Security key
33741H107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 6,508,176
- Total 13F shares
- 3,089,828
- Share change
- +31,641
- Total reported value
- $115,618,508
- Price per share
- $37.44
- Number of holders
- 85
- Value change
- +$1,176,844
- Number of buys
- 42
- Number of sells
- 33
Report period
Q4 2025
Institutions
85
Top holders
10
FUNC full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
FIRST UNITED CORP/MD/ SEC filings
FIRST UNITED CORP/MD/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 33741H107
Recent filing periods:
Top shareholders of FUNC - FIRST UNITED CORP/MD/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC |
13D/G
13F
|
Company |
4.3%
|
278,788
|
$8,433,337 | $0 | 31 Dec 2024 | |
| H. Andrew Walls III |
3/4/5
|
Director |
1%
|
65,933
|
$1,994,474 | — | 21 May 2025 | |
| Irvin Robert Rudy |
3/4/5
|
Director |
0.58%
|
37,500
|
$1,400,625 | -$74,700 | 26 Aug 2025 | |
| John F. Barr |
3/4/5
|
Director |
0.46%
|
29,904
|
$904,596 | — | 21 May 2025 | |
| Beth Moran |
3/4/5
|
Director |
0.43%
|
27,952
|
$845,548 | — | 21 May 2025 | |
| Christy DiPietro |
3/4/5
|
Director |
0.23%
|
15,289
|
$462,492 | — | 21 May 2025 | |
| Patricia Milon |
3/4/5
|
Director |
0.16%
|
10,481
|
$317,050 | — | 21 May 2025 | |
| Sanu Chadha |
3/4/5
|
Director |
0.13%
|
8,599
|
$260,119 | — | 21 May 2025 | |
| Kevin Hessler |
3/4/5
|
Director |
0.06%
|
4,065
|
$122,968 | — | 21 May 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
5.6%
|
366,864
|
$13,489,562 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
5.3%
|
347,170
|
$12,765,440 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.2%
|
341,163
|
$12,544,564 | — | 30 Sep 2025 | |
| Jeffrey L. Gendell |
13F
|
Individual |
2.7%
|
178,352
|
$6,558,003 | — | 30 Sep 2025 | |
| De Lisle Partners LLP |
13F
|
Company |
2.3%
|
150,390
|
$5,520,065 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
139,408
|
$5,126,680 | — | 30 Sep 2025 | |
| Huber Capital Management LLC |
13F
|
Company |
1.8%
|
119,937
|
$4,410,083 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.8%
|
117,595
|
$4,323,968 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.6%
|
102,729
|
$3,777,345 | — | 30 Sep 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.6%
|
101,118
|
$3,718,109 | — | 30 Sep 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.4%
|
92,896
|
$3,413,000 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.2%
|
79,388
|
$2,919,097 | — | 30 Sep 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
70,244
|
$2,582,872 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.93%
|
60,475
|
$2,223,666 | — | 30 Sep 2025 | |
| Pinnacle Holdings, LLC |
13F
|
Company |
0.91%
|
58,976
|
$2,168,548 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.74%
|
47,867
|
$1,760,070 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.63%
|
41,114
|
$1,511,763 | — | 30 Sep 2025 | |
| TrueMark Investments, LLC |
13F
|
Company |
0.54%
|
34,857
|
$1,281,692 | — | 30 Sep 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.5%
|
32,576
|
$1,197,820 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.49%
|
32,010
|
$1,177,008 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.47%
|
30,651
|
$1,127,019 | — | 30 Sep 2025 | |
| Angel Oak Capital Advisors, LLC |
13F
|
Company |
0.43%
|
27,700
|
$1,018,529 | — | 30 Sep 2025 | |
| SummerHaven Investment Management, LLC |
13F
|
Company |
0.39%
|
25,180
|
$925,869 | — | 30 Sep 2025 | |
| HoldCo Asset Management, LP |
13F
|
Company |
0.32%
|
20,804
|
$764,963 | — | 30 Sep 2025 | |
| Trexquant Investment LP |
13F
|
Company |
0.31%
|
20,231
|
$743,894 | — | 30 Sep 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.31%
|
20,197
|
$742,642 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.28%
|
17,974
|
$660,904 | — | 30 Sep 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.24%
|
15,900
|
$585,000 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.23%
|
15,144
|
$557,000 | — | 30 Sep 2025 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.22%
|
14,273
|
$524,818 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.21%
|
13,347
|
$490,769 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.17%
|
11,245
|
$413,479 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.17%
|
10,929
|
$402,000 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.17%
|
10,753
|
$395,387 | — | 30 Sep 2025 | |
| RITHOLTZ WEALTH MANAGEMENT |
13F
|
Company |
0.13%
|
8,434
|
$310,106 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.12%
|
8,105
|
$298,021 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.12%
|
8,100
|
$297,837 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.12%
|
7,727
|
$284,122 | — | 30 Sep 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.11%
|
6,967
|
$256,189 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.1%
|
6,754
|
$248,345 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.1%
|
6,503
|
$239,115 | — | 30 Sep 2025 |
Institutional Holders of FIRST UNITED CORP/MD/ - Common Stock (FUNC) as of Q4 2025
As of 31 Dec 2025,
FIRST UNITED CORP/MD/ - Common Stock (FUNC) was held by
85 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,089,828 shares.
The largest 10 holders included
BlackRock, Inc., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, GENDELL JEFFREY L, De Lisle Partners LLP, GEODE CAPITAL MANAGEMENT, LLC, Huber Capital Management LLC, AMERICAN CENTURY COMPANIES INC, RENAISSANCE TECHNOLOGIES LLC, and ARROWSTREET CAPITAL, LIMITED PARTNERSHIP.
This page lists
85
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
77
Q4 2025 holders
85
Holder diff
8
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.