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 | No change | 456,248 | 20,125 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 363,672 | 15,554 | 0.0% | 0.0% | 2 | +1,756 | 0.49% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 269,289 | 11,878 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | No change | 178,352 | 7,867 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 164,390 | 7,276 | 0.79% | 0.79% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 149,585 | 6,399 | 0.0% | 0.0% | 6 | -2,117 | -1.4% | Q3 2026 | Nov 06, 2026 |
| Huber Capital Management LLC | History | No change | 119,937 | 5,290 | 0.78% | 0.78% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 113,551 | 5,008 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 115,588 | 4,938 | 0.01% | 0.01% | 9 | +8,744 | 8.18% | Q3 2026 | Nov 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 111,195 | 4,904 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 101,766 | 4,488 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 85,440 | 3,768 | 0.0% | 0.0% | 12 | 0 | 0.0% | 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 | No change | 64,429 | 2,841 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 62,888 | 2,773 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 58,916 | 2,598 | 0.8% | 0.8% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 52,964 | 2,336 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 47,822 | 2,109 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 40,785 | 1,799 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 39,638 | 1,748 | 0.0% | 0.0% | 20 | 0 | 0.0% | 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 | 1,608 | 1.14% | 1.2% | 22 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARSHALL WACE, LLP | History | No change | 29,242 | 1,289 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 27,200 | 1,163 | 0.0% | 0.0% | 24 | +3,200 | 13.33% | Q3 2026 | Nov 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 24,910 | 1,065 | 0.0% | 0.0% | 25 | -666 | -2.6% | Q3 2026 | Nov 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 23,343 | 1,029 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 22,613 | 997 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 20,804 | 917 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,928 | 879 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 17,651 | 778 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 17,000 | 749 | 0.94% | 0.94% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 15,753 | 673 | 0.0% | 0.0% | 32 | +4,653 | 41.92% | Q3 2026 | Nov 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 14,771 | 631 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,149 | 580 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 12,544 | 536 | 0.0% | 0.0% | 35 | +559 | 4.66% | Q3 2026 | Nov 10, 2026 |
| Trexquant Investment LP | History | No change | 12,058 | 531 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,619 | 513 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 11,484 | 501 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 11,028 | 471 | 0.0% | 0.0% | 39 | +850 | 8.35% | Q3 2026 | Nov 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 8,125 | 358 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 8,021 | 343 | 0.15% | 0.09% | 42 | +3,073 | 62.11% | Q3 2026 | Oct 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,781 | 343 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,676 | 338 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 7,511 | 321 | 0.0% | 0.0% | 44 | +2,924 | 63.75% | Q3 2026 | Nov 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,114 | 313 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 6,951 | 306 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 6,299 | 269 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Nov 10, 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 | No change | 5,595 | 246 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,400 | 238 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,522 | 236 | 0.0% | 0.0% | 51 | -291 | -5.01% | Q3 2026 | Nov 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,100 | 224 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 4,951 | 218 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 4,732 | 202 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,562 | 201 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,698 | 200 | 0.0% | 0.0% | 56 | -652 | -12.19% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,733 | 164 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 3,705 | 158 | 0.0% | 0.0% | 58 | +1,706 | 85.34% | Q3 2026 | Nov 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,572 | 152 | 0.0% | 0.0% | 59 | -3 | -0.08% | Q3 2026 | Nov 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 | No change | 2,872 | 128 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,803 | 123 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,250 | 99 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,109 | 93 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 2,100 | 89 | 0.0% | 0.0% | 65 | +600 | 40.0% | Q3 2026 | Oct 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,311 | 56 | 0.0% | 0.0% | 66 | -922 | -41.29% | Q3 2026 | Nov 09, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 758 | 33 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 744 | 31 | 0.0% | 0.0% | 68 | +3 | 0.4% | Q3 2026 | Nov 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 615 | 27 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | New | 557 | 23 | 0.0% | — | 71 | +557 | New | Q3 2026 | Nov 05, 2026 |
| Legal & General Group Plc | History | No change | 544 | 23 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 486 | 20 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Reduced | 445 | 19 | 0.0% | 0.0% | 73 | -2,365 | -84.16% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | New | 268 | 11 | 0.0% | — | 74 | +268 | New | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 120 | 5 | 0.0% | 0.0% | 75 | -3 | -2.44% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 84 | 3 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 28 | 1 | 0.0% | — | 82 | +28 | New | Q3 2026 | Oct 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 33 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 30 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 34 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -22,372 | -100.0% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -896 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Global Retirement Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Nov 10, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q3 2026 | Oct 08, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q3 2026 | Nov 10, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Allworth Financial LP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| IFP Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |