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 | $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, 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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $1 | 0.00% | −994−100.0% | Reduced |
| First United Bank Trust | 11 | $225 | 0.00% | +11 | New |
| Innealta Capital, LLC | 47 | $959 | 0.00% | +47 | New |
| Qube Research & Technologies Ltd | 208 | $4.25K | 0.00% | −16,812−98.8% | Reduced |
| Coppell Advisory Solutions LLC | 400 | $8.17K | 0.00% | +400 | New |
| UBS Group AG | 607 | $12.4K | 0.00% | +188+44.9% | Added |
| FMR LLC | 865 | $17.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,028 | $21.0K | 0.00% | −204−16.6% | Reduced |
| Bank of America Corp | 2,052 | $41.9K | 0.00% | −10,796−84.0% | Reduced |
| JPMorgan Chase & Co | 4,285 | $87.5K | 0.00% | +3,230+306.2% | Added |
| Citigroup Inc | 4,776 | $97.5K | 0.00% | −4,927−50.8% | Reduced |
| Logan Capital Management Inc | 4,951 | $101.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,302 | $228.6K | 0.00% | −1,615−12.5% | Reduced |
| Bank of New York Mellon Corp | 11,756 | $240.1K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 12,845 | $262.3K | 0.00% | −33,541−72.3% | Reduced |
| Invesco Ltd. | 13,811 | $282.0K | 0.00% | +142+1.0% | Added |
| Jane Street Group, LLC | 14,406 | $294.2K | 0.00% | −29,381−67.1% | Reduced |
| LSV Asset Management | 15,900 | $325.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 15,996 | $326.6K | 0.00% | −4,565−22.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,305 | $353.4K | 0.00% | −5,500−24.1% | Reduced |
| Goldman Sachs Group Inc | 18,104 | $369.7K | 0.00% | −4,119−18.5% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $424.8K | 2.60% | 00.0% | Unchanged |
| State Street Corp | 21,196 | $432.8K | 0.00% | +500+2.4% | Added |
| Empowered Funds, LLC | 22,507 | $459.6K | 0.01% | +6,371+39.5% | Added |
| Northern Trust Corp | 31,639 | $646.1K | 0.00% | −151−0.5% | Reduced |
| EJF Capital LLC | 35,985 | $734.8K | 0.54% | +985+2.8% | Added |
| Royal Bank of Canada | 36,611 | $748.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 39,947 | $815.7K | 0.00% | +4,645+13.2% | Added |
| Pinnacle Holdings, LLC | 59,206 | $1.21M | 0.49% | −60−0.1% | Reduced |
| Geode Capital Management, LLC | 63,890 | $1.30M | 0.00% | +4,448+7.5% | Added |
| Acadian Asset Management LLC | 66,698 | $1.36M | 0.00% | +27,973+72.2% | Added |
| Bridgeway Capital Management, LLC | 76,175 | $1.56M | 0.04% | +6,371+9.1% | Added |
| BlackRock Inc. | 77,640 | $1.59M | 0.00% | +1,112+1.5% | Added |
| Renaissance Technologies LLC | 82,195 | $1.68M | 0.00% | +10,280+14.3% | Added |
| Arrowstreet Capital, Limited Partnership | 87,280 | $1.78M | 0.00% | +26,003+42.4% | Added |
| De Lisle Partners LLP | 110,838 | $2.25M | 0.49% | 00.0% | Unchanged |
| Huber Capital Management LLC | 124,556 | $2.54M | 0.58% | +5,000+4.2% | Added |
| Basswood Capital Management, L.L.C. | 155,485 | $3.18M | 0.21% | −613−0.4% | Reduced |
| Gendell Jeffrey L | 178,352 | $3.64M | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 308,612 | $6.30M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 339,228 | $6.93M | 2.21% | +119,176+54.2% | Added |
| Dimensional Fund Advisors LP | 372,330 | $7.60M | 0.00% | +24,457+7.0% | Added |
| 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 |