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First United Corp

FUNC
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0000763907

In the last 90 days, First United Corp insiders filed 3 open-market purchases and 1 sale; 89 institutions reported holding it in 13F filings for Q2 2026, worth $140.8M in total; no superinvestor holds it.

13F holders, Q3 2026

Institutional positions in First United Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
39
+4 vs. Q2 2026
Shares held
822.4K
−1.34K (−0.2%) vs. Q2 2026
Total value
$35.2M
−$1.14M (−3.1%) vs. Q2 2026
New holders
7
14 more added
Sold out
3
8 more reduced

54 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 41 institutionsQ2 2021: 39 institutionsQ3 2021: 36 institutionsQ4 2021: 32 institutionsQ1 2022: 33 institutionsQ2 2022: 35 institutionsQ3 2022: 37 institutionsQ4 2022: 38 institutionsQ1 2023: 36 institutionsQ2 2023: 36 institutionsQ3 2023: 35 institutionsQ4 2023: 42 institutionsQ1 2024: 47 institutionsQ2 2024: 42 institutionsQ3 2024: 52 institutionsQ4 2024: 55 institutionsQ1 2025: 55 institutionsQ2 2025: 65 institutionsQ3 2025: 78 institutionsQ4 2025: 86 institutionsQ1 2026: 88 institutionsQ2 2026: 89 institutions
Value held
Q1 2021: $40.1MQ2 2021: $35.4MQ3 2021: $36.3MQ4 2021: $36.2MQ1 2022: $44.9MQ2 2022: $38.9MQ3 2022: $34.8MQ4 2022: $41.2MQ1 2023: $34.9MQ2 2023: $30.2MQ3 2023: $34.3MQ4 2023: $51.9MQ1 2024: $56.1MQ2 2024: $50.3MQ3 2024: $81.4MQ4 2024: $95.5MQ1 2025: $85.1MQ2 2025: $93.3MQ3 2025: $111.1MQ4 2025: $115.6MQ1 2026: $112.0MQ2 2026: $140.8M
Institutions holding FUNC and their total value by quarter
QuarterHoldersValue
Q2 202689$140.8M
Q1 202688$112.0M
Q4 202586$115.6M
Q3 202578$111.1M
Q2 202565$93.3M
Q1 202555$85.1M
Q4 202455$95.5M
Q3 202452$81.4M
Q2 202442$50.3M
Q1 202447$56.1M
Q4 202342$51.9M
Q3 202335$34.3M
Q2 202336$30.2M
Q1 202336$34.9M
Q4 202238$41.2M
Q3 202237$34.8M
Q2 202235$38.9M
Q1 202233$44.9M
Q4 202132$36.2M
Q3 202136$36.3M
Q2 202139$35.4M
Q1 202141$40.1M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q2 2026.

Institutions holding FUNC in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Dimensional Fund Advisors LP363,672$15.6M0.00%+1,756+0.5%Added
Geode Capital Management, LLC149,585$6.40M0.00%−2,117−1.4%Reduced
Acadian Asset Management LLC115,588$4.94M0.01%+8,744+8.2%Added
Daytona Street Capital LLC37,130$1.61M1.14%00.0%Unchanged
LSV Asset Management27,200$1.16M0.00%+3,200+13.3%Added
Bank of New York Mellon Corp24,910$1.07M0.00%−666−2.6%Reduced
Squarepoint Ops LLC15,753$673.8K0.00%+4,653+41.9%Added
Los Angeles Capital Management LLC14,771$631.8K0.00%00.0%Unchanged
Nuveen, LLC12,544$536.5K0.00%+559+4.7%Added
Barclays PLC11,028$471.7K0.00%+850+8.4%Added
Trail Ridge Investment Advisors, LLC8,021$343.1K0.15%+3,073+62.1%Added
Rhumbline Advisers7,511$321.2K0.00%+2,924+63.7%Added
Connor, Clark & Lunn Investment Management Ltd.6,299$269.4K0.00%00.0%Unchanged
Ritholtz Wealth Management5,522$236.2K0.00%−291−5.0%Reduced
SeaCrest Wealth Management, LLC4,732$202.4K0.02%00.0%Unchanged
Deutsche Bank AG4,698$200.9K0.00%−652−12.2%Reduced
UBS Group AG3,705$158.5K0.00%+1,706+85.3%Added
Russell Investments Group, Ltd.3,572$152.8K0.00%−3−0.1%Reduced
STRS Ohio2,100$89.8K0.00%+600+40.0%Added
Police & Firemen's Retirement System of New Jersey1,311$56.1K0.00%−922−41.3%Reduced
FMR LLC744$31.8K0.00%+3+0.4%Added
Jacobi Capital Management LLC557$23.8K0.00%+557New
State of Alaska, Department of Revenue486$20.0K0.00%00.0%Unchanged
Citigroup Inc445$19.0K0.00%−2,365−84.2%Reduced
State of Wyoming268$11.5K0.00%+268New
Sterling Capital Management LLC120$5.13K0.00%−3−2.4%Reduced
GAMMA Investing LLC45$1.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.28$1.20K0.00%+28New
Allworth Financial LP18$7940.00%00.0%Unchanged
Global Retirement Partners, LLC18$7700.00%+18New
Farther Finance Advisors, LLC14$5990.00%+4+40.0%Added
EverSource Wealth Advisors, LLC9$3850.00%+3+50.0%Added
Rothschild Investment LLC8$3420.00%+1+14.3%Added
Essential Partners LLC7$2990.00%00.0%Unchanged
The PNC Financial Services Group, Inc.6$2570.00%00.0%Unchanged
Root Financial Partners, LLC6$2570.00%+6New
GK Wealth Management LLC4$1540.00%+4New
IFP Advisors, Inc3$1280.00%00.0%Unchanged
Hughes Financial Services, LLC1$460.00%+1New
Covestor Ltd0$00.00%−7−100.0%Sold out
SummerHaven Investment Management, LLC0$00.00%−22,372−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−896−100.0%Sold out
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
Gendell Jeffrey L––––Not filed
De Lisle Partners LLP––––Not filed
Huber Capital Management LLC––––Not filed
American Century Companies Inc––––Not filed
Renaissance Technologies LLC––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
State Street Corp––––Not filed
Bridgeway Capital Management, LLC––––Not filed
Northern Trust Corp––––Not filed
Goldman Sachs Group Inc––––Not filed
Pinnacle Holdings, LLC––––Not filed
Morgan Stanley––––Not filed
Two Sigma Investments, LP––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Empowered Funds, LLC––––Not filed
Marshall Wace, LLP––––Not filed
Qube Research & Technologies Ltd––––Not filed
Martingale Asset Management L P––––Not filed
HoldCo Asset Management, L.P.––––Not filed
Citadel Advisors LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Angel Oak Capital Advisors, LLC––––Not filed
Royal Bank of Canada––––Not filed
Trexquant Investment LP––––Not filed
Price T Rowe Associates Inc––––Not filed
HSBC Holdings PLC––––Not filed
Prudential Financial Inc––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
AQR Capital Management LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Millennium Management LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Lazard Asset Management LLC––––Not filed
Canada Pension Plan Investment Board––––Not filed
Wells Fargo & Company––––Not filed
Logan Capital Management Inc––––Not filed
Bank of America Corp––––Not filed
MetLife Investment Management––––Not filed
New York State Common Retirement Fund––––Not filed
JPMorgan Chase & Co––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Vanguard Global Advisers, LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Legal & General Group Plc––––Not filed
California State Teachers Retirement System––––Not filed
Quarry LP––––Not filed
SRS Capital Advisors, Inc.––––Not filed
UBS Asset Management Americas Inc––––Not filed
Rockefeller Capital Management L.P.––––Not filed