Security key
33741H107
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 6,508,176
- Total 13F shares
- 2,728,199
- Share change
- +259,107
- Total reported value
- $81,448,695
- Reported price per share
- $29.84
- Number of holders
- 51
- Value change
- +$7,987,416
- Number of buys
- 32
- Number of sells
- 12
Security identity
Holder snapshot
Report period
Q3 2024
Institutions
51
Top holders
10
FUNC full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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.
Lead holder
DIMENSIONAL FUND ADVISORS LP
13D/G signal
—
Evidence rows
15
Latest as of
30 Jun 2024
13F
Lead comparable stake: 5.7%
Showing 1-6 of 15 holder rows.
Rank 1 holder
DIMENSIONAL FUND ADVISORS LP
13F
- Ownership
- 5.7%
- Position
- $7.6M
Rank 2 holder
Fourthstone LLC
13F
- Ownership
- 5.2%
- Position
- $6.93M
Rank 3 holder
VANGUARD GROUP INC
13F
- Ownership
- 4.7%
- Position
- $6.3M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
5.7%
|
$7,602,856
372,330 shares
|
— | 30 Jun 2024 |
| Fourthstone LLC |
13F
Company
|
5.2%
|
$6,927,036
339,228 shares
|
— | 30 Jun 2024 |
| VANGUARD GROUP INC |
13F
Company
|
4.7%
|
$6,301,857
308,612 shares
|
— | 30 Jun 2024 |
| Jeffrey L. Gendell |
13F
Individual
|
2.7%
|
$3,641,948
178,352 shares
|
— | 30 Jun 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
Company
|
2.4%
|
$3,175,004
155,485 shares
|
— | 30 Jun 2024 |
| Huber Capital Management LLC |
13F
Company
|
1.9%
|
$2,543,434
124,556 shares
|
— | 30 Jun 2024 |
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 Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
51
Shares
2,728,199
Rows available
51
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
41
Q3 2024 holders
51
Holder diff
10
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend