FIRST UNITED BANK & TRUST

Name: FIRST UNITED BANK & TRUST — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001214183 · OAKLAND, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗

FIRST UNITED BANK & TRUST reported 420 positions worth $347.6M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: QQQ (7.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$347.6M

2026 Q2

Positions

420

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

37.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 420 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	QQQ	Invesco QQQ Unit Series 1	SH	$24.3M	6.98%	32,944	—	—
▸ 2	VTV	Vanguard Value ETF	SH	$19.1M	5.50%	87,761	—	—
▸ 3	VOO	Vanguard Index FDS S&P 500 ETF Shs	SH	$12.6M	3.64%	18,402	—	—
▸ 4	DVY	iShares Select Dividend ETF	SH	$11.7M	3.36%	74,743	—	—
▸ 5	VO	Vanguard Mid-Cap ETF	SH	$11.3M	3.25%	140,053	—	—
▸ 6	VUG	Vanguard Growth ETF	SH	$11.2M	3.21%	129,468	—	—
▸ 7	IEFA	iShares Tr Core MSCI Eafe ETF	SH	$10.2M	2.93%	105,428	—	—
▸ 8	RSP	Invesco S&P 500 Equal Weight	SH	$10.1M	2.90%	47,370	—	—
▸ 9	AAPL	Apple Inc Com	SH	$9.8M	2.82%	33,851	—	—
▸ 10	IEMG	iShares in Core MSCI Emerging Mkts	SH	$8.6M	2.46%	103,235	—	—

The free plan shows the top 10 positions. The remaining 410 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FIRST UNITED BANK & TRUST hold as of Q2 2026?

FIRST UNITED BANK & TRUST reported 420 positions worth $347.6M in its Q2 2026 13F filing. Largest positions: QQQ (7.0%), VTV (5.5%), VOO (3.6%), DVY (3.4%) and VO (3.2%).

What did FIRST UNITED BANK & TRUST buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FIRST UNITED BANK & TRUST sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.