Superior Planning, LLC’s Lazard LAZ Stock Holding History

Superior Planning, LLC’s Portfolio LAZ Stock Details LAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.88K	Buy	+52	New	+$2.17K	﹤0.01%	1585

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's LAZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lazard (LAZ) in Q3 2026: 52 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings.

238 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

Superior Planning, LLC held 52 shares of Lazard worth $1.88K as of Q3 2026.
Lazard was a new Superior Planning, LLC position in Q3 2026.
Lazard made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1585 holding.
238 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.