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 2025
Institutional positions in First United Corp as of Mar 31, 2025. 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
- 55
- 0 vs. Q4 2024
- Shares held
- 2.83M
- +343 (0.0%) vs. Q4 2024
- Total value
- $85.1M
- −$10.5M (−11.0%) vs. Q4 2024
- New holders
- 8
- 28 more added
- Sold out
- 8
- 13 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 110 | $3.30K | 0.00% | +110 | New |
| Hillsdale Investment Management Inc. | 180 | $5.40K | 0.00% | +180 | New |
| Kestra Advisory Services, LLC | 269 | $8.07K | 0.00% | +269 | New |
| Point72 (DIFC) Ltd | 300 | $9.01K | 0.00% | +129+75.4% | Added |
| Wells Fargo & Company | 536 | $16.1K | 0.00% | +535+53,500.0% | Added |
| FMR LLC | 904 | $27.1K | 0.00% | +39+4.5% | Added |
| State of Wyoming | 1,175 | $35.3K | 0.00% | +299+34.1% | Added |
| Bank of America Corp | 2,050 | $61.5K | 0.00% | −9,598−82.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,210 | $96.4K | 0.03% | +138+4.5% | Added |
| Logan Capital Management Inc | 4,951 | $148.6K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 5,831 | $175.0K | 0.00% | −1,815−23.7% | Reduced |
| Jain Global LLC | 6,676 | $200.4K | 0.00% | +6,676 | New |
| Mackenzie Financial Corp | 7,860 | $236.0K | 0.00% | +7,860 | New |
| Price T Rowe Associates Inc | 7,901 | $238.0K | 0.00% | +900+12.9% | Added |
| UBS Group AG | 8,259 | $247.9K | 0.00% | +8,197+13,221.0% | Added |
| Lazard Asset Management LLC | 9,946 | $298.0K | 0.00% | +9,946 | New |
| Omers Administration Corp | 10,400 | $312.2K | 0.00% | +10,400 | New |
| Invesco Ltd. | 10,741 | $322.4K | 0.00% | −3,044−22.1% | Reduced |
| Cubist Systematic Strategies, LLC | 11,246 | $337.6K | 0.00% | +7,333+187.4% | Added |
| HRT Financial LP | 12,865 | $386.0K | 0.00% | +12,865 | New |
| Barclays PLC | 12,973 | $389.4K | 0.00% | +3,599+38.4% | Added |
| EAM Investors, LLC | 14,775 | $443.5K | 0.08% | −4,733−24.3% | Reduced |
| Ritholtz Wealth Management | 15,697 | $471.2K | 0.01% | −5,089−24.5% | Reduced |
| LSV Asset Management | 15,900 | $477.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,248 | $487.8K | 0.00% | +808+5.2% | Added |
| Royal Bank of Canada | 16,925 | $508.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 19,499 | $585.4K | 0.00% | +3,811+24.3% | Added |
| Trexquant Investment LP | 22,214 | $666.9K | 0.01% | +1,058+5.0% | Added |
| Angel Oak Capital Advisors, LLC | 25,700 | $771.5K | 1.03% | −2,000−7.2% | Reduced |
| Jane Street Group, LLC | 26,035 | $781.6K | 0.00% | +10,483+67.4% | Added |
| State Street Corp | 26,519 | $796.1K | 0.00% | +1,000+3.9% | Added |
| Empowered Funds, LLC | 26,549 | $797.0K | 0.01% | +1,656+6.7% | Added |
| Qube Research & Technologies Ltd | 27,588 | $828.2K | 0.00% | −11,455−29.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,316 | $910.1K | 0.01% | −11,937−28.3% | Reduced |
| Northern Trust Corp | 31,044 | $931.9K | 0.00% | −343−1.1% | Reduced |
| Citadel Advisors LLC | 32,434 | $973.7K | 0.00% | +14,984+85.9% | Added |
| Morgan Stanley | 42,477 | $1.28M | 0.00% | +21,472+102.2% | Added |
| Goldman Sachs Group Inc | 58,718 | $1.76M | 0.00% | +20,387+53.2% | Added |
| Pinnacle Holdings, LLC | 58,976 | $1.77M | 0.67% | 00.0% | Unchanged |
| Marshall Wace, LLP | 64,218 | $1.93M | 0.00% | +40,072+166.0% | Added |
| Geode Capital Management, LLC | 65,907 | $1.98M | 0.00% | +2,507+4.0% | Added |
| Bridgeway Capital Management, LLC | 67,917 | $2.04M | 0.05% | −9,844−12.7% | Reduced |
| BlackRock, Inc. | 86,599 | $2.60M | 0.00% | −10,921−11.2% | Reduced |
| Acadian Asset Management LLC | 88,867 | $2.67M | 0.01% | +1,949+2.2% | Added |
| American Century Companies Inc | 90,008 | $2.70M | 0.00% | +35,521+65.2% | Added |
| Arrowstreet Capital, Limited Partnership | 99,924 | $3.00M | 0.00% | +14,771+17.3% | Added |
| Renaissance Technologies LLC | 112,895 | $3.39M | 0.01% | +13,100+13.1% | Added |
| Susquehanna International Group, LLP | 119,925 | $3.60M | 0.01% | +27,495+29.7% | Added |
| Huber Capital Management LLC | 124,239 | $3.73M | 0.70% | +625+0.5% | Added |
| De Lisle Partners LLP | 139,374 | $4.16M | 0.69% | +18,536+15.3% | Added |
| Millennium Management LLC | 140,586 | $4.22M | 0.00% | +109,340+349.9% | Added |
| Basswood Capital Management, L.L.C. | 150,364 | $4.51M | 0.25% | 00.0% | Unchanged |
| Gendell Jeffrey L | 178,352 | $5.35M | 0.23% | 00.0% | Unchanged |
| Vanguard Group Inc | 304,735 | $9.15M | 0.00% | −425−0.1% | Reduced |
| Dimensional Fund Advisors LP | 374,234 | $11.2M | 0.00% | −7,408−1.9% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −278,788−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −36,103−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −10,063−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −10−100.0% | Sold out |