AssetMark Inc
LAZ icon

AssetMark Inc’s Lazard LAZ Stock Holding History

AssetMark Inc’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
Q3 		$114K Buy
3,152
+653
+26% +$27.3K ﹤0.01% 1611
2026
Q2 		$105K Sell
2,499
-1,785
-42% -$81.7K ﹤0.01% 1614
2026
Q1 		$182K Sell
4,284
-8
-0.2% -$391 ﹤0.01% 1372
2025
Q4 		$208K Sell
4,292
-247
-5% -$12.3K ﹤0.01% 1299
2025
Q3 		$240K Buy
4,539
+150
+3% +$8.09K ﹤0.01% 1230
2025
Q2 		$211K Sell
4,389
-90
-2% -$3.76K ﹤0.01% 1210
2025
Q1 		$194K Sell
4,479
-404
-8% -$20.1K ﹤0.01% 1150
2024
Q4 		$251K Sell
4,883
-530
-10% -$28.4K ﹤0.01% 1051
2024
Q3 		$273K Buy
5,413
+589
+12% +$27.3K ﹤0.01% 976
2024
Q2 		$184K Buy
4,824
+467
+11% +$18.2K ﹤0.01% 1010
2024
Q1 		$182K Buy
+4,357
New +$170K ﹤0.01% 955
2021
Q1 		– Sell
-15
Closed -$1K – 1449
2020
Q4 		$1K Buy
+15
New +$567 ﹤0.01% 1320
2019
Q1 		– Sell
-1,224
Closed -$45K – 1447
2018
Q4 		$45K Buy
+1,224
New +$48.8K ﹤0.01% 711

Other funds holding LAZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

AssetMark Inc's LAZ Position: Q3 2026 in Review

AssetMark Inc increased its Lazard (LAZ) stake by 26% in Q3 2026, buying an estimated $27.3K and bringing the position to 3,152 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

AssetMark Inc first reported a position in LAZ in Q4 2018 and has held it in 13 quarters since. The position peaked at $273K in Q3 2024. 143 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • AssetMark Inc held 3,152 shares of Lazard worth $114K as of Q3 2026.
  • AssetMark Inc bought 653 Lazard shares in Q3 2026, an estimated $27.3K.
  • Lazard made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1611 holding.
  • AssetMark Inc first reported a position in Lazard in Q4 2018 and has held it in 13 quarters since.
  • AssetMark Inc's Lazard position peaked at $273K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.