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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −25−75.8% | Reduced |
| IFP Advisors, Inc | 1 | $37 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2 | $75 | 0.00% | −16−88.9% | Reduced |
| Rothschild Investment LLC | 2 | $75 | 0.00% | +2 | New |
| MAI Capital Management | 3 | $113 | 0.00% | +3 | New |
| Allworth Financial LP | 5 | $188 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6 | $225 | 0.00% | +6 | New |
| Essential Partners LLC | 12 | $449 | 0.00% | −3−20.0% | Reduced |
| Farther Finance Advisors, LLC | 13 | $487 | 0.00% | +13 | New |
| GAMMA Investing LLC | 64 | $2.40K | 0.00% | +64 | New |
| Citigroup Inc | 137 | $5.13K | 0.00% | +68+98.6% | Added |
| Amalgamated Bank | 189 | $7.00K | 0.00% | −17−8.3% | Reduced |
| CWM, LLC | 199 | $7.00K | 0.00% | −5−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 285 | $10.7K | 0.00% | −145−33.7% | Reduced |
| GWM Advisors LLC | 306 | $11.5K | 0.00% | +67+28.0% | Added |
| Sterling Capital Management LLC | 347 | $13.0K | 0.00% | −68−16.4% | Reduced |
| California State Teachers Retirement System | 370 | $13.9K | 0.00% | −7−1.9% | Reduced |
| Whittier Trust Co | 375 | $14.0K | 0.00% | −17−4.3% | Reduced |
| State of Wyoming | 394 | $14.8K | 0.00% | +9+2.3% | Added |
| AdvisorNet Financial, Inc | 395 | $14.8K | 0.00% | +170+75.6% | Added |
| State of Alaska, Department of Revenue | 486 | $18.0K | 0.00% | +486 | New |
| Legal & General Group Plc | 544 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 615 | $23.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 732 | $27.4K | 0.00% | +233+46.7% | Added |
| FMR LLC | 741 | $27.7K | 0.00% | −39−5.0% | Reduced |
| Kestra Advisory Services, LLC | 1,016 | $38.0K | 0.00% | +1,016 | New |
| STRS Ohio | 1,200 | $44.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,201 | $45.0K | 0.00% | −988−45.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,360 | $50.9K | 0.00% | −164−10.8% | Reduced |
| UBS Group AG | 2,017 | $75.5K | 0.00% | −2,176−51.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,796 | $104.7K | 0.00% | −33−1.2% | Reduced |
| New York State Common Retirement Fund | 3,400 | $127.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,473 | $130.0K | 0.00% | −1,735−33.3% | Reduced |
| MetLife Investment Management | 3,733 | $139.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,683 | $175.3K | 0.00% | −1,044−18.2% | Reduced |
| Deutsche Bank AG | 4,996 | $187.1K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,400 | $202.2K | 0.00% | +5,400 | New |
| CI Private Wealth, LLC | 5,484 | $205.3K | 0.00% | +5,484 | New |
| AQR Capital Management LLC | 5,731 | $214.6K | 0.00% | +5,731 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,148 | $230.2K | 0.00% | +6,148 | New |
| Wells Fargo & Company | 6,750 | $252.7K | 0.00% | +2,134+46.2% | Added |
| Advisor Group Holdings, Inc. | 7,018 | $262.8K | 0.00% | +51+0.7% | Added |
| Ritholtz Wealth Management | 7,104 | $266.0K | 0.00% | −1,330−15.8% | Reduced |
| Wealthspire Advisors, LLC | 7,113 | $266.3K | 0.00% | +4,113+137.1% | Added |
| HSBC Holdings PLC | 7,980 | $301.3K | 0.00% | +7,980 | New |
| Bank of America Corp | 8,095 | $303.1K | 0.00% | +3,035+60.0% | Added |
| O'Shaughnessy Asset Management, LLC | 10,286 | $385.1K | 0.00% | −3,987−27.9% | Reduced |
| Price T Rowe Associates Inc | 11,672 | $437.0K | 0.00% | +743+6.8% | Added |
| Squarepoint Ops LLC | 12,211 | $457.2K | 0.00% | +12,211 | New |
| Two Sigma Advisers, LP | 12,500 | $468.0K | 0.00% | +4,400+54.3% | Added |
| Nuveen, LLC | 13,347 | $499.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,389 | $501.3K | 0.00% | +2,144+19.1% | Added |
| Royal Bank of Canada | 15,279 | $572.0K | 0.00% | +135+0.9% | Added |
| Qube Research & Technologies Ltd | 15,690 | $587.4K | 0.00% | +9,187+141.3% | Added |
| Barclays PLC | 17,269 | $646.6K | 0.00% | +6,516+60.6% | Added |
| Trexquant Investment LP | 17,525 | $656.1K | 0.01% | −2,706−13.4% | Reduced |
| Charles Schwab Investment Management Inc | 17,974 | $672.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,949 | $695.2K | 0.00% | +19,949 | New |
| HoldCo Asset Management, L.P. | 20,804 | $778.9K | 0.06% | 00.0% | Unchanged |
| LSV Asset Management | 21,000 | $786.0K | 0.00% | +5,100+32.1% | Added |
| Angel Oak Capital Advisors, LLC | 23,700 | $887.3K | 1.29% | −4,000−14.4% | Reduced |
| SummerHaven Investment Management, LLC | 25,180 | $942.7K | 0.54% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,134 | $1.02M | 0.00% | −3,517−11.5% | Reduced |
| Citadel Advisors LLC | 32,755 | $1.23M | 0.00% | +27,046+473.7% | Added |
| Empowered Funds, LLC | 35,869 | $1.34M | 0.02% | +3,293+10.1% | Added |
| Daytona Street Capital LLC | 37,130 | $1.39M | 1.14% | +37,130 | New |
| Fourthstone LLC | 37,500 | $1.40M | 0.26% | −97,866−72.3% | Reduced |
| Two Sigma Investments, LP | 38,771 | $1.45M | 0.00% | +6,761+21.1% | Added |
| Morgan Stanley | 43,995 | $1.65M | 0.00% | +2,881+7.0% | Added |
| Marshall Wace, LLP | 44,047 | $1.65M | 0.00% | +23,850+118.1% | Added |
| Goldman Sachs Group Inc | 47,723 | $1.79M | 0.00% | −144−0.3% | Reduced |
| Northern Trust Corp | 57,298 | $2.15M | 0.00% | −3,177−5.3% | Reduced |
| Pinnacle Holdings, LLC | 58,976 | $2.21M | 0.75% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 73,537 | $2.75M | 0.06% | +3,293+4.7% | Added |
| State Street Corp | 85,376 | $3.20M | 0.00% | +5,988+7.5% | Added |
| Acadian Asset Management LLC | 93,712 | $3.51M | 0.01% | +816+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 101,118 | $3.79M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 108,395 | $4.06M | 0.01% | −9,200−7.8% | Reduced |
| American Century Companies Inc | 110,128 | $4.12M | 0.00% | +7,399+7.2% | Added |
| Huber Capital Management LLC | 119,937 | $4.49M | 0.66% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 139,153 | $5.21M | 0.00% | −255−0.2% | Reduced |
| De Lisle Partners LLP | 155,390 | $5.80M | 0.75% | +5,000+3.3% | Added |
| Gendell Jeffrey L | 178,352 | $6.68M | 0.12% | 00.0% | Unchanged |
| Vanguard Group Inc | 343,288 | $12.9M | 0.00% | +2,125+0.6% | Added |
| Dimensional Fund Advisors LP | 362,529 | $13.6M | 0.00% | −4,335−1.2% | Reduced |
| BlackRock, Inc. | 387,019 | $14.5M | 0.00% | +39,849+11.5% | Added |
| 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 |