AMG National Trust Bank’s Lazard LAZ Stock Holding History

AMG National Trust Bank’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	$1.72M	Sell	40,565 -1,098	-3%	-$53.7K	0.04%	245
2025 Q4	$2.02M	Sell	41,663 -2,551	-6%	-$127K	0.05%	206
2025 Q3	$2.33M	Buy	44,214 +267	+0.6%	+$14.4K	0.06%	194
2025 Q2	$2.11M	Buy	+43,947	New	+$1.84M	0.06%	196
2021 Q3	–	Sell	-59,991	Closed	-$2.71M	–	462
2021 Q2	$2.71M	Sell	59,991 -172	-0.3%	-$7.89K	0.09%	137
2021 Q1	$2.62M	Buy	60,163 +9,761	+19%	+$415K	0.09%	139
2020 Q4	$2.13M	Sell	50,402 -4,839	-9%	-$183K	0.08%	163
2020 Q3	$1.83M	Sell	55,241 -5,390	-9%	-$166K	0.08%	167
2020 Q2	$1.74M	Sell	60,631 -6,953	-10%	-$188K	0.08%	163
2020 Q1	$1.59M	Buy	67,584 +3,204	+5%	+$119K	0.12%	89
2019 Q4	$2.57M	Sell	64,380 -125	-0.2%	-$4.72K	0.15%	81
2019 Q3	$2.26M	Buy	+64,505	New	+$2.28M	0.13%	82

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AMG National Trust Bank's LAZ Position: Q1 2026 in Review

AMG National Trust Bank reduced its Lazard (LAZ) stake by 2.6% in Q1 2026, selling an estimated $53.7K and leaving 40,565 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #245.

AMG National Trust Bank first reported a position in LAZ in Q3 2019 and has held it in 12 quarters since. The position peaked at $2.71M in Q2 2021. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

AMG National Trust Bank held 40,565 shares of Lazard worth $1.72M as of Q1 2026.
AMG National Trust Bank sold 1,098 Lazard shares in Q1 2026, an estimated $53.7K.
Lazard made up 0.04% of AMG National Trust Bank's portfolio in Q1 2026, its #245 holding.
AMG National Trust Bank first reported a position in Lazard in Q3 2019 and has held it in 12 quarters since.
AMG National Trust Bank's Lazard position peaked at $2.71M in Q2 2021.
335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.