.00M | 0.00% | +43,787 | New |
| Acadian Asset Management LLC | 38,725 | $886.0K | 0.00% | +28,619+283.2% | Added |
| Royal Bank of Canada | 36,611 | $839.0K | 0.00% | +24,495+202.2% | Added |
| American Century Companies Inc | 35,302 | $808.8K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 35,000 | $801.9K | 0.56% | −182,733−83.9% | Reduced |
| Northern Trust Corp | 31,790 | $728.3K | 0.00% | −24−0.1% | Reduced |
| Park Circle Co | 22,900 | $524.6K | 0.49% | +22,900 | New |
| O'Shaughnessy Asset Management, LLC | 22,805 | $522.5K | 0.01% | +11,576+103.1% | Added |
| Goldman Sachs Group Inc | 22,223 | $509.1K | 0.00% | −95−0.4% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $476.6K | 2.85% | 00.0% | Unchanged |
| State Street Corp | 20,696 | $474.1K | 0.00% | +300+1.5% | Added |
| Morgan Stanley | 20,561 | $471.1K | 0.00% | +3,001+17.1% | Added |
| Qube Research & Technologies Ltd | 17,020 | $389.9K | 0.00% | +8,217+93.3% | Added |
| Empowered Funds, LLC | 16,136 | $369.7K | 0.01% | +1,192+8.0% | Added |
| LSV Asset Management | 15,900 | $364.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 13,669 | $313.2K | 0.00% | +13,669 | New |
| Quadrature Capital Ltd | 12,917 | $298.1K | 0.01% | +12,917 | New |
| Bank of America Corp | 12,848 | $294.3K | 0.00% | +9,301+262.2% | Added |
| Bank of New York Mellon Corp | 11,756 | $269.3K | 0.00% | −1,344−10.3% | Reduced |
| Ritholtz Wealth Management | 10,348 | $237.1K | 0.01% | +10,348 | New |
| Citigroup Inc | 9,703 | $222.3K | 0.00% | +2,247+30.1% | Added |
| Price T Rowe Associates Inc | 9,111 | $209.0K | 0.00% | +9,111 | New |
| Logan Capital Management Inc | 4,951 | $113.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,836 | $110.8K | 0.01% | +4,836 | New |
| Barclays PLC | 3,579 | $82.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,232 | $28.2K | 0.00% | −162−11.6% | Reduced |
| JPMorgan Chase & Co | 1,055 | $24.2K | 0.00% | −407−27.8% | Reduced |
| Wells Fargo & Company | 994 | $22.8K | 0.00% | +1+0.1% | Added |
| FMR LLC | 865 | $19.8K | 0.00% | +27+3.2% | Added |
| UBS Group AG | 419 | $9.60K | 0.00% | +209+99.5% | Added |
| Tower Research Capital LLC (TRC) | 151 | $3.46K | 0.00% | −90−37.3% | Reduced |
| Macquarie Group Ltd | 122 | $3 | 0.00% | +122 | New |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −112,594−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −7,647−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |