13F Insight
DOSSIER · 13F-HR · Q2 2026

FIRST UNITED BANK & TRUST

$348M in tracked AUM across 589 positions as of Q2 2026.

FU
CIK 0001214183 · last filed Jun 30, 2026
Total AUM
$348M
as of Q2 2026
Holdings
589
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

FIRST UNITED BANK & TRUST filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
Invesco QQQ Unit Series 1
$24M33K7.0%02
VTV
Vanguard Value ETF
$19M88K5.5%03
VOO
Vanguard Index FDS S&P 500 ETF Shs
$13M18K3.6%04
DVY
iShares Select Dividend ETF
$12M75K3.4%05
VO
Vanguard Mid-Cap ETF
$11M140K3.2%06
VUG
Vanguard Growth ETF
$11M129K3.2%07
IEFA
iShares Tr Core MSCI Eafe ETF
$10M105K2.9%08
RSP
Invesco S&P 500 Equal Weight
$10M47K2.9%09
AAPL
Apple Inc Com
$10M34K2.8%10
IEMG
iShares in Core MSCI Emerging Mkts
$9M103K2.5%

Filing history

2026Q2Jun 30
$348M▲ 12.9%
589 positionsView →2026Q1Mar 31
$308M▼ 1.7%
560 positionsView →2025Q4Dec 31
$313M▲ 1.7%
557 positionsView →2025Q3Sep 30
$308M▲ 7.4%
584 positionsView →2025Q2Jun 30
$287M▲ 7.2%
551 positionsLocked2025Q1Mar 31
$268M▼ 2.8%
562 positionsLocked2024Q4Dec 31
$275M▼ 1.1%
526 positionsLocked2024Q3Sep 30
$278M▲ 3.6%
527 positionsLocked2024Q2Jun 30
$269M▼ 0.5%
557 positionsLocked2024Q1Mar 31
$270M▲ 7.9%
577 positionsLocked2023Q4Dec 31
$250M▲ 16.5%
600 positionsLocked2023Q3Sep 30
$215M▼ 4.5%
154 positionsLocked
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