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 2026
Institutional positions in First United Corp as of Mar 31, 2026. 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
- 88
- +3 vs. Q4 2025
- Shares held
- 3.06M
- +309.7K (+11.3%) vs. Q4 2025
- Total value
- $112.0M
- +$9.25M (+9.0%) vs. Q4 2025
- New holders
- 11
- 26 more added
- Sold out
- 8
- 35 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 390,913 | $14.3M | 0.00% | +3,894+1.0% | Added |
| Dimensional Fund Advisors LP | 360,942 | $13.2M | 0.00% | −1,587−0.4% | Reduced |
| Vanguard Capital Management LLC | 268,957 | $9.85M | 0.00% | +268,957 | New |
| Gendell Jeffrey L | 178,352 | $6.53M | 0.09% | 00.0% | Unchanged |
| De Lisle Partners LLP | 164,390 | $6.03M | 0.72% | +9,000+5.8% | Added |
| Geode Capital Management, LLC | 139,568 | $5.12M | 0.00% | +415+0.3% | Added |
| Huber Capital Management LLC | 119,937 | $4.39M | 0.68% | 00.0% | Unchanged |
| American Century Companies Inc | 113,360 | $4.15M | 0.00% | +3,232+2.9% | Added |
| Renaissance Technologies LLC | 103,595 | $3.80M | 0.01% | −4,800−4.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 100,571 | $3.68M | 0.00% | −547−0.5% | Reduced |
| Acadian Asset Management LLC | 94,706 | $3.47M | 0.00% | +994+1.1% | Added |
| State Street Corp | 87,356 | $3.20M | 0.00% | +1,980+2.3% | Added |
| Bridgeway Capital Management, LLC | 75,780 | $2.78M | 0.06% | +2,243+3.1% | Added |
| Goldman Sachs Group Inc | 64,263 | $2.35M | 0.00% | +16,540+34.7% | Added |
| Northern Trust Corp | 59,483 | $2.18M | 0.00% | +2,185+3.8% | Added |
| Pinnacle Holdings, LLC | 58,976 | $2.16M | 0.70% | 00.0% | Unchanged |
| Morgan Stanley | 53,660 | $1.97M | 0.00% | +9,665+22.0% | Added |
| Empowered Funds, LLC | 38,112 | $1.40M | 0.01% | +2,243+6.3% | Added |
| Vanguard Fiduciary Trust Co | 37,945 | $1.39M | 0.00% | +37,945 | New |
| Daytona Street Capital LLC | 37,130 | $1.39M | 1.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 37,757 | $1.38M | 0.00% | −1,014−2.6% | Reduced |
| Vanguard Portfolio Management LLC | 34,765 | $1.27M | 0.00% | +34,765 | New |
| Qube Research & Technologies Ltd | 28,785 | $1.05M | 0.00% | +13,095+83.5% | Added |
| Marshall Wace, LLP | 28,620 | $1.05M | 0.00% | −15,427−35.0% | Reduced |
| Bank of New York Mellon Corp | 23,989 | $879.0K | 0.00% | −3,145−11.6% | Reduced |
| Angel Oak Capital Advisors, LLC | 23,700 | $868.4K | 0.96% | 00.0% | Unchanged |
| Citadel Advisors LLC | 23,149 | $848.2K | 0.00% | −9,606−29.3% | Reduced |
| LSV Asset Management | 22,706 | $832.0K | 0.00% | +1,706+8.1% | Added |
| Martingale Asset Management L P | 22,611 | $828.5K | 0.02% | +22,611 | New |
| SummerHaven Investment Management, LLC | 22,372 | $819.7K | 0.50% | −2,808−11.2% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $762.3K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,277 | $706.3K | 0.00% | −672−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 15,923 | $583.4K | 0.00% | −2,051−11.4% | Reduced |
| Royal Bank of Canada | 15,181 | $557.0K | 0.00% | −98−0.6% | Reduced |
| Squarepoint Ops LLC | 14,445 | $529.3K | 0.00% | +2,234+18.3% | Added |
| Trexquant Investment LP | 12,516 | $458.6K | 0.00% | −5,009−28.6% | Reduced |
| HSBC Holdings PLC | 11,508 | $426.6K | 0.00% | +3,528+44.2% | Added |
| Barclays PLC | 10,809 | $396.0K | 0.00% | −6,460−37.4% | Reduced |
| Price T Rowe Associates Inc | 10,672 | $392.0K | 0.00% | −1,000−8.6% | Reduced |
| Millennium Management LLC | 9,418 | $345.1K | 0.00% | +9,418 | New |
| O'Shaughnessy Asset Management, LLC | 8,495 | $311.3K | 0.00% | −1,791−17.4% | Reduced |
| Prudential Financial Inc | 7,445 | $272.8K | 0.00% | +7,445 | New |
| Advisor Group Holdings, Inc. | 7,065 | $258.9K | 0.00% | +47+0.7% | Added |
| Ritholtz Wealth Management | 6,907 | $253.1K | 0.00% | −197−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,299 | $230.8K | 0.00% | +151+2.5% | Added |
| Bank of America Corp | 6,288 | $230.4K | 0.00% | −1,807−22.3% | Reduced |
| Nuveen, LLC | 5,902 | $216.2K | 0.00% | −7,445−55.8% | Reduced |
| Wealthspire Advisors, LLC | 5,742 | $210.4K | 0.00% | −1,371−19.3% | Reduced |
| CI Private Wealth, LLC | 5,479 | $200.8K | 0.00% | −5−0.1% | Reduced |
| Deutsche Bank AG | 4,773 | $174.9K | 0.00% | −223−4.5% | Reduced |
| Rhumbline Advisers | 4,486 | $164.4K | 0.00% | −197−4.2% | Reduced |
| MetLife Investment Management | 3,733 | $136.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,400 | $124.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,864 | $104.9K | 0.00% | +68+2.4% | Added |
| UBS Group AG | 2,463 | $90.2K | 0.00% | +446+22.1% | Added |
| JPMorgan Chase & Co | 2,447 | $90.0K | 0.00% | −1,026−29.5% | Reduced |
| Wells Fargo & Company | 2,277 | $83.4K | 0.00% | −4,473−66.3% | Reduced |
| Vanguard Global Advisers, LLC | 2,250 | $82.4K | 0.00% | +2,250 | New |
| Tower Research Capital LLC (TRC) | 1,672 | $61.3K | 0.00% | +1,387+486.7% | Added |
| BNP Paribas Arbitrage, SA | 1,290 | $47.3K | 0.00% | −70−5.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,201 | $44.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,200 | $44.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 896 | $32.8K | 0.00% | +501+126.8% | Added |
| FMR LLC | 737 | $27.0K | 0.00% | −4−0.5% | Reduced |
| Russell Investments Group, Ltd. | 704 | $25.8K | 0.00% | −28−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 615 | $22.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 544 | $19.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 486 | $17.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 326 | $11.9K | 0.00% | −44−11.9% | Reduced |
| State of Wyoming | 299 | $11.0K | 0.00% | −95−24.1% | Reduced |
| Citigroup Inc | 280 | $10.3K | 0.00% | +143+104.4% | Added |
| CWM, LLC | 215 | $7.88K | 0.00% | +16+8.0% | Added |
| Sterling Capital Management LLC | 199 | $7.29K | 0.00% | −148−42.7% | Reduced |
| GWM Advisors LLC | 67 | $2.44K | 0.00% | −239−78.1% | Reduced |
| GAMMA Investing LLC | 45 | $1.65K | 0.00% | −19−29.7% | Reduced |
| UBS Asset Management Americas Inc | 30 | $1.10K | 0.00% | +30 | New |
| Rockefeller Capital Management L.P. | 30 | $1.10K | 0.00% | +30 | New |
| Evergreen Advisors, LLC | 23 | $843 | 0.00% | +23 | New |
| Essential Partners LLC | 11 | $403 | 0.00% | −1−8.3% | Reduced |
| Farther Finance Advisors, LLC | 9 | $331 | 0.00% | −4−30.8% | Reduced |
| Allworth Financial LP | 8 | $294 | 0.00% | +3+60.0% | Added |
| The PNC Financial Services Group, Inc. | 6 | $220 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $184 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 5 | $183 | 0.00% | +3+150.0% | Added |
| MAI Capital Management | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3 | $110 | 0.00% | +3 | New |
| IFP Advisors, Inc | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −3−37.5% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,389−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −5,731−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |