FIRST UNITED CORP/MD/ - FUNC
Detailed investor-level table based on 13F positions.
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 | 456,248 | 20,125 | 0.0% | 0.0% | 1 | +65,335 | 16.71% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 361,916 | 15,964 | 0.0% | 0.0% | 2 | +974 | 0.27% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 269,289 | 11,878 | 0.0% | 0.0% | 3 | +332 | 0.12% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | No change | 178,352 | 7,867 | 0.07% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 164,390 | 7,276 | 0.79% | 0.72% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 151,702 | 6,693 | 0.0% | 0.0% | 6 | +12,134 | 8.69% | Q2 2026 | Aug 12, 2026 |
| Huber Capital Management LLC | History | No change | 119,937 | 5,290 | 0.78% | 0.68% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 113,551 | 5,008 | 0.0% | 0.0% | 8 | +191 | 0.17% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 111,195 | 4,904 | 0.01% | 0.01% | 9 | +7,600 | 7.34% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 106,844 | 4,709 | 0.01% | 0.0% | 10 | +12,138 | 12.82% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 101,766 | 4,488 | 0.0% | 0.0% | 11 | +1,195 | 1.19% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 85,440 | 3,768 | 0.0% | 0.0% | 12 | -1,916 | -2.19% | Q2 2026 | Sep 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 75,780 | 3,342 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 64,429 | 2,841 | 0.0% | 0.0% | 14 | +4,946 | 8.31% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 62,888 | 2,773 | 0.0% | 0.0% | 15 | -1,375 | -2.14% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 58,916 | 2,598 | 0.8% | 0.7% | 16 | -60 | -0.1% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 52,964 | 2,336 | 0.0% | 0.0% | 17 | -696 | -1.3% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 47,822 | 2,109 | 0.0% | 0.0% | 18 | +10,065 | 26.66% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 40,785 | 1,799 | 0.0% | 0.0% | 19 | +6,020 | 17.32% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 39,638 | 1,748 | 0.0% | 0.0% | 20 | +1,693 | 4.46% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 38,112 | 1,681 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | No change | 37,130 | 1,638 | 1.2% | 1.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | Added to | 29,242 | 1,289 | 0.0% | 0.0% | 23 | +622 | 2.17% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 25,576 | 1,128 | 0.0% | 0.0% | 24 | +1,587 | 6.62% | Q2 2026 | Aug 06, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 24,000 | 1,059 | 0.0% | 0.0% | 25 | +1,294 | 5.7% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 23,343 | 1,029 | 0.0% | 0.0% | 26 | -5,442 | -18.91% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 22,613 | 997 | 0.02% | 0.02% | 27 | +2 | 0.01% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 22,372 | 986 | 0.53% | 0.5% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HoldCo Asset Management, LP | History | No change | 20,804 | 917 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,928 | 879 | 0.0% | 0.0% | 30 | -3,221 | -13.91% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 17,651 | 778 | 0.0% | 0.0% | 31 | +1,728 | 10.85% | Q2 2026 | Aug 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 17,000 | 749 | 0.94% | 0.96% | 32 | -6,700 | -28.27% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 14,771 | 651 | 0.0% | 0.0% | 33 | -4,506 | -23.38% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,149 | 580 | 0.0% | 0.0% | 34 | -2,032 | -13.39% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Reduced | 12,058 | 531 | 0.0% | 0.0% | 35 | -458 | -3.66% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 11,985 | 528 | 0.0% | 0.0% | 36 | +6,083 | 103.07% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,619 | 513 | 0.0% | 0.0% | 37 | +947 | 8.87% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 11,484 | 501 | 0.0% | 0.0% | 38 | -24 | -0.21% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,100 | 489 | 0.0% | 0.0% | 39 | -3,345 | -23.16% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 10,178 | 448 | 0.0% | 0.0% | 40 | -631 | -5.84% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 8,125 | 358 | 0.0% | 0.0% | 41 | +680 | 9.13% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,781 | 343 | 0.0% | 0.0% | 42 | -714 | -8.4% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,676 | 338 | 0.0% | — | 43 | +7,676 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,114 | 313 | 0.0% | 0.0% | 44 | +49 | 0.69% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 6,951 | 306 | 0.0% | 0.0% | 45 | -2,467 | -26.19% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 6,299 | 277 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,813 | 256 | 0.0% | 0.0% | 47 | -1,094 | -15.84% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,742 | 253 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 5,595 | 246 | 0.0% | — | 49 | +5,595 | New | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 5,400 | 238 | 0.0% | — | 50 | +5,400 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,350 | 235 | 0.0% | 0.0% | 51 | +577 | 12.09% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,100 | 224 | 0.0% | 0.0% | 52 | +2,823 | 123.98% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 4,951 | 218 | 0.01% | — | 53 | +4,951 | New | Q2 2026 | Aug 14, 2026 |
| Trail Ridge Investment Advisors, LLC | History | New | 4,948 | 218 | 0.09% | — | 54 | +4,948 | New | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 4,732 | 208 | 0.02% | — | 55 | +4,732 | New | Q2 2026 | Jul 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 4,587 | 202 | 0.0% | 0.0% | 56 | +101 | 2.25% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,562 | 201 | 0.0% | 0.0% | 57 | -1,726 | -27.45% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,733 | 164 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,575 | 157 | 0.0% | 0.0% | 59 | +2,871 | 407.81% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,400 | 149 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,872 | 128 | 0.0% | 0.0% | 61 | +425 | 17.37% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 2,810 | 123 | 0.0% | 0.0% | 62 | +2,530 | 903.57% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,803 | 123 | 0.0% | 0.0% | 63 | -61 | -2.13% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,250 | 99 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 2,233 | 98 | 0.0% | 0.0% | 65 | +1,032 | 85.93% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,109 | 93 | 0.0% | 0.0% | 66 | +819 | 63.49% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 1,999 | 88 | 0.0% | 0.0% | 67 | -464 | -18.84% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 1,500 | 66 | 0.0% | 0.0% | 68 | +300 | 25.0% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 896 | 39 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 758 | 33 | 0.0% | 0.0% | 70 | -914 | -54.67% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 741 | 32 | 0.0% | 0.0% | 71 | +4 | 0.54% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 615 | 27 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 544 | 23 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 486 | 21 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 215 | 7 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 123 | 5 | 0.0% | 0.0% | 76 | -76 | -38.19% | Q2 2026 | Jul 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 84 | 3 | 0.0% | 0.0% | 77 | -242 | -74.23% | Q2 2026 | Aug 24, 2026 |
| Quarry LP | History | New | 34 | 1 | 0.0% | — | 82 | +34 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 33 | 1 | 0.0% | — | 81 | +33 | New | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 30 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,479 | -100.0% | Q2 2026 | Aug 27, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Evergreen Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Added to | 18 | 0 | — | — | — | +10 | 125.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 7 | 0 | — | — | — | -4 | -36.36% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |