First United Ownership | Who Owns First United?
First United Ownership Summary
First United is owned by 11.35% institutional investors, 8.02% insiders, and 80.63% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.65% of FUNC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.09% of its assets in First United shares.
FUNC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First United | 11.35% | 8.02% | 80.63% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Dimensional fund advisors lp | 366.86K | 5.65% | $13.49M |
| Blackrock funding, inc. /de | 347.17K | 5.35% | $12.77M |
| Vanguard group | 341.16K | 5.26% | $12.54M |
| Gendell jeffrey l | 178.35K | 2.75% | $6.56M |
| De lisle partners llp | 150.39K | 2.32% | $5.52M |
| Millennium management | 140.59K | 2.17% | $4.22M |
| Geode capital management | 139.41K | 2.15% | $5.13M |
| Fourthstone | 135.37K | 2.09% | $4.98M |
| Huber capital management | 119.94K | 1.85% | $4.41M |
| Renaissance | 117.59K | 1.81% | $4.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 135.37K | 0.89% | $4.98M |
| Angel oak capital advisors | 27.70K | 0.80% | $1.02M |
| Pinnacle | 58.98K | 0.76% | $2.17M |
| Huber capital management | 119.94K | 0.70% | $4.41M |
| De lisle partners llp | 150.39K | 0.68% | $5.52M |
| Summerhaven investment management | 25.18K | 0.54% | $925.87K |
| Truemark investments | 34.86K | 0.22% | $1.28M |
| Gendell jeffrey l | 178.35K | 0.12% | $6.56M |
| Holdco asset management, lp | 20.80K | 0.08% | $764.96K |
| Bridgeway capital management | 70.24K | 0.06% | $2.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 140.59K | 0.00% | 109.34K |
| Susquehanna group, llp | 92.43K | 0.00% | 78.55K |
| Fourthstone | 135.37K | 0.89% | 39.75K |
| Truemark investments | 34.86K | 0.22% | 34.86K |
| Summerhaven investment management | 25.18K | 0.54% | 25.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -150.36K |
| Hillsdale investment management | - | - | -52.48K |
| Ejf capital | - | - | -36.10K |
| Park circle | - | - | -22.90K |
| Schonfeld strategic advisors | - | - | -19.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Truemark investments | 34.86K | 0.22% | 34.86K | $1.28M |
| Summerhaven investment management | 25.18K | 0.54% | 25.18K | $925.87K |
| Deutsche bank ag\ | 5.00K | 0.00% | 5.00K | $183.70K |
| Wealthspire advisors | 3.00K | 0.00% | 3.00K | $110.31K |
| Russell investments group | 499.00 | - | 499.00 | $18.35K |
Sold Out
| Holder | Change |
|---|---|
| First united bank & trust | -11.00 |
| Innealta capital | -47.00 |
| Northwest financial advisors | -100.00 |
| Coldstream capital management | -110.00 |
| Macquarie group | -122.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 25 | -59.02% | 736,583 | -74.45% | 11 | 0.58% | 12 | -72.73% | 6 | -50.00% |
| Jun 30, 2025 | 64 | 16.36% | 3,000,685 | 5.88% | 46 | 2.42% | 46 | 27.78% | 13 | - |
| Mar 31, 2025 | 2 | -96.36% | 151,832 | -94.64% | 2 | 0.12% | 2 | -93.55% | - | -100.00% |
| Dec 31, 2024 | 55 | 7.84% | 2,833,798 | 3.87% | 43 | 2.46% | 31 | -6.06% | 17 | 112.50% |
| Sep 30, 2024 | 50 | 19.05% | 2,723,249 | 10.61% | 42 | 3.06% | 33 | 73.68% | 8 | -38.46% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 199.96K | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 195.64K | 3.01% | -4.31K |
| VT De Lisle America B USD | 150.39K | 2.32% | - |
| Huber Small Cap Value | 119.94K | 1.85% | 41.93K |
| iShares Russell 2000 ETF | 95.21K | 1.47% | - |
| DFA US Small Cap Value I | 87.86K | 1.35% | -1.77K |
| Avantis US Small Cap Value ETF | 86.84K | 1.34% | - |
| Huber Small Cap Value Inv | 78.01K | 1.20% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 67.02K | 1.03% | -30.54K |
| Fidelity Small Cap Index | 60.20K | 0.93% | 60.20K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 03, 2025 | Sturm Tonya K. | SVP & CFO | Buy | $2.24K |
| Nov 03, 2025 | Rush Jason Barry | SVP & COO | Buy | $2.86K |
| Nov 03, 2025 | Boal Brian R. | - | Buy | $2.95K |
| Nov 03, 2025 | Rodeheaver Carissa Lynn | Chairman, President & CEO | Buy | $4.63K |
| Nov 03, 2025 | Rodeheaver Carissa Lynn | Chairman, President & CEO | Buy | $1.64K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 4 | - |
| 2025 Q3 | 4 | 1 |
| 2025 Q2 | 4 | - |
| 2025 Q1 | 7 | - |
| 2024 Q4 | 4 | - |
FUNC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools