Action Point Financial Planning’s Lazard LAZ Stock Holding History

Action Point Financial Planning’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 Q2	$3.06K	Buy	+73	New	+$3.34K	﹤0.01%	2055

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Action Point Financial Planning's LAZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lazard (LAZ) in Q2 2026: 73 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings.

341 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Action Point Financial Planning held 73 shares of Lazard worth $3.06K as of Q2 2026.
Lazard was a new Action Point Financial Planning position in Q2 2026.
Lazard made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2055 holding.
341 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.