First UnitedFUNC
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 41 institutions reported holding First United Corp. (FUNC) in their 13F filings, down 6 from Q1 2024. 2 opened new positions and 8 sold out. The largest holders were Dimensional Fund Advisors LP ($7.6M), Fourthstone LLC ($6.9M) and Vanguard Group Inc. ($6.3M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1K |
| Exits | 8 | $2.7M |
All 13F filers, Q1 2024 → Q2 2024: 240,939 shares bought and 229,773 shares sold, net +11,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Dimensional Fund Advisors LP | 0.00% | Add +7.0% | 372,330 | $7.6M |
| Fourthstone LLC | 2.21% | Add +54.2% | 339,228 | $6.9M |
| Vanguard Group Inc. | 0.00% | No change | 308,612 | $6.3M |
| Gendell Jeffrey L | 0.13% | No change | 178,352 | $3.6M |
| Basswood Capital Management, L.L.C. | 0.21% | Reduce -0.4% | 155,485 | $3.2M |
| Huber Capital Management LLC | 0.58% | Add +4.2% | 124,556 | $2.5M |
| De Lisle Partners LLP | 0.49% | No change | 110,838 | $2.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +42.4% | 87,280 | $1.8M |
| Renaissance Technologies | 0.00% | Add +14.3% | 82,195 | $1.7M |
| BlackRock Inc. | 0.00% | Add +1.4% | 77,640 | $1.6M |
| Bridgeway Capital Management, LLC | 0.04% | Add +9.1% | 76,175 | $1.6M |
| Acadian Asset Management LLC | 0.00% | Add +72.2% | 66,698 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Add +7.5% | 63,890 | $1.3M |
| Pinnacle Holdings, LLC | 0.56% | Reduce -0.1% | 59,206 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +13.2% | 39,947 | $816K |
| Royal Bank of Canada | 0.00% | No change | 36,611 | $748K |
| EJF Capital LP | 0.55% | Add +2.8% | 35,985 | $735K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 31,639 | $646K |
| Empowered Funds, LLC | 0.01% | Add +39.5% | 22,507 | $460K |
| State Street Corp. | 0.00% | Add +2.4% | 21,196 | $433K |
| HoldCo Asset Management, LP | 2.60% | No change | 20,804 | $425K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.5% | 18,104 | $370K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.1% | 17,305 | $353K |
| Morgan Stanley | 0.00% | Reduce -22.2% | 15,996 | $327K |
| LSV Asset Management | 0.00% | No change | 15,900 | $325K |
| Jane Street Group, LLC | 0.00% | Reduce -67.1% | 14,406 | $294K |
| Invesco Ltd. | 0.00% | Add +1.0% | 13,811 | $282K |
| Millennium Management | 0.00% | Reduce -72.3% | 12,845 | $262K |
| Bank of New York Mellon Corp | 0.00% | No change | 11,756 | $240K |
| Quadrature Capital Ltd | 0.00% | Reduce -12.5% | 11,302 | $229K |
| Logan Capital Management Inc. | 0.00% | No change | 4,951 | $101K |
| Citigroup Inc. | 0.00% | Reduce -50.8% | 4,776 | $98K |
| JPMorgan Chase & Co. | 0.00% | Add +306.2% | 4,285 | $88K |
| Bank of America Corp. | 0.00% | Reduce -84.0% | 2,052 | $42K |
| State of Wyoming | 0.00% | Reduce -16.6% | 1,028 | $21K |
| FMR LLC | 0.00% | No change | 865 | $18K |
| UBS Group AG | 0.00% | Add +44.9% | 607 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | — | 400 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.8% | 208 | $4K |
| Innealta Capital, LLC | 0.00% | New | 47 | $959 |
| First United Bank & Trust | 0.00% | New | 11 | $225 |
"% of holder's portfolio" is FUNC's weight in each manager's 13F, not the share of First United Corp. the manager owns.