First United Corp. 13F holders
89 funds reported a position in First United Corp. in their 13F for the quarter ended 30 June 2026, together 3.2 million shares worth $140.8 million. Against the quarter before, 7 opened a position, 36 added, 23 trimmed and 6 sold out; together they bought a net 131,491 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Vanguard Capital Management LLC.
Funds holding89+1 on Q1 2026
Shares they held3.2Mworth $140.8 million
Net bought on the quarter131,491 sharesabout $5.8 million at the funds' values
Funds buying to selling43 to 29opened or added, to cut or sold
Opened 7Added 36Held 23Trimmed 23Sold out 6
What each fund did in FUNC against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in FUNC in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 16 reported a position in First United Corp.: 3 opened one, 3 added, 2 trimmed and 2 sold out, a net 19,304 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Trail Ridge Investment Advisors, LLC | +3,073 | 8,021 | added | 13F |
| Strs Ohio | +600 | 2,100 | added | 13F |
| State of Wyoming | +268 | 268 | new | 13F |
| SJS Investment Consulting Inc. | +28 | 28 | new | 13F |
| Farther Finance Advisors, LLC | +4 | 14 | added | 13F |
| Sterling Capital Management LLC | -3 | 120 | trimmed | 13F |
| Hughes Financial Services, LLC | +1 | 1 | new | 13F |
| AdvisorNet Financial, Inc | -896 | 0 | sold out | 13F |
| SummerHaven Investment Management, LLC | -22,372 | 0 | sold out | 13F |
| Covestor Ltd | -7 | 0 | trimmed | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in First United Corp. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 151,702 shares worth $6.7 million, 0.0% of its reported book. In the quarter, 4 funds added or opened a position and 2 trimmed or sold out; together they bought a net 24,115 shares, about $1.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 151,702 | $6.7 million | 0.0% | +12,134 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 111,195 | $4.9 million | 0.0% | +7,600 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 47,822 | $2.1 million | 0.0% | +10,065 | added | 30 June 2026 | 13F |
| Citadel Advisors | 19,928 | $879,024 | 0.0% | -3,221 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 6,951 | $306,609 | 0.0% | -2,467 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 741 | $32,696 | 0.0% | +4 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 456,248 | 14.29% | $20.1 million | 0.00% | +65,335 | 13F |
| Dimensional Fund Advisors LP | 361,916 | 11.34% | $16.0 million | 0.00% | +974 | 13F |
| Vanguard Capital Management LLC | 269,289 | 8.44% | $11.9 million | 0.00% | +332 | 13F |
| Gendell Jeffrey L | 178,352 | 5.59% | $7.9 million | 0.07% | no change | 13F |
| De Lisle Partners LLP | 164,390 | 5.15% | $7.3 million | 0.79% | no change | 13F |
| Geode Capital Management, LLC | 151,702 | 4.75% | $6.7 million | 0.00% | +12,134 | 13F |
| Huber Capital Management LLC | 119,937 | 3.76% | $5.3 million | 0.78% | no change | 13F |
| American Century Companies Inc. | 113,551 | 3.56% | $5.0 million | 0.00% | +191 | 13F |
| Renaissance Technologies LLC | 111,195 | 3.48% | $4.9 million | 0.01% | +7,600 | 13F |
| Acadian Asset Management LLC | 106,844 | 3.35% | $4.7 million | 0.01% | +12,138 | 13F |
| Arrowstreet Capital, Limited Partnership | 101,766 | 3.19% | $4.5 million | 0.00% | +1,195 | 13F |
| State Street Corp. | 85,440 | 2.68% | $3.8 million | 0.00% | -1,916 | 13F |
| Bridgeway Capital Management, LLC | 75,780 | 2.37% | $3.3 million | 0.06% | no change | 13F |
| Northern Trust Corp. | 64,429 | 2.02% | $2.8 million | 0.00% | +4,946 | 13F |
| Goldman Sachs Group Inc. | 62,888 | 1.97% | $2.8 million | 0.00% | -1,375 | 13F |
| Pinnacle Holdings, LLC | 58,916 | 1.85% | $2.6 million | 0.84% | -60 | 13F |
| Morgan Stanley | 52,964 | 1.66% | $2.3 million | 0.00% | -696 | 13F |
| Two Sigma Investments, LP | 47,822 | 1.50% | $2.1 million | 0.00% | +10,065 | 13F |
| Vanguard Portfolio Management LLC | 40,785 | 1.28% | $1.8 million | 0.00% | +6,020 | 13F |
| Vanguard Fiduciary Trust Co. | 39,638 | 1.24% | $1.7 million | 0.00% | +1,693 | 13F |
| Empowered Funds, LLC | 38,112 | 1.19% | $1.7 million | 0.01% | no change | 13F |
| Daytona Street Capital LLC | 37,130 | 1.16% | $1.6 million | 1.20% | no change | 13F |
| Marshall Wace, LLP | 29,242 | 0.92% | $1.3 million | 0.00% | +622 | 13F |
| Bank of New York Mellon Corp | 25,576 | 0.80% | $1.1 million | 0.00% | +1,587 | 13F |
| LSV Asset Management | 24,000 | 0.75% | $1.1 million | 0.00% | +1,294 | 13F |
| Qube Research & Technologies Ltd | 23,343 | 0.73% | $1.0 million | 0.00% | -5,442 | 13F |
| Martingale Asset Management L P | 22,613 | 0.71% | $997,460 | 0.02% | +2 | 13F |
| SummerHaven Investment Management, LLC | 22,372 | 0.70% | $986,829 | 0.53% | no change | 13F |
| HoldCo Asset Management, LP | 20,804 | 0.65% | $917,664 | 0.06% | no change | 13F |
| Citadel Advisors LLC | 19,928 | 0.62% | $879,024 | 0.00% | -3,221 | 13F |
| Charles Schwab Investment Management Inc. | 17,651 | 0.55% | $778,586 | 0.00% | +1,728 | 13F |
| Angel Oak Capital Advisors, LLC | 17,000 | 0.53% | $749,870 | 0.95% | -6,700 | 13F |
| Los Angeles Capital Management LLC | 14,771 | 0.46% | $651,549 | 0.00% | -4,506 | 13F |
| Royal Bank of Canada | 13,149 | 0.41% | $580,000 | 0.00% | -2,032 | 13F |
| Trexquant Investment LP | 12,058 | 0.38% | $531,878 | 0.00% | -458 | 13F |
| Nuveen, LLC | 11,985 | 0.38% | $528,659 | 0.00% | +6,083 | 13F |
| Price T Rowe Associates Inc. | 11,619 | 0.36% | $513,000 | 0.00% | +947 | 13F |
| HSBC Holdings PLC | 11,484 | 0.36% | $501,966 | 0.00% | -24 | 13F |
| Squarepoint Ops LLC | 11,100 | 0.35% | $489,621 | 0.00% | -3,345 | 13F |
| Barclays PLC | 10,178 | 0.32% | $448,951 | 0.00% | -631 | 13F |
| Prudential Financial Inc. | 8,125 | 0.25% | $358,394 | 0.00% | +680 | 13F |
| O'shaughnessy Asset Management, LLC | 7,781 | 0.24% | $343,220 | 0.00% | -714 | 13F |
| AQR Capital Management LLC | 7,676 | 0.24% | $338,572 | 0.00% | new | 13F |
| Osaic Holdings, Inc. | 7,114 | 0.22% | $313,803 | 0.00% | +49 | 13F |
| Millennium Management LLC | 6,951 | 0.22% | $306,609 | 0.00% | -2,467 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 6,299 | 0.20% | $277,849 | 0.00% | no change | 13F |
| Ritholtz Wealth Management | 5,813 | 0.18% | $256,407 | 0.00% | -1,094 | 13F |
| Wealthspire Advisors, LLC | 5,742 | 0.18% | $253,280 | 0.00% | no change | 13F |
| Lazard Asset Management LLC | 5,595 | 0.18% | $246,795 | 0.00% | new | 13F |
| Canada Pension Plan Investment Board | 5,400 | 0.17% | $238,194 | 0.00% | new | 13F |
The 50 largest of the 89 funds that reported a position in FUNC in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 28 July 2026 | 13G | BlackRock, Inc. and 1 other | 378,880 | 5.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 324,758 | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G | BlackRock, Inc. and 1 other | 329,066 | 5.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 14 August 2026 | 4 | $46.18 | SEC |
| 24 July 2026 | 514 | $43.94 | SEC |
| 16 July 2026 | 30 | $44.83 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.