FIRST UNITED BANK & TRUST
All 13F Filings
- Location
- Oakland, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 347,628
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 420 | 347,628 | 13F-HR | FIRST UNITED BANK & TRUST |
| Q1 2026 | 4/21/2026 | 395 | 307,923 | 13F-HR | FIRST UNITED BANK & TRUST |
| Q4 2025 | 1/21/2026 | 394 | 313,333 | 13F-HR | FIRST UNITED BANK & TRUST |
| Q3 2025 | 10/27/2025 | 419 | 308,077 | 13F-HR | FIRST UNITED BANK & TRUST |
| Q2 2025 | 7/18/2025 | 388 | 286,859 | 13F-HR | FIRST UNITED BANK & TRUST |
| Q2 2014 | 7/22/2014 | 83 | 95,999 | 13F-HR | FIRST UNITED BANK TRUST/ |
| Q1 2014 | 4/28/2014 | 83 | 92,838 | 13F-HR | FIRST UNITED BANK TRUST/ |
| Q4 2013 | 1/31/2014 | 78 | 90,296 | 13F-HR | FIRST UNITED BANK TRUST/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.9 K | 39.7% | 11.04 K | 0 | 11.04 K |
| ETFs | 208.9 K | 60.1% | 28.54 K | 0 | 28.54 K |
| Debt | 832 | 0.2% | 146 | 0 | 146 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
347,628
Holdings
420
QoQ value change ($000)
39,705
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.