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
2026
Q2 		$247K Buy
+5,595
New +$218K ﹤0.01% 1611
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lazard Asset Management's FUNC Position: Q2 2026 in Review

Lazard Asset Management opened a new position in First United (FUNC) in Q2 2026: 5,595 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in FUNC as recently as Q2 2025.

Lazard Asset Management first reported a position in FUNC in Q3 2024 and has held it in 4 quarters since. The position peaked at $298K in Q1 2025. 89 funds tracked by Wall St. Rank hold FUNC as of Q2 2026.

  • Lazard Asset Management held 5,595 shares of First United worth $247K as of Q2 2026.
  • First United was a new Lazard Asset Management position in Q2 2026.
  • First United made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1611 holding.
  • Lazard Asset Management first reported a position in First United in Q3 2024 and has held it in 4 quarters since.
  • Lazard Asset Management's First United position peaked at $298K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held First United as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.