First UnitedFUNC

13F holders, Q1 2026 (March 31)
88holders +2
7new positions
7sold out
3famous investors
$36.65avg. 13F price*

At the end of Q1 2026, 88 institutions reported holding First United Corp. (FUNC) in their 13F filings, up 2 from Q4 2025. 7 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($14.3M), Dimensional Fund Advisors LP ($13.2M) and Vanguard Capital Management LLC ($9.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$1.4M
Exits7$2.4M

All 13F filers, Q4 2025 → Q1 2026: 115,282 shares bought and 137,014 shares sold, net −21,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

BlackRock, Inc. 0.00% Add +1.0% 390,913 $14.3M
Dimensional Fund Advisors LP 0.00% Reduce -0.4% 360,942 $13.2M
Vanguard Capital Management LLC 0.00% — 268,957 $9.9M
Gendell Jeffrey L 0.09% No change 178,352 $6.5M
De Lisle Partners LLP 0.72% Add +5.8% 164,390 $6.0M
Geode Capital Management, LLC 0.00% Add +0.3% 139,568 $5.1M
Huber Capital Management LLC 0.68% No change 119,937 $4.4M
American Century Companies Inc. 0.00% Add +2.9% 113,360 $4.2M
Renaissance Technologies 0.01% Reduce -4.4% 103,595 $3.8M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -0.5% 100,571 $3.7M
Acadian Asset Management LLC 0.00% Add +1.1% 94,706 $3.5M
State Street Corp. 0.00% Add +2.3% 87,356 $3.2M
Bridgeway Capital Management, LLC 0.06% Add +3.0% 75,780 $2.8M
Goldman Sachs Group Inc. 0.00% Add +34.7% 64,263 $2.4M
Northern Trust Corp. 0.00% Add +3.8% 59,483 $2.2M
Pinnacle Holdings, LLC 0.77% No change 58,976 $2.2M
Morgan Stanley 0.00% Add +22.0% 53,660 $2.0M
Empowered Funds, LLC 0.01% Add +6.3% 38,112 $1.4M
Vanguard Fiduciary Trust Co. 0.00% — 37,945 $1.4M
Daytona Street Capital LLC 1.07% No change 37,130 $1.4M
Two Sigma Investments, LP 0.00% Reduce -2.6% 37,757 $1.4M
Vanguard Portfolio Management LLC 0.00% — 34,765 $1.3M
Qube Research & Technologies Ltd 0.00% Add +83.5% 28,785 $1.1M
Marshall Wace, LLP 0.00% Reduce -35.0% 28,620 $1.0M
Bank of New York Mellon Corp 0.00% Reduce -11.6% 23,989 $879K
Angel Oak Capital Advisors, LLC 0.96% No change 23,700 $868K
Citadel Advisors 0.00% Reduce -29.3% 23,149 $848K
LSV Asset Management 0.00% Add +8.1% 22,706 $832K
Martingale Asset Management L P 0.02% New 22,611 $828K
SummerHaven Investment Management, LLC 0.50% Reduce -11.2% 22,372 $820K
HoldCo Asset Management, LP 0.06% No change 20,804 $762K
Los Angeles Capital Management LLC 0.00% Reduce -3.4% 19,277 $706K
Charles Schwab Investment Management Inc. 0.00% Reduce -11.4% 15,923 $583K
Royal Bank of Canada 0.00% Reduce -0.6% 15,181 $557K
Squarepoint Ops LLC 0.00% Add +18.3% 14,445 $529K
Trexquant Investment LP 0.00% Reduce -28.6% 12,516 $459K
HSBC Holdings PLC 0.00% Add +44.2% 11,508 $427K
Barclays PLC 0.00% Reduce -37.4% 10,809 $396K
T. Rowe Price Associates Inc. 0.00% Reduce -8.6% 10,672 $392K
Millennium Management 0.00% New 9,418 $345K
O'shaughnessy Asset Management, LLC 0.00% Reduce -17.4% 8,495 $311K
Prudential Financial Inc. 0.00% New 7,445 $273K
Osaic Holdings, Inc. 0.00% Add +0.7% 7,065 $259K
Ritholtz Wealth Management 0.00% Reduce -2.8% 6,907 $253K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +2.5% 6,299 $231K
Bank of America Corp. 0.00% Reduce -22.3% 6,288 $230K
Nuveen, LLC 0.00% Reduce -55.8% 5,902 $216K
Wealthspire Advisors, LLC 0.00% Reduce -19.3% 5,742 $210K
Corient Private Wealth LP 0.00% Reduce -0.1% 5,479 $201K
Deutsche Bank AG 0.00% Reduce -4.5% 4,773 $175K
Rhumbline Advisers 0.00% Reduce -4.2% 4,486 $164K
MetLife Investment Management, LLC 0.00% No change 3,733 $137K
New York State Common Retirement Fund 0.00% No change 3,400 $125K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +2.4% 2,864 $105K
UBS Group AG 0.00% Add +22.1% 2,463 $90K
JPMorgan Chase & Co. 0.00% Reduce -29.5% 2,447 $90K
Wells Fargo & Company 0.00% Reduce -66.3% 2,277 $83K
Vanguard Global Advisers, LLC 0.00% — 2,250 $82K
Tower Research Capital LLC (TRC) 0.00% Add +486.7% 1,672 $61K
BNP Paribas Financial Markets 0.00% Reduce -5.2% 1,290 $47K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,201 $44K
STRS Ohio 0.00% No change 1,200 $44K
AdvisorNet Financial, Inc 0.00% Add +126.8% 896 $33K
FMR LLC 0.00% Reduce -0.5% 737 $27K
Russell Investments Group, Ltd. 0.00% Reduce -3.8% 704 $26K
Ameritas Investment Partners, Inc. 0.00% No change 615 $23K
Legal & General Group Plc 0.00% No change 544 $20K
State of Alaska, Department of Revenue 0.00% No change 486 $17K
California State Teachers Retirement System 0.00% Reduce -11.9% 326 $12K
State of Wyoming 0.00% Reduce -24.1% 299 $11K
Citigroup Inc. 0.00% Add +104.4% 280 $10K
Cwm, LLC 0.00% Add +8.0% 215 $8K
Sterling Capital Management LLC 0.00% Reduce -42.6% 199 $7K
NewEdge Advisors, LLC 0.00% Reduce -78.1% 67 $2K
GAMMA Investing LLC 0.00% Reduce -29.7% 45 $2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 30 $1K
Rockefeller Capital Management L.P. 0.00% New 30 $1K
Evergreen Advisors, LLC 0.00% New 23 $843
Essential Partners LLC 0.00% Reduce -8.3% 11 $403
Farther Finance Advisors, LLC 0.00% Reduce -30.8% 9 $331
Allworth Financial LP 0.00% Add +60.0% 8 $294
PNC Financial Services Group, Inc. 0.00% No change 6 $220
EverSource Wealth Advisors, LLC 0.00% Add +150.0% 5 $184
Rothschild Investment LLC 0.00% Add +150.0% 5 $183
MAI Capital Management 0.00% No change 3 $110
Root Financial Partners, LLC 0.00% New 3 $110
IFP Advisors, Inc 0.00% No change 1 $37
Covestor Ltd 0.00% Reduce -37.5% 5 $0

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