AIS
LAZ icon

Advocate Investing Services’s Lazard LAZ Stock Holding History

Advocate Investing Services’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 		$4.19K Hold
100
– – ﹤0.01% 340
2026
Q1 		$4.25K Hold
100
– – ﹤0.01% 317
2025
Q4 		$4.86K Buy
+100
New +$4.99K ﹤0.01% 287

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Advocate Investing Services's LAZ Position: Q2 2026 in Review

Advocate Investing Services held its Lazard (LAZ) position steady in Q2 2026 at 100 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Advocate Investing Services first reported a position in LAZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.86K in Q4 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Advocate Investing Services held 100 shares of Lazard worth $4.19K as of Q2 2026.
  • Advocate Investing Services left its Lazard share count unchanged in Q2 2026.
  • Lazard made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #340 holding.
  • Advocate Investing Services first reported a position in Lazard in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Lazard position peaked at $4.86K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.