First United Corp (FUNC) shareholders
FUNCNasdaqNational Commercial BanksFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 3, 2026Score 13/3017% above fair value
$46.26+0.03 (+0.06%)
Close on Nov 11, 2026Market cap $298.55MP/E 12.0Yield 2.08%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49.5%
3M of 6M shares
Institutional holders
90
9 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
18 buys · 5 sales
Net sold $502.68K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 378,880 | 5.90% | 13G (passive) | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 335,832 | 5.00% | 13G (passive) | Dec 29, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FUNC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 456,248 | 7.07% | $20.13M | +65,335 | 0.00% |
| Dimensional Fund Advisors LP | 361,916 | 5.61% | $15.96M | +974 | 0.00% |
| Vanguard Capital Management LLC | 269,289 | 4.17% | $11.88M | +332 | 0.00% |
| Gendell Jeffrey L | 178,352 | 2.76% | $7.87M | – | 0.07% |
| De Lisle Partners LLP | 164,390 | 2.55% | $7.28M | – | 0.79% |
| Geode Capital Management, LLC | 151,702 | 2.35% | $6.69M | +12,134 | 0.00% |
| Huber Capital Management LLC | 119,937 | 1.86% | $5.29M | – | 0.78% |
| American Century Companies Inc | 113,551 | 1.76% | $5.01M | +191 | 0.00% |
| Renaissance Technologies LLC | 111,195 | 1.72% | $4.90M | +7,600 | 0.01% |
| Acadian Asset Management LLC | 106,844 | 1.66% | $4.71M | +12,138 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 101,766 | 1.58% | $4.49M | +1,195 | 0.00% |
| State Street Corp | 85,440 | 1.32% | $3.77M | −1,916 | 0.00% |
| Bridgeway Capital Management, LLC | 75,780 | 1.17% | $3.34M | – | 0.06% |
| Northern Trust Corp | 64,429 | 1.00% | $2.84M | +4,946 | 0.00% |
| Goldman Sachs Group Inc | 62,888 | 0.97% | $2.77M | −1,375 | 0.00% |
| Pinnacle Holdings, LLC | 58,916 | 0.91% | $2.60M | −60 | 0.80% |
| Morgan Stanley | 52,964 | 0.82% | $2.34M | −696 | 0.00% |
| Two Sigma Investments, LP | 47,822 | 0.74% | $2.11M | +10,065 | 0.00% |
| Vanguard Portfolio Management LLC | 40,785 | 0.63% | $1.80M | +6,020 | 0.00% |
| Vanguard Fiduciary Trust Co | 39,638 | 0.61% | $1.75M | +1,693 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 90 | 3M | 49.5% | 9 / 37 | 23 / 6 | 0M | 0M |
| Q1 2026 | 88 | 3M | 47.4% | 11 / 25 | 36 / 8 | 0M | 0M |
| Q4 2025 | 86 | 3M | 48.1% | 15 / 28 | 27 / 7 | 0M | 0M |
| Q3 2025 | 78 | 3M | 46.9% | 18 / 19 | 25 / 5 | 0M | 0M |
| Q2 2025 | 65 | 3M | 46.9% | 25 / 22 | 13 / 15 | 1M | 1M |
| Q1 2025 | 55 | 3M | 43.9% | 8 / 28 | 13 / 8 | 0M | 0M |
| Q4 2024 | 55 | 3M | 43.9% | 9 / 22 | 17 / 4 | 0M | 0M |
| Q3 2024 | 51 | 3M | 42.3% | 15 / 19 | 8 / 4 | 0M | 0M |
| Q2 2024 | 41 | 2M | 38.2% | 3 / 15 | 14 / 9 | 0M | 0M |
| Q1 2024 | 47 | 3M | 38.9% | 10 / 21 | 10 / 5 | 1M | 0M |
| Q4 2023 | 42 | 2M | 34.5% | 9 / 16 | 7 / 2 | 0M | 0M |
| Q3 2023 | 35 | 2M | 32.8% | 3 / 7 | 12 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
111 funds held FUNC in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of FUNC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 195,054 | 3.02% | $8.60M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 166,107 | 2.57% | $7.33M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 97,066 | 1.50% | $3.84M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 83,677 | 1.30% | $3.69M | 0.02% | Jul 31, 2026 |
| Huber Small Cap Value Fund | 78,008 | 1.21% | $3.44M | 3.35% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 66,010 | 1.02% | $2.91M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 65,722 | 1.02% | $2.90M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 60,094 | 0.93% | $2.65M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 44,311 | 0.69% | $1.96M | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 38,112 | 0.59% | $1.68M | 0.07% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 37,553 | 0.58% | $1.66M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 35,254 | 0.55% | $1.56M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 31,007 | 0.48% | $1.23M | 0.01% | May 31, 2026 |
| Omni Small-Cap Value Fund | 29,176 | 0.45% | $1.29M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 28,601 | 0.44% | $1.13M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jason Barry Rush | Chairman, President & CEO, Director | 27,469 | 0.43% | Nov 3, 2026 |
| Tonya K. Sturm | EVP & CFO | 11,907 | 0.18% | Nov 3, 2026 |
| Robert L. Fisher II | EVP & Chief Banking Officer | 9,105 | 0.14% | Jul 29, 2026 |
| Keith Sanders | EVP & Chief Wealth Officer | 10,342 | 0.16% | Jul 27, 2026 |
| Anthony James Tasker | SVP & COO | 988 | 0.02% | Mar 10, 2026 |
| Julie W. Peterson | SVP & Chief Credit Officer | 1,603 | 0.02% | Mar 10, 2026 |
| Irvin Robert Rudy | Director | 38,000 | 0.59% | Nov 3, 2026 |
| Brian R. Boal | Director | 22,465 | 0.35% | Nov 3, 2026 |
| Shawn Robert Bender | Director | 784 | 0.01% | Oct 8, 2026 |
| Nina Andreya Beitzel | Director | 784 | 0.01% | Oct 8, 2026 |
| Steven Richard Stuck | Director | 784 | 0.01% | Oct 8, 2026 |
| Christy DiPietro | Director | 16,684 | 0.26% | May 29, 2026 |
| Beth Moran | Director | 28,952 | 0.45% | May 29, 2026 |
| Kevin Hessler | Director | 5,573 | 0.09% | May 29, 2026 |
| John F. Barr | Director | 30,904 | 0.48% | May 29, 2026 |
| H. Andrew Walls III | Director | 66,933 | 1.04% | May 29, 2026 |
| Sanu Chadha | Director | 9,862 | 0.15% | May 29, 2026 |
| Patricia Milon | Director | 11,481 | 0.18% | May 29, 2026 |
| Carissa Lynn Rodeheaver | – | 50,047 | 0.78% | Aug 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Irvin Robert Rudy Director | Nov 3, 2026 | Sale | −1,000 | $46.26 | $46.26K | 36,500 |
| Jason Barry Rush Chairman, President & CEO, Director | Nov 2, 2026 | Buy | +68.265 | $46.31 | $3.16K | 27,469 |
| Tonya K. Sturm EVP & CFO | Nov 2, 2026 | Buy | +2.647 | $46.31 | $123 | 11,901 |
| Brian R. Boal Director | Nov 2, 2026 | Buy | +78.9 | $46.31 | $3.65K | 22,465 |
| Nina Andreya Beitzel Director | Oct 7, 2026 | Award | +784 | – | – | 784 |
| Steven Richard Stuck Director | Oct 7, 2026 | Award | +784 | – | – | 784 |
| Shawn Robert Bender Director | Oct 7, 2026 | Award | +784 | – | – | 784 |
| Tonya K. Sturm EVP & CFO | Aug 3, 2026 | Buy | +2.47 | $45.84 | $113 | 11,835 |
| Brian R. Boal Director | Aug 3, 2026 | Buy | +73.59 | $45.84 | $3.37K | 22,386 |
| Carissa Lynn Rodeheaver – | Aug 3, 2026 | Buy | +103.05 | $45.84 | $4.72K | 49,010 |
| Carissa Lynn Rodeheaver – | Aug 3, 2026 | Buy | +36.88 | $45.32 | $1.67K | 48,907 |
| Jason Barry Rush Chairman, President & CEO, Director | Aug 3, 2026 | Buy | +63.67 | $45.84 | $2.92K | 27,311 |
| Robert L. Fisher II EVP & Chief Banking Officer | Jul 28, 2026 | Sale | −5,250 | $45.29 | $237.77K | 9,105 |
| Irvin Robert Rudy Director | Jul 24, 2026 | Sale | −1,000 | $44.58 | $44.58K | 37,500 |
| Keith Sanders EVP & Chief Wealth Officer | Jul 23, 2026 | Sale | −5,000 | $43.68 | $218.40K | 10,342 |
| John F. Barr Director | May 27, 2026 | Award | +1,000 | – | – | 30,904 |
| H. Andrew Walls III Director | May 27, 2026 | Award | +1,000 | – | – | 52,079 |
| Brian R. Boal Director | May 27, 2026 | Award | +1,395 | – | – | 22,312 |
| Irvin Robert Rudy Director | May 27, 2026 | Award | +1,000 | – | – | 38,500 |
| Sanu Chadha Director | May 27, 2026 | Award | +1,263 | – | – | 9,862 |
| Christy DiPietro Director | May 27, 2026 | Award | +1,395 | – | – | 16,684 |
| Beth Moran Director | May 27, 2026 | Award | +1,000 | – | – | 28,952 |
| Patricia Milon Director | May 27, 2026 | Award | +1,000 | – | – | 11,481 |
| Kevin Hessler Director | May 27, 2026 | Award | +1,395 | – | – | 5,573 |
| Robert L. Fisher II Chief Banking Officer | May 20, 2026 | Tax withholding | −146 | $36.88 | $5.38K | 14,355 |
| Tonya K. Sturm EVP & CFO | May 20, 2026 | Tax withholding | −133 | $36.88 | $4.91K | 11,776 |
| Keith Sanders EVP & Chief Wealth Officer | May 20, 2026 | Tax withholding | −120 | $36.88 | $4.43K | 15,342 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Award | +3,023 | – | – | 50,923 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Tax withholding | −2,638 | $37.54 | $99.03K | 48,729 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Returned to company | −235 | – | – | 51,773 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Award | +1,085 | – | – | 52,008 |
| Carissa Lynn Rodeheaver Director | May 7, 2026 | Returned to company | −406 | – | – | 51,367 |
| Jason Barry Rush President & CEO | May 1, 2026 | Buy | +76.08 | $38.10 | $2.90K | 27,167 |
| Carissa Lynn Rodeheaver Director | May 1, 2026 | Buy | +44.04 | $37.70 | $1.66K | 47,777 |
| Carissa Lynn Rodeheaver Director | May 1, 2026 | Buy | +123.14 | $38.10 | $4.69K | 47,900 |
| Brian R. Boal Director | May 1, 2026 | Buy | +78.48 | $38.10 | $2.99K | 20,917 |
| Tonya K. Sturm EVP & CFO | May 1, 2026 | Buy | +2.95 | $38.10 | $112 | 11,909 |
| Keith Sanders EVP & Chief Wealth Officer | Mar 16, 2026 | Award | +420 | – | – | 15,603 |
| Keith Sanders EVP & Chief Wealth Officer | Mar 16, 2026 | Tax withholding | −141 | $35.99 | $5.07K | 15,462 |
| Tonya K. Sturm EVP & CFO | Mar 16, 2026 | Tax withholding | −144 | $35.99 | $5.18K | 11,841 |
| Tonya K. Sturm EVP & CFO | Mar 16, 2026 | Award | +428 | – | – | 11,985 |
| Jason Barry Rush President & CEO | Mar 16, 2026 | Award | +502 | – | – | 27,000 |
| Robert L. Fisher II EVP & Chief Lending Officer | Mar 16, 2026 | Award | +526 | – | – | 14,679 |
| Robert L. Fisher II EVP & Chief Lending Officer | Mar 16, 2026 | Tax withholding | −178 | $35.99 | $6.41K | 14,501 |
| Carissa Lynn Rodeheaver Director | Mar 16, 2026 | Award | +766 | – | – | 47,899 |
| Carissa Lynn Rodeheaver Director | Mar 16, 2026 | Tax withholding | −311 | $35.99 | $11.19K | 47,588 |
| Julie W. Peterson SVP & Chief Credit Officer | Mar 6, 2026 | Award | +651 | – | – | 1,603 |
| Keith Sanders EVP & Chief Wealth Officer | Mar 6, 2026 | Award | +735 | – | – | 15,183 |
| Anthony James Tasker SVP & COO | Mar 6, 2026 | Award | +465 | – | – | 988 |
| Jason Barry Rush President & CEO | Mar 6, 2026 | Award | +1,252 | – | – | 26,498 |
| Tonya K. Sturm EVP & CFO | Mar 6, 2026 | Award | +819 | – | – | 11,557 |
| Robert L. Fisher II EVP & Chief Revenue Officer | Mar 6, 2026 | Award | +875 | – | – | 14,153 |
| Anthony James Tasker SVP & COO | Mar 6, 2026 | Award | +189 | – | – | 523 |
| Carissa Lynn Rodeheaver Director | Feb 25, 2026 | Tax withholding | −164 | $35.42 | $5.81K | 47,133 |
| Robert L. Fisher II Chief Revenue Officer | Feb 25, 2026 | Tax withholding | −106 | $35.42 | $3.75K | 13,278 |
| Keith Sanders Sr. VP & Sr. Trust Officer | Feb 25, 2026 | Tax withholding | −88 | $35.42 | $3.12K | 14,448 |
| Tonya K. Sturm EVP & CFO | Feb 25, 2026 | Tax withholding | −89 | $35.42 | $3.15K | 10,738 |
| Anthony James Tasker SVP & COO | Feb 4, 2026 | Sale | +0.85 | $39.15 | $33 | 334 |
| Jason Barry Rush President & CEO | Feb 3, 2026 | Buy | +72.58 | $39.68 | $2.88K | 25,246 |
| Tonya K. Sturm EVP & CFO | Feb 3, 2026 | Buy | +2.82 | $39.68 | $112 | 10,827 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
1.22%
0M shares short
Days to cover
3.0
At 0M shares a day
Change since last report
-4.8%
From 0M shares
Short volume, 20 days
52.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of First United's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,980 shares on Oct 13, 2026 over the last 90 days.
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