Lazard Asset Management
FUNC icon

Lazard Asset Management’s First United FUNC Stock Holding History

Lazard Asset Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,547
Closed -$234K – 1994
2025
Q2 		$234K Sell
7,547
-2,399
-24% -$71K ﹤0.01% 1667
2025
Q1 		$298K Buy
+9,946
New +$335K ﹤0.01% 1532
2024
Q4 		– Sell
-1,216
Closed -$36K – 2371
2024
Q3 		$36K Buy
+1,216
New +$32.7K ﹤0.01% 1960

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management's FUNC Position: Q3 2025 in Review

Lazard Asset Management sold out of First United (FUNC) in Q3 2025, closing a stake of 7,547 shares — an estimated $234K sold.

Lazard Asset Management first reported a position in FUNC in Q3 2024 and held it in 3 quarters. The position peaked at $298K in Q1 2025. 78 funds tracked by Wall St. Rank hold FUNC as of Q3 2025.

  • Lazard Asset Management reported no remaining First United position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 7,547 First United shares in Q3 2025, an estimated $234K.
  • Lazard Asset Management first reported a position in First United in Q3 2024 and held it in 3 quarters.
  • Lazard Asset Management's First United position peaked at $298K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held First United as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.