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, Q3 2024
Institutional positions in First United Corp as of Sep 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
- 52
- +11 vs. Q2 2024
- Shares held
- 2.73M
- +344.0K (+14.4%) vs. Q2 2024
- Total value
- $81.4M
- +$32.8M (+67.3%) vs. Q2 2024
- New holders
- 15
- 19 more added
- Sold out
- 4
- 8 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $15 | 0.00% | 0 | Unchanged |
| JPMorgan Chase & Co | 66 | $1.97K | 0.00% | −4,219−98.5% | Reduced |
| Northwest Financial Advisors | 100 | $2.98K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 252 | $7.52K | 0.00% | +252 | New |
| UBS Group AG | 398 | $11.9K | 0.00% | −209−34.4% | Reduced |
| Coppell Advisory Solutions LLC | 400 | $11.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 965 | $28.8K | 0.00% | +100+11.6% | Added |
| State of Wyoming | 1,020 | $30.4K | 0.00% | −8−0.8% | Reduced |
| Lazard Asset Management LLC | 1,216 | $36.0K | 0.00% | +1,216 | New |
| Bank of America Corp | 2,120 | $63.3K | 0.00% | +68+3.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,249 | $97.0K | 0.02% | +3,249 | New |
| Aster Capital Management (DIFC) Ltd | 3,733 | $111.4K | 0.02% | +3,733 | New |
| Barclays PLC | 4,218 | $125.9K | 0.00% | +4,218 | New |
| Cubist Systematic Strategies, LLC | 4,793 | $143.0K | 0.00% | +4,793 | New |
| Logan Capital Management Inc | 4,951 | $147.7K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,766 | $201.9K | 0.02% | +6,766 | New |
| Marshall Wace, LLP | 7,572 | $225.9K | 0.00% | +7,572 | New |
| Citigroup Inc | 10,179 | $303.7K | 0.00% | +5,403+113.1% | Added |
| Bank of New York Mellon Corp | 11,757 | $350.8K | 0.00% | +10.0% | Added |
| Invesco Ltd. | 13,865 | $413.7K | 0.00% | +54+0.4% | Added |
| Susquehanna International Group, LLP | 13,880 | $414.2K | 0.00% | +13,880 | New |
| Ritholtz Wealth Management | 15,412 | $459.9K | 0.01% | +15,412 | New |
| Millennium Management LLC | 15,431 | $460.5K | 0.00% | +2,586+20.1% | Added |
| LSV Asset Management | 15,900 | $474.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 15,940 | $475.6K | 0.00% | +15,732+7,563.5% | Added |
| Trexquant Investment LP | 17,286 | $515.8K | 0.01% | +17,286 | New |
| Morgan Stanley | 17,667 | $527.2K | 0.00% | +1,671+10.4% | Added |
| State Street Corp | 19,596 | $584.7K | 0.00% | −1,600−7.5% | Reduced |
| Goldman Sachs Group Inc | 19,752 | $589.4K | 0.00% | +1,648+9.1% | Added |
| Royal Bank of Canada | 20,516 | $612.0K | 0.00% | −16,095−44.0% | Reduced |
| EAM Investors, LLC | 20,559 | $613.5K | 0.09% | +20,559 | New |
| HoldCo Asset Management, L.P. | 20,804 | $620.8K | 3.28% | 00.0% | Unchanged |
| Empowered Funds, LLC | 23,713 | $707.6K | 0.01% | +1,206+5.4% | Added |
| Citadel Advisors LLC | 25,742 | $768.1K | 0.00% | +25,742 | New |
| O'Shaughnessy Asset Management, LLC | 26,730 | $826.0K | 0.01% | +9,425+54.5% | Added |
| Northern Trust Corp | 31,373 | $936.2K | 0.00% | −266−0.8% | Reduced |
| EJF Capital LLC | 35,985 | $1.07M | 0.71% | 00.0% | Unchanged |
| American Century Companies Inc | 40,139 | $1.20M | 0.00% | +192+0.5% | Added |
| Pinnacle Holdings, LLC | 59,206 | $1.77M | 0.69% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 63,971 | $1.91M | 0.00% | +81+0.1% | Added |
| Bridgeway Capital Management, LLC | 77,381 | $2.31M | 0.05% | +1,206+1.6% | Added |
| Acadian Asset Management LLC | 79,288 | $2.36M | 0.01% | +12,590+18.9% | Added |
| BlackRock, Inc. | 81,170 | $2.42M | 0.00% | +81,170 | New |
| Arrowstreet Capital, Limited Partnership | 87,280 | $2.60M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 98,595 | $2.94M | 0.00% | +16,400+20.0% | Added |
| De Lisle Partners LLP | 120,838 | $3.62M | 0.59% | +10,000+9.0% | Added |
| Huber Capital Management LLC | 124,556 | $3.72M | 0.75% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 153,540 | $4.58M | 0.24% | −1,945−1.3% | Reduced |
| Gendell Jeffrey L | 178,352 | $5.32M | 0.17% | 00.0% | Unchanged |
| Vanguard Group Inc | 305,160 | $9.11M | 0.00% | −3,452−1.1% | Reduced |
| Dimensional Fund Advisors LP | 383,675 | $11.4M | 0.00% | +11,345+3.0% | Added |
| Fourthstone LLC | 441,143 | $13.2M | 2.93% | +101,915+30.0% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,406−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,302−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |