AF
LAZ icon

Allworth Financial’s Lazard LAZ Stock Holding History

Allworth Financial’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
Q1 		$40K Buy
941
+422
+81% +$20.6K ﹤0.01% 2495
2025
Q4 		$25.2K Buy
519
+181
+54% +$9.03K ﹤0.01% 2657
2025
Q3 		$17.8K Buy
338
+46
+16% +$2.48K ﹤0.01% 2772
2025
Q2 		$14K Buy
292
+113
+63% +$4.72K ﹤0.01% 2733
2025
Q1 		$7.14K Buy
179
+175
+4,375% +$8.7K ﹤0.01% 2586
2024
Q4 		$217 Buy
+4
New +$214 ﹤0.01% 3772
2024
Q3 		– Sell
-200
Closed -$8.96K – 3793
2024
Q2 		$8.96K Buy
+200
New +$7.81K ﹤0.01% 2264

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return