First United (FUNC) Securities - Held-to-maturity (2012 - 2026)
First United's Securities - Held-to-maturity was $168.21 million in Q3 2026, down 2.7% from $172.82 million a year earlier and down 1.2% from the prior quarter.
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Analysis
First United (FUNC) Securities - Held-to-maturity (2012 - 2026) Analysis & Trends
At the end of FY2025, Securities - Held-to-maturity at First United came in at $171.36 million, down 2.4% from FY2024.
- Securities - Held-to-maturity has now declined for three consecutive years, though with a five-year compound annual growth rate of 20.2% (FY2020 to FY2025).
- In earlier years, Securities - Held-to-maturity was $175.5 million in FY2024 (-18.1%), $214.3 million in FY2023 (-9.1%), $235.66 million in FY2022 (+318.9%) and $56.26 million in FY2021 (-17.6%).
- The Q3 2026 figure marks the lowest quarterly Securities - Held-to-maturity since Q4 2021.
- Compared with a year earlier, Securities - Held-to-maturity has declined for five straight quarters, with an average decline of 4.0% over the last eight quarters.
- The best year-over-year quarter for Securities - Held-to-maturity over five years was Q4 2022 (growth of 318.9%); the worst was Q2 2024 (a decline of 24.5%).
- Per Business Quant data, FUNC's Securities - Held-to-maturity in the three quarters before Q3 2026 was $170.26 million (Q2 2026), $172.67 million (Q1 2026) and $171.36 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 918.91 Bn | 918.91 Bn | - |
| 2 | Banco Santander Chile | 870.35 Bn | 846.93 Bn | - |
| 3 | Bank Of America | 358.55 Bn | -2,017.56 Bn | - |
| 4 | Hsbc Holdings | 315.74 Bn | -668.95 Bn | - |
| 5 | Morgan Stanley | 290.88 Bn | -253.14 Bn | - |
| 6 | Royal Bank Of Canada | 287.92 Bn | 137.98 Bn | - |
| 7 | Goldman Sachs | 270.57 Bn | -3,472.88 Bn | - |
| 8 | Wells Fargo & Company | 258.79 Bn | 258.79 Bn | - |
| 9 | Mitsubishi Ufj Financial | 247.94 Bn | 129.81 Bn | - |
| 10 | First United | 299.30 Mn | -82.22 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 168.21 Mn |
| Jun 30, 2026 | 170.26 Mn |
| Mar 31, 2026 | 172.67 Mn |
| Dec 31, 2025 | 171.36 Mn |
| Sep 30, 2025 | 172.82 Mn |
| Jun 30, 2025 | 174.95 Mn |
| Mar 31, 2025 | 174.14 Mn |
| Dec 31, 2024 | 175.50 Mn |
| Sep 30, 2024 | 174.05 Mn |
| Jun 30, 2024 | 174.24 Mn |
| Mar 31, 2024 | 183.18 Mn |
| Dec 31, 2023 | 214.30 Mn |
| Sep 30, 2023 | 215.73 Mn |
| Jun 30, 2023 | 230.76 Mn |
| Mar 31, 2023 | 233.08 Mn |
| Dec 31, 2022 | 235.66 Mn |
| Sep 30, 2022 | 238.45 Mn |
| Jun 30, 2022 | 240.59 Mn |
| Mar 31, 2022 | 241.66 Mn |
| Dec 31, 2021 | 56.26 Mn |
API Access
First United Securities - Held-to-maturity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=FUNC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "ticker": "FUNC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=FUNC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();