Arlington Trust’s Lazard LAZ Stock Holding History

Arlington Trust’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
2025 Q4	–	Sell	-150	Closed	-$7.92K	–	547
2025 Q3	$7.92K	Hold	150	–	–	﹤0.01%	494
2025 Q2	$7.2K	Hold	150	–	–	﹤0.01%	508
2025 Q1	$6.5K	Buy	+150	New	+$7.46K	﹤0.01%	538

Other funds holding LAZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arlington Trust's LAZ Position: Q4 2025 in Review

Arlington Trust sold out of Lazard (LAZ) in Q4 2025, closing a stake of 150 shares — an estimated $7.92K sold.

Arlington Trust first reported a position in LAZ in Q1 2025 and held it in 3 quarters. The position peaked at $7.92K in Q3 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

Arlington Trust reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
Arlington Trust sold 150 Lazard shares in Q4 2025, an estimated $7.92K.
Arlington Trust first reported a position in Lazard in Q1 2025 and held it in 3 quarters.
Arlington Trust's Lazard position peaked at $7.92K in Q3 2025.
336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Arlington Trust's 13F filing for Q4 2025, filed 30 Jan 2026.