FIRST UNITED CORP/MD/ - FUNC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 387,019 | 14,489 | 0.0% | 0.0% | 1 | +39,849 | 11.48% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 362,529 | 13,573 | 0.0% | 0.0% | 2 | -4,335 | -1.18% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 343,288 | 12,852 | 0.0% | 0.0% | 3 | +2,125 | 0.62% | Q4 2025 | Jan 29, 2026 |
| GENDELL JEFFREY L | History | No change | 178,352 | 6,677 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| De Lisle Partners LLP | History | Added to | 155,390 | 5,803 | 0.75% | 0.68% | 5 | +5,000 | 3.32% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 139,153 | 5,211 | 0.0% | 0.0% | 6 | -255 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Huber Capital Management LLC | History | No change | 119,937 | 4,490 | 0.66% | 0.7% | 7 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 110,128 | 4,123 | 0.0% | 0.0% | 8 | +7,399 | 7.2% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 108,395 | 4,058 | 0.01% | 0.01% | 9 | -9,200 | -7.82% | Q4 2025 | Feb 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 101,118 | 3,785 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 93,712 | 3,506 | 0.01% | 0.01% | 11 | +816 | 0.88% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 85,376 | 3,196 | 0.0% | 0.0% | 12 | +5,988 | 7.54% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 73,537 | 2,753 | 0.06% | 0.06% | 13 | +3,293 | 4.69% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Holdings, LLC | History | No change | 58,976 | 2,208 | 0.75% | 0.76% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 57,298 | 2,145 | 0.0% | 0.0% | 15 | -3,177 | -5.25% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 47,723 | 1,786 | 0.0% | 0.0% | 16 | -144 | -0.3% | Q4 2025 | Mar 25, 2026 |
| MARSHALL WACE, LLP | History | Added to | 44,047 | 1,649 | 0.0% | 0.0% | 17 | +23,850 | 118.09% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 43,995 | 1,647 | 0.0% | 0.0% | 18 | +2,881 | 7.01% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 38,771 | 1,451 | 0.0% | 0.0% | 19 | +6,761 | 21.12% | Q4 2025 | Feb 17, 2026 |
| Fourthstone LLC | History | Reduced | 37,500 | 1,404 | 0.26% | 0.89% | 20 | -97,866 | -72.3% | Q4 2025 | Feb 13, 2026 |
| Daytona Street Capital LLC | History | New | 37,130 | 1,390 | 1.08% | — | 21 | +37,130 | New | Q4 2025 | Jan 21, 2026 |
| Empowered Funds, LLC | History | Added to | 35,869 | 1,342 | 0.02% | 0.01% | 22 | +3,293 | 10.11% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,755 | 1,226 | 0.0% | 0.0% | 23 | +27,046 | 473.74% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 27,134 | 1,015 | 0.0% | 0.0% | 24 | -3,517 | -11.47% | Q4 2025 | Feb 10, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 25,180 | 942 | 0.53% | 0.54% | 25 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 23,700 | 887 | 1.29% | 0.8% | 26 | -4,000 | -14.44% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 21,000 | 786 | 0.0% | 0.0% | 27 | +5,100 | 32.08% | Q4 2025 | Feb 06, 2026 |
| HoldCo Asset Management, LP | History | No change | 20,804 | 778 | 0.06% | 0.08% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 19,949 | 695 | 0.0% | — | 29 | +19,949 | New | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 17,974 | 672 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 17,525 | 656 | 0.01% | 0.01% | 31 | -2,706 | -13.38% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 17,269 | 646 | 0.0% | 0.0% | 32 | +6,516 | 60.6% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 15,690 | 587 | 0.0% | 0.0% | 33 | +9,187 | 141.27% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,279 | 572 | 0.0% | — | 34 | +15,279 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,389 | 501 | 0.0% | 0.0% | 35 | +2,144 | 19.07% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | No change | 13,347 | 499 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 12,500 | 468 | 0.0% | 0.0% | 37 | +4,400 | 54.32% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 12,211 | 457 | 0.0% | — | 38 | +12,211 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,672 | 437 | 0.0% | 0.0% | 39 | +743 | 6.8% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,286 | 385 | 0.0% | 0.0% | 40 | -3,987 | -27.93% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,095 | 303 | 0.0% | 0.0% | 41 | +3,035 | 59.98% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | New | 7,980 | 301 | 0.0% | — | 42 | +7,980 | New | Q4 2025 | Mar 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,113 | 266 | 0.0% | 0.0% | 43 | +4,113 | 137.1% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 7,104 | 265 | 0.0% | 0.01% | 44 | -1,330 | -15.77% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,018 | 262 | 0.0% | 0.0% | 45 | +51 | 0.73% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,750 | 252 | 0.0% | 0.0% | 46 | +2,134 | 46.23% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 6,148 | 230 | 0.0% | — | 47 | +6,148 | New | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,731 | 214 | 0.0% | — | 48 | +5,731 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 5,484 | 205 | 0.0% | — | 49 | +5,484 | New | Q4 2025 | Mar 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,400 | 202 | 0.0% | — | 50 | +5,400 | New | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,996 | 187 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,683 | 175 | 0.0% | 0.0% | 52 | -1,044 | -18.23% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,733 | 139 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,473 | 130 | 0.0% | 0.0% | 54 | -1,735 | -33.31% | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 127 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,796 | 104 | 0.0% | 0.0% | 56 | -33 | -1.17% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 2,017 | 75 | 0.0% | 0.0% | 57 | -2,176 | -51.9% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,360 | 50 | 0.0% | 0.0% | 58 | -164 | -10.76% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,201 | 44 | 0.0% | 0.0% | 60 | -988 | -45.13% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 1,200 | 44 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,016 | 38 | 0.0% | — | 61 | +1,016 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 732 | 27 | 0.0% | 0.0% | 63 | +233 | 46.69% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 741 | 27 | 0.0% | 0.0% | 62 | -39 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 615 | 23 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 544 | 20 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | New | 486 | 18 | 0.0% | — | 66 | +486 | New | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 395 | 14 | 0.0% | 0.0% | 68 | +170 | 75.56% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 375 | 14 | 0.0% | 0.0% | 67 | -17 | -4.34% | Q4 2025 | Jan 26, 2026 |
| State of Wyoming | History | Added to | 394 | 14 | 0.0% | 0.0% | 69 | +9 | 2.34% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 370 | 13 | 0.0% | 0.0% | 70 | -7 | -1.86% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 347 | 12 | 0.0% | 0.0% | 71 | -68 | -16.39% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 306 | 11 | 0.0% | 0.0% | 72 | +67 | 28.03% | Q4 2025 | Feb 18, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 285 | 10 | 0.0% | 0.0% | 73 | -145 | -33.72% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 189 | 7 | 0.0% | 0.0% | 74 | -17 | -8.25% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 199 | 7 | 0.0% | 0.0% | 75 | -5 | -2.45% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 137 | 5 | 0.0% | 0.0% | 76 | +68 | 98.55% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | New | 64 | 2 | 0.0% | — | 77 | +64 | New | Q4 2025 | Jan 05, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -34,857 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,105 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,727 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,951 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Covestor Ltd | History | Reduced | 8 | 0 | — | 0.0% | — | -25 | -75.76% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -16 | -88.89% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |