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
Q2 		$41.7K Buy
994
+53
+6% +$2.43K ﹤0.01% 2649
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 $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 $3.38T AUM 44.17% 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

Allworth Financial's LAZ Position: Q2 2026 in Review

Allworth Financial increased its Lazard (LAZ) stake by 5.6% in Q2 2026, buying an estimated $2.43K and bringing the position to 994 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Allworth Financial first reported a position in LAZ in Q2 2024 and has held it in 8 quarters since. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Allworth Financial held 994 shares of Lazard worth $41.7K as of Q2 2026.
  • Allworth Financial bought 53 Lazard shares in Q2 2026, an estimated $2.43K.
  • Lazard made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2649 holding.
  • Allworth Financial first reported a position in Lazard in Q2 2024 and has held it in 8 quarters since.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.