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 2025
Institutional positions in First United Corp as of Jun 30, 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
- 65
- +10 vs. Q1 2025
- Shares held
- 3.01M
- +173.5K (+6.1%) vs. Q1 2025
- Total value
- $93.3M
- +$8.22M (+9.7%) vs. Q1 2025
- New holders
- 25
- 22 more added
- Sold out
- 15
- 13 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 18 | $558 | 0.00% | +18 | New |
| Tower Research Capital LLC (TRC) | 73 | $2.26K | 0.00% | +73 | New |
| Sterling Capital Management LLC | 163 | $5.05K | 0.00% | +163 | New |
| Amalgamated Bank | 206 | $6.00K | 0.00% | +206 | New |
| California State Teachers Retirement System | 376 | $11.7K | 0.00% | +376 | New |
| State of Wyoming | 446 | $13.8K | 0.00% | −729−62.0% | Reduced |
| Legal & General Group Plc | 544 | $16.9K | 0.00% | +544 | New |
| Ameritas Investment Partners, Inc. | 615 | $19.1K | 0.00% | +615 | New |
| Raymond James Financial Inc | 643 | $19.9K | 0.00% | +643 | New |
| BNP Paribas Arbitrage, SA | 754 | $23.4K | 0.00% | +754 | New |
| TD Waterhouse Canada Inc. | 930 | $30.5K | 0.00% | +930 | New |
| Police & Firemen's Retirement System of New Jersey | 1,167 | $36.2K | 0.00% | +1,167 | New |
| STRS Ohio | 1,200 | $37.2K | 0.00% | +1,200 | New |
| Citigroup Inc | 2,019 | $62.6K | 0.00% | −3,812−65.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,293 | $102.1K | 0.00% | +3,293 | New |
| New York State Common Retirement Fund | 3,400 | $105.4K | 0.00% | +3,400 | New |
| MetLife Investment Management | 3,733 | $115.8K | 0.00% | +3,733 | New |
| Wells Fargo & Company | 3,864 | $119.8K | 0.00% | +3,328+620.9% | Added |
| UBS Group AG | 4,545 | $140.9K | 0.00% | −3,714−45.0% | Reduced |
| JPMorgan Chase & Co | 4,777 | $148.1K | 0.00% | +4,777 | New |
| Logan Capital Management Inc | 4,951 | $153.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 5,217 | $161.8K | 0.00% | +3,167+154.5% | Added |
| Rhumbline Advisers | 5,736 | $177.9K | 0.00% | +5,736 | New |
| FMR LLC | 6,479 | $200.9K | 0.00% | +5,575+616.7% | Added |
| Advisor Group Holdings, Inc. | 6,921 | $214.6K | 0.00% | +6,921 | New |
| Lazard Asset Management LLC | 7,547 | $234.0K | 0.00% | −2,399−24.1% | Reduced |
| Nuveen, LLC | 7,837 | $243.0K | 0.00% | +7,837 | New |
| Corton Capital Inc. | 8,547 | $265.0K | 0.31% | +8,547 | New |
| Two Sigma Advisers, LP | 9,800 | $303.9K | 0.00% | +9,800 | New |
| Ritholtz Wealth Management | 10,011 | $310.5K | 0.01% | −5,686−36.2% | Reduced |
| Price T Rowe Associates Inc | 10,929 | $339.0K | 0.00% | +3,028+38.3% | Added |
| Invesco Ltd. | 11,105 | $344.4K | 0.00% | +364+3.4% | Added |
| Barclays PLC | 11,929 | $369.9K | 0.00% | −1,044−8.0% | Reduced |
| LSV Asset Management | 15,900 | $493.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 16,445 | $510.0K | 0.01% | −5,769−26.0% | Reduced |
| Charles Schwab Investment Management Inc | 17,974 | $557.4K | 0.00% | +17,974 | New |
| O'Shaughnessy Asset Management, LLC | 18,959 | $587.9K | 0.00% | −11,357−37.5% | Reduced |
| Royal Bank of Canada | 19,935 | $618.0K | 0.00% | +3,010+17.8% | Added |
| Susquehanna International Group, LLP | 20,171 | $625.5K | 0.00% | −99,754−83.2% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $645.1K | 0.10% | +20,804 | New |
| Empowered Funds, LLC | 29,010 | $899.6K | 0.01% | +2,461+9.3% | Added |
| Bank of New York Mellon Corp | 29,119 | $903.0K | 0.00% | +12,871+79.2% | Added |
| Goldman Sachs Group Inc | 32,015 | $992.8K | 0.00% | −26,703−45.5% | Reduced |
| Angel Oak Capital Advisors, LLC | 33,700 | $1.05M | 1.48% | +8,000+31.1% | Added |
| Two Sigma Investments, LP | 35,280 | $1.09M | 0.00% | +35,280 | New |
| Citadel Advisors LLC | 36,467 | $1.13M | 0.00% | +4,033+12.4% | Added |
| Millennium Management LLC | 36,731 | $1.14M | 0.00% | −103,855−73.9% | Reduced |
| Hillsdale Investment Management Inc. | 52,480 | $1.63M | 0.06% | +52,300+29,055.6% | Added |
| Morgan Stanley | 55,817 | $1.73M | 0.00% | +13,340+31.4% | Added |
| Pinnacle Holdings, LLC | 58,976 | $1.83M | 0.66% | 00.0% | Unchanged |
| Northern Trust Corp | 64,672 | $2.01M | 0.00% | +33,628+108.3% | Added |
| State Street Corp | 67,214 | $2.08M | 0.00% | +40,695+153.5% | Added |
| Bridgeway Capital Management, LLC | 70,378 | $2.18M | 0.05% | +2,461+3.6% | Added |
| American Century Companies Inc | 91,454 | $2.84M | 0.00% | +1,446+1.6% | Added |
| Acadian Asset Management LLC | 91,972 | $2.85M | 0.01% | +3,105+3.5% | Added |
| Fourthstone LLC | 95,617 | $2.97M | 0.58% | +95,617 | New |
| Arrowstreet Capital, Limited Partnership | 99,924 | $3.10M | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 119,937 | $3.72M | 0.63% | −4,302−3.5% | Reduced |
| Renaissance Technologies LLC | 122,095 | $3.79M | 0.01% | +9,200+8.1% | Added |
| Geode Capital Management, LLC | 139,939 | $4.34M | 0.00% | +74,032+112.3% | Added |
| De Lisle Partners LLP | 150,390 | $4.67M | 0.66% | +11,016+7.9% | Added |
| Gendell Jeffrey L | 178,352 | $5.53M | 0.15% | 00.0% | Unchanged |
| BlackRock, Inc. | 330,574 | $10.3M | 0.00% | +243,975+281.7% | Added |
| Vanguard Group Inc | 344,627 | $10.7M | 0.00% | +39,892+13.1% | Added |
| Dimensional Fund Advisors LP | 370,903 | $11.5M | 0.00% | −3,331−0.9% | Reduced |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −150,364−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −64,218−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,588−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −26,035−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,499−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −14,775−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,865−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,246−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −7,860−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −6,676−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |