$FUNC

$46.03 +$0.36 (0.79%) Close

$FUNC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 6.5M shares outstanding

Who owns FUNC?

By type of holder

Institutions 48.6% Insiders 6.4% Everyone else 45.1%

Concentration Top 10 holders own 31.5%

BlackRock, Inc. 7.1% · Dimensional Fund Advisors LP 5.6%

Institutional ownership

48.6%

+2.1 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+136.3K

by institutions in Q2 2026

New / sold out

8 / 7

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +65.3K
Acadian Asset Management LLC +12.1K

Biggest sellers in Q2 2026

Angel Oak Capital Advisors, LLC −6.7K
Corient Private Wealth LP SOLD OUT −5.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for First United Corp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2010–FY2025

+5.7%

+0.69% a year

Each share's claim on the business

−5.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$15.5M vs $3.54M

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years12% 1–3 years16% Under 1 year8%

Quarterly turnover

3.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting FUNC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	456.2K	7.07%	+65.3K (+16.7%)	≤2021	0.0%
Shares held by quarter Peak holding456.2K (Q2'26) Change over 8 quarters+375.1K Share of the company7.070% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	361.9K	5.61%	+974 (+0.3%)	≤2021	0.0%
Shares held by quarter Peak holding383.7K (Q3'24) Change over 8 quarters−21.8K Share of the company5.610% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

456.2K

% of company

7.07%

Change vs last qtr

+65.3K (+16.7%)

Held since

≤2021

Dimensional Fund Advisors LP

361.9K

% of company

5.61%

Change vs last qtr

+974 (+0.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding First United Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FUNC on Form N-PORT; together they hold 22.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$8.6M	195.1K	3.02%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$7.33M	166.1K	2.57%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$8.6M

% of company

3.02%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$7.33M

% of company

2.57%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding First United Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WH Walls H Andrew III Insider	96.5K	1.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.500% Walls H Andrew III's insider activity →
RI Rudy Irvin Robert Insider	75.3K	1.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.170% Rudy Irvin Robert's insider activity →

Walls H Andrew III

Insider

96.5K

% of company

1.50%

Change vs last qtr

—

Held since

—

Rudy Irvin Robert

Insider

75.3K

% of company

1.17%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of First United Corp.

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