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, Q2 2024
Institutional positions in First United Corp as of Jun 30, 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
- 42
- −5 vs. Q1 2024
- Shares held
- 2.46M
- +11.6K (+0.5%) vs. Q1 2024
- Total value
- $50.3M
- −$5.89M (−10.5%) vs. Q1 2024
- New holders
- 3
- 16 more added
- Sold out
- 8
- 14 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 372,330 | $7.60M | 0.00% | +24,457+7.0% | Added |
| Fourthstone LLC | 339,228 | $6.93M | 2.21% | +119,176+54.2% | Added |
| Vanguard Group Inc | 308,612 | $6.30M | 0.00% | 00.0% | Unchanged |
| Gendell Jeffrey L | 178,352 | $3.64M | 0.13% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 155,485 | $3.18M | 0.21% | −613−0.4% | Reduced |
| Huber Capital Management LLC | 124,556 | $2.54M | 0.58% | +5,000+4.2% | Added |
| De Lisle Partners LLP | 110,838 | $2.25M | 0.49% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 87,280 | $1.78M | 0.00% | +26,003+42.4% | Added |
| Renaissance Technologies LLC | 82,195 | $1.68M | 0.00% | +10,280+14.3% | Added |
| BlackRock Inc. | 77,640 | $1.59M | 0.00% | +1,112+1.5% | Added |
| Bridgeway Capital Management, LLC | 76,175 | $1.56M | 0.04% | +6,371+9.1% | Added |
| Acadian Asset Management LLC | 66,698 | $1.36M | 0.00% | +27,973+72.2% | Added |
| Geode Capital Management, LLC | 63,890 | $1.30M | 0.00% | +4,448+7.5% | Added |
| Pinnacle Holdings, LLC | 59,206 | $1.21M | 0.49% | −60−0.1% | Reduced |
| American Century Companies Inc | 39,947 | $815.7K | 0.00% | +4,645+13.2% | Added |
| Royal Bank of Canada | 36,611 | $748.0K | 0.00% | 00.0% | Unchanged |
| EJF Capital LLC | 35,985 | $734.8K | 0.54% | +985+2.8% | Added |
| Northern Trust Corp | 31,639 | $646.1K | 0.00% | −151−0.5% | Reduced |
| Empowered Funds, LLC | 22,507 | $459.6K | 0.01% | +6,371+39.5% | Added |
| State Street Corp | 21,196 | $432.8K | 0.00% | +500+2.4% | Added |
| HoldCo Asset Management, L.P. | 20,804 | $424.8K | 2.60% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 18,104 | $369.7K | 0.00% | −4,119−18.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,305 | $353.4K | 0.00% | −5,500−24.1% | Reduced |
| Morgan Stanley | 15,996 | $326.6K | 0.00% | −4,565−22.2% | Reduced |
| LSV Asset Management | 15,900 | $325.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,406 | $294.2K | 0.00% | −29,381−67.1% | Reduced |
| Invesco Ltd. | 13,811 | $282.0K | 0.00% | +142+1.0% | Added |
| Millennium Management LLC | 12,845 | $262.3K | 0.00% | −33,541−72.3% | Reduced |
| Bank of New York Mellon Corp | 11,756 | $240.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,302 | $228.6K | 0.00% | −1,615−12.5% | Reduced |
| Logan Capital Management Inc | 4,951 | $101.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,776 | $97.5K | 0.00% | −4,927−50.8% | Reduced |
| JPMorgan Chase & Co | 4,285 | $87.5K | 0.00% | +3,230+306.2% | Added |
| Bank of America Corp | 2,052 | $41.9K | 0.00% | −10,796−84.0% | Reduced |
| State of Wyoming | 1,028 | $21.0K | 0.00% | −204−16.6% | Reduced |
| FMR LLC | 865 | $17.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 607 | $12.4K | 0.00% | +188+44.9% | Added |
| Coppell Advisory Solutions LLC | 400 | $8.17K | 0.00% | +400 | New |
| Qube Research & Technologies Ltd | 208 | $4.25K | 0.00% | −16,812−98.8% | Reduced |
| Innealta Capital, LLC | 47 | $959 | 0.00% | +47 | New |
| First United Bank Trust | 11 | $225 | 0.00% | +11 | New |
| Wells Fargo & Company | 0 | $1 | 0.00% | −994−100.0% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −65,448−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −10,348−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −122−100.0% | Sold out |