First United Ownership | Who Owns First United?
First United Ownership Summary
First United is owned by 49.89% institutional investors, 7.81% insiders, and 42.30% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.01% 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 | 49.89% | 7.81% | 42.30% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 390.91K | 6.01% | $14.32M |
| Dimensional fund advisors lp | 360.94K | 5.55% | $13.22M |
| Vanguard group | 343.29K | 5.29% | $12.85M |
| Gendell jeffrey l | 178.35K | 2.74% | $6.53M |
| De lisle partners llp | 164.39K | 2.53% | $6.03M |
| Geode capital management | 139.57K | 2.15% | $5.12M |
| Huber capital management | 119.94K | 1.85% | $4.39M |
| American century companies | 113.36K | 1.74% | $4.15M |
| Renaissance | 103.59K | 1.59% | $3.80M |
| Arrowstreet capital, limited partnership | 100.57K | 1.55% | $3.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Angel oak capital advisors | 23.70K | 0.96% | $868.37K |
| De lisle partners llp | 164.39K | 0.72% | $6.03M |
| Pinnacle | 58.98K | 0.70% | $2.16M |
| Huber capital management | 119.94K | 0.68% | $4.39M |
| Summerhaven investment management | 22.37K | 0.50% | $819.71K |
| Gendell jeffrey l | 178.35K | 0.09% | $6.53M |
| Holdco asset management, lp | 20.80K | 0.06% | $762.26K |
| Bridgeway capital management | 75.78K | 0.06% | $2.78M |
| Martingale asset management l p | 22.61K | 0.02% | $828.47K |
| Empowered funds | 38.11K | 0.01% | $1.40M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Susquehanna group, llp | 92.43K | 0.00% | 78.55K |
| Vanguard fiduciary trust | 37.95K | 0.00% | 37.95K |
| Martingale asset management l p | 22.61K | 0.02% | 22.61K |
| Goldman sachs group | 64.26K | 0.00% | 16.54K |
| Qube research | 28.79K | 0.00% | 13.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -150.36K |
| Hillsdale investment management | - | - | -52.48K |
| Fourthstone | - | - | -37.50K |
| Ejf capital | - | - | -36.10K |
| Truemark investments | - | - | -34.86K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 37.95K | 0.00% | 37.95K | $1.39M |
| Martingale asset management l p | 22.61K | 0.02% | 22.61K | $828.47K |
| Prudential financial | 7.45K | 0.00% | 7.45K | $272.79K |
| Vanguard global advisers | 2.25K | - | 2.25K | $82.44K |
| Ubs asset management americas | 30.00 | - | 30.00 | $1.10K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Root financial partners | -3.00 |
| Mai capital management | -3.00 |
| First united bank & trust | -11.00 |
| Srs capital advisors | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 92 | 5.75% | 3,218,696 | 5.32% | 49 | 2.25% | 48 | 29.73% | 23 | -32.35% |
| Mar 31, 2026 | 83 | -1.19% | 3,049,688 | -1.30% | 46 | 2.08% | 37 | -13.95% | 30 | 20.00% |
| Dec 31, 2025 | 37 | -51.95% | 1,257,478 | -58.38% | 19 | 0.89% | 15 | -60.53% | 13 | -43.48% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 199.96K | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 195.05K | 3.03% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 195.05K | 3.02% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 195.05K | 3.02% | - |
| VT De Lisle America B USD | 164.39K | 2.55% | - |
| iShares Russell 2000 ETF | 163.69K | 2.54% | -2.88K |
| Huber Small Cap Value | 119.94K | 1.86% | - |
| Avantis US Small Cap Value ETF | 112.94K | 1.75% | 575.00 |
| DFA US Small Cap Value I | 83.68K | 1.30% | - |
| Huber Small Cap Value Inv | 78.01K | 1.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 03, 2026 | Rodeheaver Carissa Lynn | Retired director | Buy | $4.72K |
| Aug 03, 2026 | Rodeheaver Carissa Lynn | Retired director | Buy | $1.67K |
| Aug 03, 2026 | Rush Jason Barry | Chairman, President & CEO | Buy | $2.92K |
| Aug 03, 2026 | Sturm Tonya K. | EVP & CFO | Buy | $113.18 |
| Aug 03, 2026 | Boal Brian R. | - | Buy | $3.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 5 | 3 |
| 2026 Q2 | 5 | - |
| 2026 Q1 | 5 | 1 |
| 2025 Q4 | 5 | - |
| 2025 Q3 | 4 | 1 |
FUNC Ownership FAQ
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