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