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