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, Q2 2026
Institutional positions in First United Corp as of Jun 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
- Institutional holders
- 89
- +2 vs. Q1 2026
- Shares held
- 3.19M
- +136.4K (+4.5%) vs. Q1 2026
- Total value
- $140.8M
- +$28.8M (+25.7%) vs. Q1 2026
- New holders
- 8
- 37 more added
- Sold out
- 6
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding First United Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | +2+40.0% | Added |
| IFP Advisors, Inc | 3 | $132 | 0.00% | +2+200.0% | Added |
| EverSource Wealth Advisors, LLC | 6 | $264 | 0.00% | +1+20.0% | Added |
| The PNC Financial Services Group, Inc. | 6 | $265 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $309 | 0.00% | −4−36.4% | Reduced |
| Rothschild Investment LLC | 7 | $309 | 0.00% | +2+40.0% | Added |
| Farther Finance Advisors, LLC | 10 | $445 | 0.00% | +1+11.1% | Added |
| Allworth Financial LP | 18 | $794 | 0.00% | +10+125.0% | Added |
| UBS Asset Management Americas Inc | 30 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 30 | $1.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $1.46K | 0.00% | +33 | New |
| Quarry LP | 34 | $1.50K | 0.00% | +34 | New |
| GAMMA Investing LLC | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 84 | $3.71K | 0.00% | −242−74.2% | Reduced |
| Sterling Capital Management LLC | 123 | $5.43K | 0.00% | −76−38.2% | Reduced |
| State of Alaska, Department of Revenue | 486 | $21.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 544 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 615 | $27.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 741 | $32.7K | 0.00% | +4+0.5% | Added |
| Tower Research Capital LLC (TRC) | 758 | $33.4K | 0.00% | −914−54.7% | Reduced |
| AdvisorNet Financial, Inc | 896 | $39.5K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,500 | $66.2K | 0.00% | +300+25.0% | Added |
| UBS Group AG | 1,999 | $88.2K | 0.00% | −464−18.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,109 | $93.0K | 0.00% | +819+63.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,233 | $98.5K | 0.00% | +1,032+85.9% | Added |
| Vanguard Global Advisers, LLC | 2,250 | $99.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,803 | $123.6K | 0.00% | −61−2.1% | Reduced |
| Citigroup Inc | 2,810 | $123.9K | 0.00% | +2,530+903.6% | Added |
| JPMorgan Chase & Co | 2,872 | $129.0K | 0.00% | +425+17.4% | Added |
| New York State Common Retirement Fund | 3,400 | $150.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,575 | $157.7K | 0.00% | +2,871+407.8% | Added |
| MetLife Investment Management | 3,733 | $164.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,562 | $201.2K | 0.00% | −1,726−27.4% | Reduced |
| Rhumbline Advisers | 4,587 | $202.3K | 0.00% | +101+2.3% | Added |
| SeaCrest Wealth Management, LLC | 4,732 | $208.7K | 0.02% | +4,732 | New |
| Trail Ridge Investment Advisors, LLC | 4,948 | $218.3K | 0.09% | +4,948 | New |
| Logan Capital Management Inc | 4,951 | $218.4K | 0.01% | +4,951 | New |
| Wells Fargo & Company | 5,100 | $225.0K | 0.00% | +2,823+124.0% | Added |
| Deutsche Bank AG | 5,350 | $236.0K | 0.00% | +577+12.1% | Added |
| Canada Pension Plan Investment Board | 5,400 | $238.2K | 0.00% | +5,400 | New |
| Lazard Asset Management LLC | 5,595 | $246.8K | 0.00% | +5,595 | New |
| Wealthspire Advisors, LLC | 5,742 | $253.3K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,813 | $256.4K | 0.00% | −1,094−15.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,299 | $277.8K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 6,951 | $306.6K | 0.00% | −2,467−26.2% | Reduced |
| Advisor Group Holdings, Inc. | 7,114 | $313.8K | 0.00% | +49+0.7% | Added |
| AQR Capital Management LLC | 7,676 | $338.6K | 0.00% | +7,676 | New |
| O'Shaughnessy Asset Management, LLC | 7,781 | $343.2K | 0.00% | −714−8.4% | Reduced |
| Prudential Financial Inc | 8,125 | $358.4K | 0.00% | +680+9.1% | Added |
| Barclays PLC | 10,178 | $449.0K | 0.00% | −631−5.8% | Reduced |
| Squarepoint Ops LLC | 11,100 | $489.6K | 0.00% | −3,345−23.2% | Reduced |
| HSBC Holdings PLC | 11,484 | $502.0K | 0.00% | −24−0.2% | Reduced |
| Price T Rowe Associates Inc | 11,619 | $513.0K | 0.00% | +947+8.9% | Added |
| Nuveen, LLC | 11,985 | $528.7K | 0.00% | +6,083+103.1% | Added |
| Trexquant Investment LP | 12,058 | $531.9K | 0.00% | −458−3.7% | Reduced |
| Royal Bank of Canada | 13,149 | $580.0K | 0.00% | −2,032−13.4% | Reduced |
| Los Angeles Capital Management LLC | 14,771 | $651.5K | 0.00% | −4,506−23.4% | Reduced |
| Angel Oak Capital Advisors, LLC | 17,000 | $749.9K | 0.95% | −6,700−28.3% | Reduced |
| Charles Schwab Investment Management Inc | 17,651 | $778.6K | 0.00% | +1,728+10.9% | Added |
| Citadel Advisors LLC | 19,928 | $879.0K | 0.00% | −3,221−13.9% | Reduced |
| HoldCo Asset Management, L.P. | 20,804 | $917.7K | 0.06% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 22,372 | $986.8K | 0.53% | 00.0% | Unchanged |
| Martingale Asset Management L P | 22,613 | $997.5K | 0.02% | +20.0% | Added |
| Qube Research & Technologies Ltd | 23,343 | $1.03M | 0.00% | −5,442−18.9% | Reduced |
| LSV Asset Management | 24,000 | $1.06M | 0.00% | +1,294+5.7% | Added |
| Bank of New York Mellon Corp | 25,576 | $1.13M | 0.00% | +1,587+6.6% | Added |
| Marshall Wace, LLP | 29,242 | $1.29M | 0.00% | +622+2.2% | Added |
| Daytona Street Capital LLC | 37,130 | $1.64M | 1.20% | 00.0% | Unchanged |
| Empowered Funds, LLC | 38,112 | $1.68M | 0.01% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 39,638 | $1.75M | 0.00% | +1,693+4.5% | Added |
| Vanguard Portfolio Management LLC | 40,785 | $1.80M | 0.00% | +6,020+17.3% | Added |
| Two Sigma Investments, LP | 47,822 | $2.11M | 0.00% | +10,065+26.7% | Added |
| Morgan Stanley | 52,964 | $2.34M | 0.00% | −696−1.3% | Reduced |
| Pinnacle Holdings, LLC | 58,916 | $2.60M | 0.80% | −60−0.1% | Reduced |
| Goldman Sachs Group Inc | 62,888 | $2.77M | 0.00% | −1,375−2.1% | Reduced |
| Northern Trust Corp | 64,429 | $2.84M | 0.00% | +4,946+8.3% | Added |
| Bridgeway Capital Management, LLC | 75,780 | $3.34M | 0.06% | 00.0% | Unchanged |
| State Street Corp | 85,440 | $3.77M | 0.00% | −1,916−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 101,766 | $4.49M | 0.00% | +1,195+1.2% | Added |
| Acadian Asset Management LLC | 106,844 | $4.71M | 0.01% | +12,138+12.8% | Added |
| Renaissance Technologies LLC | 111,195 | $4.90M | 0.01% | +7,600+7.3% | Added |
| American Century Companies Inc | 113,551 | $5.01M | 0.00% | +191+0.2% | Added |
| Huber Capital Management LLC | 119,937 | $5.29M | 0.78% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 151,702 | $6.69M | 0.00% | +12,134+8.7% | Added |
| De Lisle Partners LLP | 164,390 | $7.28M | 0.79% | 00.0% | Unchanged |
| Gendell Jeffrey L | 178,352 | $7.87M | 0.07% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 269,289 | $11.9M | 0.00% | +332+0.1% | Added |
| Dimensional Fund Advisors LP | 361,916 | $16.0M | 0.00% | +974+0.3% | Added |
| BlackRock, Inc. | 456,248 | $20.1M | 0.00% | +65,335+16.7% | Added |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |