First UnitedFUNC

13F holders, Q1 2024 (March 31)
47holders
2famous investors
$22.91avg. 13F price*

At the end of Q1 2024, 47 institutions reported holding First United Corp. (FUNC) in their 13F filings. The largest holders were Dimensional Fund Advisors LP ($8.0M), Vanguard Group Inc. ($7.1M) and Fourthstone LLC ($5.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
First United Corp.
CUSIP
33741H107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 47Q1 2024Q2 2024: 41Q2 2024Q3 2024: 51Q3 2024Q4 2024: 55Q4 2024Q1 2025: 55Q1 2025Q2 2025: 65Q2 2025Q3 2025: 78Q3 2025Q4 2025: 86Q4 2025Q1 2026: 88Q1 2026Q2 2026: 89Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$3.8M
Exits5$3.1M

Ownership 47 holders

Dimensional Fund Advisors LP 0.00% Add +3.6% 347,873 $8.0M
Vanguard Group Inc. 0.00% Add +3.6% 308,612 $7.1M
Fourthstone LLC 1.64% Add +40.7% 220,052 $5.0M
Gendell Jeffrey L 0.16% Add +6.3% 178,352 $4.1M
Basswood Capital Management, L.L.C. 0.21% No change 156,098 $3.6M
Huber Capital Management LLC 0.62% Reduce -2.7% 119,556 $2.7M
De Lisle Partners LLP 0.59% — 110,838 $2.5M
BlackRock Inc. 0.00% Reduce -9.3% 76,528 $1.8M
Renaissance Technologies 0.00% Add +6.4% 71,915 $1.6M
Bridgeway Capital Management, LLC 0.03% Add +1.7% 69,804 $1.6M
Susquehanna International Group, LLP 0.00% Add +352.6% 65,448 $1.5M
Arrowstreet Capital, Limited Partnership 0.00% Add +371.8% 61,277 $1.4M
Geode Capital Management, LLC 0.00% Add +9.3% 59,442 $1.4M
Pinnacle Holdings, LLC 0.56% Reduce -0.6% 59,266 $1.4M
Millennium Management 0.00% New 46,386 $1.1M
Jane Street Group, LLC 0.00% New 43,787 $1.0M
Acadian Asset Management LLC 0.00% Add +283.2% 38,725 $886K
Royal Bank of Canada 0.00% Add +202.2% 36,611 $839K
American Century Companies Inc. 0.00% No change 35,302 $809K
EJF Capital LP 0.56% Reduce -83.9% 35,000 $802K
Northern Trust Corp. 0.00% Reduce -0.1% 31,790 $728K
PARK CIRCLE Co 0.49% New 22,900 $525K
O'shaughnessy Asset Management, LLC 0.01% Add +103.1% 22,805 $522K
Goldman Sachs Group Inc. 0.00% Reduce -0.4% 22,223 $509K
HoldCo Asset Management, LP 2.85% No change 20,804 $477K
State Street Corp. 0.00% Add +1.5% 20,696 $474K
Morgan Stanley 0.00% Add +17.1% 20,561 $471K
Qube Research & Technologies Ltd 0.00% Add +93.3% 17,020 $390K
Empowered Funds, LLC 0.01% Add +8.0% 16,136 $370K
LSV Asset Management 0.00% No change 15,900 $364K
Invesco Ltd. 0.00% New 13,669 $313K
Quadrature Capital Ltd 0.01% New 12,917 $298K
Bank of America Corp. 0.00% Add +262.2% 12,848 $294K
Bank of New York Mellon Corp 0.00% Reduce -10.3% 11,756 $269K
Ritholtz Wealth Management 0.01% New 10,348 $237K
Citigroup Inc. 0.00% Add +30.1% 9,703 $222K
T. Rowe Price Associates Inc. 0.00% New 9,111 $209K
Logan Capital Management Inc. 0.00% No change 4,951 $113K
Hillsdale Investment Management Inc. 0.01% New 4,836 $111K
Barclays PLC 0.00% No change 3,579 $82K
State of Wyoming 0.00% Reduce -11.6% 1,232 $28K
JPMorgan Chase & Co. 0.00% Reduce -27.8% 1,055 $24K
Wells Fargo & Company 0.00% Add +0.1% 994 $23K
FMR LLC 0.00% Add +3.2% 865 $20K
UBS Group AG 0.00% Add +99.5% 419 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -37.3% 151 $3K
Macquarie Group Ltd. 0.00% New 122 $3

"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.