FIRST UNITED BANK & TRUST

Q1 2026 13F-HR Holdings

Location
Oakland, MD
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
395
Total value ($000)
$307,923
Net value change ($000)
-5,410 (-1.7%)
New positions
20
Sold out positions
19
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 3,120 67.0%
VO 2,697 38.6%
DVY 2,172 23.6%
IEFA 2,132 30.0%
VB 1,875 44.5%
RSP 1,858 28.6%
STIP 1,451 225.3%
PVAL 1,197 NEW
VOE 842 16.1%
VLO 697 51.5%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -2,586 -11.9%
GOOGL -2,122 -30.0%
MSFT -2,012 -27.1%
VUG -1,999 -17.1%
VOO -1,892 -14.6%
ANET -1,750 -33.8%
NVDA -1,533 -28.5%
ESG -1,266 -30.6%
AAPL -1,221 -12.4%
JPM -957 -17.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type