Security key
33741H107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,096,085
- Total 13F value
- $41,186,172
- Share change
- -4,483
- SEC-reported price per share
- $19.65
- Number of holders
- 38
- Value change
- -$5,747
- Number of buys
- 16
- Number of sells
- 17
- Shares outstanding
- 6,508,176
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
38
Top holders
10
FUNC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 2022
FIRST UNITED CORP/MD/ SEC filings
FIRST UNITED CORP/MD/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 33741H107
Recent filing periods:
Ownership snapshot
Top reported holders of FUNC - FIRST UNITED CORP/MD/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 5.1%
Showing 1-6 of 15 holder rows.
Quick read
DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 5.1%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
DIMENSIONAL FUND ADVISORS LP
5.1%
VANGUARD GROUP INC
4.6%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
4.1%
EJF Capital LP
3.9%
Jeffrey L. Gendell
2.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
5.1%
|
$5,509,000
332,829 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
4.6%
|
$4,967,000
300,122 shares
|
— | 30 Sep 2022 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
Company
|
4.1%
|
$4,429,000
267,598 shares
|
— | 30 Sep 2022 |
| EJF Capital LP |
13F
Company
|
3.9%
|
$4,228,000
255,473 shares
|
— | 30 Sep 2022 |
| Jeffrey L. Gendell |
13F
Individual
|
2.5%
|
$2,661,000
160,791 shares
|
— | 30 Sep 2022 |
| HoldCo Asset Management, LP |
13F
Company
|
1.3%
|
$1,444,000
87,261 shares
|
— | 30 Sep 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
38
Shares
2,096,085
Rows available
38
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
36
Q4 2022 holders
38
Holder diff
2
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend