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, Q4 2025
Institutional positions in First United Corp as of Dec 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
- 86
- +8 vs. Q3 2025
- Shares held
- 3.09M
- +68.6K (+2.3%) vs. Q3 2025
- Total value
- $115.6M
- +$4.54M (+4.1%) vs. Q3 2025
- New holders
- 15
- 28 more added
- Sold out
- 7
- 27 more reduced
Compare with Q3 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 | $116.1M |
| Q3 2025 | 78 | $111.3M |
| Q2 2025 | 65 | $93.9M |
| Q1 2025 | 55 | $85.1M |
| Q4 2024 | 55 | $95.5M |
| Q3 2024 | 52 | $81.5M |
| Q2 2024 | 42 | $50.3M |
| Q1 2024 | 47 | $57.5M |
| Q4 2023 | 42 | $52.4M |
| 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 | $36.3M |
| Q3 2021 | 36 | $36.3M |
| Q2 2021 | 39 | $35.4M |
| Q1 2021 | 41 | $40.1M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 387,019 | $14.5M | 0.00% | +39,849+11.5% | Added |
| Dimensional Fund Advisors LP | 362,529 | $13.6M | 0.00% | −4,335−1.2% | Reduced |
| Vanguard Group Inc | 343,288 | $12.9M | 0.00% | +2,125+0.6% | Added |
| Gendell Jeffrey L | 178,352 | $6.68M | 0.12% | 00.0% | Unchanged |
| De Lisle Partners LLP | 155,390 | $5.80M | 0.75% | +5,000+3.3% | Added |
| Geode Capital Management, LLC | 139,153 | $5.21M | 0.00% | −255−0.2% | Reduced |
| Huber Capital Management LLC | 119,937 | $4.49M | 0.66% | 00.0% | Unchanged |
| American Century Companies Inc | 110,128 | $4.12M | 0.00% | +7,399+7.2% | Added |
| Renaissance Technologies LLC | 108,395 | $4.06M | 0.01% | −9,200−7.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 101,118 | $3.79M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 93,712 | $3.51M | 0.01% | +816+0.9% | Added |
| State Street Corp | 85,376 | $3.20M | 0.00% | +5,988+7.5% | Added |
| Bridgeway Capital Management, LLC | 73,537 | $2.75M | 0.06% | +3,293+4.7% | Added |
| Pinnacle Holdings, LLC | 58,976 | $2.21M | 0.75% | 00.0% | Unchanged |
| Northern Trust Corp | 57,298 | $2.15M | 0.00% | −3,177−5.3% | Reduced |
| Goldman Sachs Group Inc | 47,723 | $1.79M | 0.00% | −144−0.3% | Reduced |
| Marshall Wace, LLP | 44,047 | $1.65M | 0.00% | +23,850+118.1% | Added |
| Morgan Stanley | 43,995 | $1.65M | 0.00% | +2,881+7.0% | Added |
| Two Sigma Investments, LP | 38,771 | $1.45M | 0.00% | +6,761+21.1% | Added |
| Fourthstone LLC | 37,500 | $1.40M | 0.26% | −97,866−72.3% | Reduced |
| Daytona Street Capital LLC | 37,130 | $1.39M | 1.08% | +37,130 | New |
| Empowered Funds, LLC | 35,869 | $1.34M | 0.02% | +3,293+10.1% | Added |
| Citadel Advisors LLC | 32,755 | $1.23M | 0.00% | +27,046+473.7% | Added |
| Bank of New York Mellon Corp | 27,134 | $1.02M | 0.00% | −3,517−11.5% | Reduced |
| SummerHaven Investment Management, LLC | 25,180 | $942.7K | 0.54% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 23,700 | $887.3K | 1.29% | −4,000−14.4% | Reduced |
| LSV Asset Management | 21,000 | $786.0K | 0.00% | +5,100+32.1% | Added |
| HoldCo Asset Management, L.P. | 20,804 | $778.9K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,949 | $695.2K | 0.00% | +19,949 | New |
| Charles Schwab Investment Management Inc | 17,974 | $672.9K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 17,525 | $656.1K | 0.01% | −2,706−13.4% | Reduced |
| Barclays PLC | 17,269 | $646.6K | 0.00% | +6,516+60.6% | Added |
| Qube Research & Technologies Ltd | 15,690 | $587.4K | 0.00% | +9,187+141.3% | Added |
| Royal Bank of Canada | 15,279 | $572.0K | 0.00% | +135+0.9% | Added |
| Jane Street Group, LLC | 13,389 | $501.3K | 0.00% | +2,144+19.1% | Added |
| Nuveen, LLC | 13,347 | $499.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 12,500 | $468.0K | 0.00% | +4,400+54.3% | Added |
| Squarepoint Ops LLC | 12,211 | $457.2K | 0.00% | +12,211 | New |
| Price T Rowe Associates Inc | 11,672 | $437.0K | 0.00% | +743+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 10,286 | $385.1K | 0.00% | −3,987−27.9% | Reduced |
| Bank of America Corp | 8,095 | $303.1K | 0.00% | +3,035+60.0% | Added |
| HSBC Holdings PLC | 7,980 | $301.3K | 0.00% | +7,980 | New |
| Wealthspire Advisors, LLC | 7,113 | $266.3K | 0.00% | +4,113+137.1% | Added |
| Ritholtz Wealth Management | 7,104 | $266.0K | 0.00% | −1,330−15.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,018 | $262.8K | 0.00% | +51+0.7% | Added |
| Wells Fargo & Company | 6,750 | $252.7K | 0.00% | +2,134+46.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,148 | $230.2K | 0.00% | +6,148 | New |
| AQR Capital Management LLC | 5,731 | $214.6K | 0.00% | +5,731 | New |
| CI Private Wealth, LLC | 5,484 | $205.3K | 0.00% | +5,484 | New |
| Canada Pension Plan Investment Board | 5,400 | $202.2K | 0.00% | +5,400 | New |
| Deutsche Bank AG | 4,996 | $187.1K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,683 | $175.3K | 0.00% | −1,044−18.2% | Reduced |
| MetLife Investment Management | 3,733 | $139.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,473 | $130.0K | 0.00% | −1,735−33.3% | Reduced |
| New York State Common Retirement Fund | 3,400 | $127.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,796 | $104.7K | 0.00% | −33−1.2% | Reduced |
| UBS Group AG | 2,017 | $75.5K | 0.00% | −2,176−51.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,360 | $50.9K | 0.00% | −164−10.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,201 | $45.0K | 0.00% | −988−45.1% | Reduced |
| STRS Ohio | 1,200 | $44.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,016 | $38.0K | 0.00% | +1,016 | New |
| FMR LLC | 741 | $27.7K | 0.00% | −39−5.0% | Reduced |
| Russell Investments Group, Ltd. | 732 | $27.4K | 0.00% | +233+46.7% | Added |
| Ameritas Investment Partners, Inc. | 615 | $23.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 544 | $20.4K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 486 | $18.0K | 0.00% | +486 | New |
| AdvisorNet Financial, Inc | 395 | $14.8K | 0.00% | +170+75.6% | Added |
| State of Wyoming | 394 | $14.8K | 0.00% | +9+2.3% | Added |
| Whittier Trust Co | 375 | $14.0K | 0.00% | −17−4.3% | Reduced |
| California State Teachers Retirement System | 370 | $13.9K | 0.00% | −7−1.9% | Reduced |
| Sterling Capital Management LLC | 347 | $13.0K | 0.00% | −68−16.4% | Reduced |
| GWM Advisors LLC | 306 | $11.5K | 0.00% | +67+28.0% | Added |
| Tower Research Capital LLC (TRC) | 285 | $10.7K | 0.00% | −145−33.7% | Reduced |
| Amalgamated Bank | 189 | $7.00K | 0.00% | −17−8.3% | Reduced |
| CWM, LLC | 199 | $7.00K | 0.00% | −5−2.5% | Reduced |
| Citigroup Inc | 137 | $5.13K | 0.00% | +68+98.6% | Added |
| GAMMA Investing LLC | 64 | $2.40K | 0.00% | +64 | New |
| Farther Finance Advisors, LLC | 13 | $487 | 0.00% | +13 | New |
| Essential Partners LLC | 12 | $449 | 0.00% | −3−20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6 | $225 | 0.00% | +6 | New |
| Allworth Financial LP | 5 | $188 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3 | $113 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 2 | $75 | 0.00% | −16−88.9% | Reduced |
| Rothschild Investment LLC | 2 | $75 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −25−75.8% | Reduced |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −34,857−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −8,105−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,727−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,754−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |