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 2025
Institutional positions in First United Corp as of Sep 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
- 78
- +13 vs. Q2 2025
- Shares held
- 3.02M
- +13.6K (+0.5%) vs. Q2 2025
- Total value
- $111.1M
- +$17.8M (+19.1%) vs. Q2 2025
- New holders
- 18
- 19 more added
- Sold out
- 5
- 25 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $37 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $37 | 0.00% | +1 | New |
| Allworth Financial LP | 5 | $184 | 0.00% | +5 | New |
| Essential Partners LLC | 15 | $552 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 18 | $662 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $736 | 0.00% | +20 | New |
| Covestor Ltd | 33 | $1.00K | 0.00% | +33 | New |
| Citigroup Inc | 69 | $2.54K | 0.00% | −1,950−96.6% | Reduced |
| Amalgamated Bank | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 204 | $8.00K | 0.00% | +204 | New |
| AdvisorNet Financial, Inc | 225 | $8.27K | 0.00% | +225 | New |
| GWM Advisors LLC | 239 | $8.80K | 0.00% | +239 | New |
| California State Teachers Retirement System | 377 | $13.9K | 0.00% | +1+0.3% | Added |
| State of Wyoming | 385 | $14.2K | 0.00% | −61−13.7% | Reduced |
| Whittier Trust Co | 392 | $14.2K | 0.00% | +392 | New |
| Sterling Capital Management LLC | 415 | $15.3K | 0.00% | +252+154.6% | Added |
| Tower Research Capital LLC (TRC) | 430 | $15.8K | 0.00% | +357+489.0% | Added |
| Russell Investments Group, Ltd. | 499 | $18.3K | 0.00% | +499 | New |
| Legal & General Group Plc | 544 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 615 | $22.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 780 | $28.7K | 0.00% | −5,699−88.0% | Reduced |
| STRS Ohio | 1,200 | $44.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,524 | $56.0K | 0.00% | +770+102.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,189 | $80.5K | 0.00% | +1,022+87.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,829 | $104.0K | 0.00% | −464−14.1% | Reduced |
| Wealthspire Advisors, LLC | 3,000 | $110.3K | 0.00% | +3,000 | New |
| New York State Common Retirement Fund | 3,400 | $125.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,733 | $137.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,193 | $154.2K | 0.00% | −352−7.7% | Reduced |
| Wells Fargo & Company | 4,616 | $169.7K | 0.00% | +752+19.5% | Added |
| Logan Capital Management Inc | 4,951 | $182.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,996 | $183.7K | 0.00% | +4,996 | New |
| Bank of America Corp | 5,060 | $186.1K | 0.00% | −157−3.0% | Reduced |
| JPMorgan Chase & Co | 5,208 | $191.5K | 0.00% | +431+9.0% | Added |
| Citadel Advisors LLC | 5,709 | $209.9K | 0.00% | −30,758−84.3% | Reduced |
| Rhumbline Advisers | 5,727 | $210.6K | 0.00% | −9−0.2% | Reduced |
| Qube Research & Technologies Ltd | 6,503 | $239.1K | 0.00% | +6,503 | New |
| Susquehanna International Group, LLP | 6,754 | $248.3K | 0.00% | −13,417−66.5% | Reduced |
| Advisor Group Holdings, Inc. | 6,967 | $256.2K | 0.00% | +46+0.7% | Added |
| Millennium Management LLC | 7,727 | $284.1K | 0.00% | −29,004−79.0% | Reduced |
| Two Sigma Advisers, LP | 8,100 | $297.8K | 0.00% | −1,700−17.3% | Reduced |
| Invesco Ltd. | 8,105 | $298.0K | 0.00% | −3,000−27.0% | Reduced |
| Ritholtz Wealth Management | 8,434 | $310.1K | 0.01% | −1,577−15.8% | Reduced |
| Barclays PLC | 10,753 | $395.4K | 0.00% | −1,176−9.9% | Reduced |
| Price T Rowe Associates Inc | 10,929 | $402.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,245 | $413.5K | 0.00% | +11,245 | New |
| Nuveen, LLC | 13,347 | $490.8K | 0.00% | +5,510+70.3% | Added |
| O'Shaughnessy Asset Management, LLC | 14,273 | $524.8K | 0.00% | −4,686−24.7% | Reduced |
| Royal Bank of Canada | 15,144 | $557.0K | 0.00% | −4,791−24.0% | Reduced |
| LSV Asset Management | 15,900 | $585.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 17,974 | $660.9K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 20,197 | $742.6K | 0.00% | +20,197 | New |
| Trexquant Investment LP | 20,231 | $743.9K | 0.01% | +3,786+23.0% | Added |
| HoldCo Asset Management, L.P. | 20,804 | $765.0K | 0.08% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 25,180 | $925.9K | 0.54% | +25,180 | New |
| Angel Oak Capital Advisors, LLC | 27,700 | $1.02M | 0.80% | −6,000−17.8% | Reduced |
| Bank of New York Mellon Corp | 30,651 | $1.13M | 0.00% | +1,532+5.3% | Added |
| Two Sigma Investments, LP | 32,010 | $1.18M | 0.00% | −3,270−9.3% | Reduced |
| Empowered Funds, LLC | 32,576 | $1.20M | 0.01% | +3,566+12.3% | Added |
| TrueMark Investments, LLC | 34,857 | $1.28M | 0.22% | +34,857 | New |
| Morgan Stanley | 41,114 | $1.51M | 0.00% | −14,703−26.3% | Reduced |
| Goldman Sachs Group Inc | 47,867 | $1.76M | 0.00% | +15,852+49.5% | Added |
| Pinnacle Holdings, LLC | 58,976 | $2.17M | 0.76% | 00.0% | Unchanged |
| Northern Trust Corp | 60,475 | $2.22M | 0.00% | −4,197−6.5% | Reduced |
| Bridgeway Capital Management, LLC | 70,244 | $2.58M | 0.06% | −134−0.2% | Reduced |
| State Street Corp | 79,388 | $2.92M | 0.00% | +12,174+18.1% | Added |
| Acadian Asset Management LLC | 92,896 | $3.41M | 0.01% | +924+1.0% | Added |
| Arrowstreet Capital, Limited Partnership | 101,118 | $3.72M | 0.00% | +1,194+1.2% | Added |
| American Century Companies Inc | 102,729 | $3.78M | 0.00% | +11,275+12.3% | Added |
| Renaissance Technologies LLC | 117,595 | $4.32M | 0.01% | −4,500−3.7% | Reduced |
| Huber Capital Management LLC | 119,937 | $4.41M | 0.70% | 00.0% | Unchanged |
| Fourthstone LLC | 135,366 | $4.98M | 0.89% | +39,749+41.6% | Added |
| Geode Capital Management, LLC | 139,408 | $5.13M | 0.00% | −531−0.4% | Reduced |
| De Lisle Partners LLP | 150,390 | $5.52M | 0.68% | 00.0% | Unchanged |
| Gendell Jeffrey L | 178,352 | $6.56M | 0.12% | 00.0% | Unchanged |
| Vanguard Group Inc | 341,163 | $12.5M | 0.00% | −3,464−1.0% | Reduced |
| BlackRock, Inc. | 347,170 | $12.8M | 0.00% | +16,596+5.0% | Added |
| Dimensional Fund Advisors LP | 366,864 | $13.5M | 0.00% | −4,039−1.1% | Reduced |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −52,480−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,547−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,547−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −643−100.0% | Sold out |