FIRST UNITED CORP FUNC

US Financials National Commercial Banks
$44.53
-3.6%
52w: $27.60 – $46.18

Latest 13F among current holders filed 19 days ago (Jun 16, 2026)

Price — last 12 months

research preview data
27.6036.8946.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
88
+2 QoQ
13F value
$112.0M
-3.5% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$60.9M
Q1 2024
$50.3M
Q2 2024
$81.5M
Q3 2024
$95.5M
Q4 2024
$85.1M
Q1 2025
$93.9M
Q2 2025
$111.3M
Q3 2025
$116.1M
Q4 2025
$112.0M
Q1 2026

Number of holders

48
Q1 2024
43
Q2 2024
53
Q3 2024
56
Q4 2024
56
Q1 2025
66
Q2 2025
78
Q3 2025
86
Q4 2025
88
Q1 2026

Who owns FUNC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider390.9K$14.3M0.0%+1.0%
DIMENSIONAL FUND ADVISORS LP Quant stat arb360.9K$13.2M0.0%-0.4%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical269.0K$9.9M0.0%
GENDELL JEFFREY L ★2Fundamental diversified178.4K$6.5M0.1%Held
De Lisle Partners LLP Other164.4K$6.0M0.7%+5.8%
GEODE CAPITAL MANAGEMENT, LLC Index provider139.6K$5.1M0.0%+0.3%
Huber Capital Management LLC ★2Fundamental diversified119.9K$4.4M0.7%Held
AMERICAN CENTURY COMPANIES INC Diversified mechanical113.4K$4.2M0.0%+2.9%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb103.6K$3.8M0.0%-4.4%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb100.6K$3.7M0.0%-0.5%
ACADIAN ASSET MANAGEMENT LLC Quant stat arb94.7K$3.5M0.0%+1.1%
STATE STREET CORP Index provider87.4K$3.2M0.0%+2.3%
BRIDGEWAY CAPITAL MANAGEMENT, LLC Diversified mechanical75.8K$2.8M0.1%+3.1%
GOLDMAN SACHS GROUP INC Bank broker64.3K$2.4M0.0%+34.7%
NORTHERN TRUST CORP Index provider59.5K$2.2M0.0%+3.8%
Pinnacle Holdings, LLC Other59.0K$2.2M0.8%Held
MORGAN STANLEY Bank broker53.7K$2.0M0.0%+22.0%
Empowered Funds, LLC Diversified mechanical38.1K$1.4M0.0%+6.3%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical37.9K$1.4M0.0%
Daytona Street Capital LLC Other37.1K$1.4M1.1%Held
TWO SIGMA INVESTMENTS, LP Quant stat arb37.8K$1.4M0.0%-2.6%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical34.8K$1.3M0.0%
Qube Research & Technologies Ltd Quant stat arb28.8K$1.1M0.0%+83.5%
MARSHALL WACE, LLP Quant stat arb28.6K$1.0M0.0%-35.0%
Bank of New York Mellon Corp Diversified mechanical24.0K$879K0.0%-11.6%
Angel Oak Capital Advisors, LLC Wealth advisor23.7K$868K1.0%Held
CITADEL ADVISORS LLC Multistrat pod23.1K$848K0.0%-29.3%
LSV ASSET MANAGEMENT Other22.7K$832K0.0%+8.1%
MARTINGALE ASSET MANAGEMENT L P Other22.6K$828K0.0%New
SummerHaven Investment Management, LLC Other22.4K$820K0.5%-11.2%
HoldCo Asset Management, LP ★3Fundamental concentrated20.8K$762K0.1%Held
LOS ANGELES CAPITAL MANAGEMENT LLC Diversified mechanical19.3K$706K0.0%-3.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider15.9K$583K0.0%-11.4%
ROYAL BANK OF CANADA Bank broker15.2K$557K0.0%-0.6%
Squarepoint Ops LLC Quant stat arb14.4K$529K0.0%+18.3%
Trexquant Investment LP Diversified mechanical12.5K$459K0.0%-28.6%
HSBC HOLDINGS PLC Bank broker11.5K$427K0.0%-27.9%
BARCLAYS PLC Bank broker10.8K$396K0.0%-37.4%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical10.7K$392K0.0%-8.6%
MILLENNIUM MANAGEMENT LLC Multistrat pod9.4K$345K0.0%New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Diversified mechanical8.5K$311K0.0%-17.4%
PRUDENTIAL FINANCIAL INC Insurance7.4K$273K0.0%New
OSAIC HOLDINGS, INC. Wealth advisor7.1K$259K0.0%+0.7%
RITHOLTZ WEALTH MANAGEMENT Wealth advisor6.9K$253K0.0%-2.8%
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical6.3K$231K0.0%+2.5%
BANK OF AMERICA CORP /DE/ Bank broker6.3K$230K0.0%-22.3%
Nuveen, LLC Diversified mechanical5.9K$216K0.0%-55.8%
Wealthspire Advisors, LLC Wealth advisor5.7K$210K0.0%-19.3%
Corient Private Wealth LLC Diversified mechanical5.5K$201K0.0%-50.0%
DEUTSCHE BANK AG\ Bank broker4.8K$175K0.0%-4.5%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.