Bailard
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Bailard’s AZZ Inc AZZ Stock Holding History

Bailard’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,800
Closed -$279K – 762
2026
Q2 		$279K Buy
+1,800
New +$256K 0.01% 663
2022
Q4 		– Sell
-12,600
Closed -$460K – 709
2022
Q3 		$460K Buy
+12,600
New +$525K 0.02% 379
2020
Q3 		– Sell
-6,700
Closed -$230K – 558
2020
Q2 		$230K Buy
+6,700
New +$205K 0.01% 413

Other funds holding AZZ

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Lionshead Wealth Management
Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 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

Bailard's AZZ Position: Q3 2026 in Review

Bailard sold out of AZZ Inc (AZZ) in Q3 2026, closing a stake of 1,800 shares — an estimated $279K sold.

Bailard first reported a position in AZZ in Q2 2020 and held it in 3 quarters. The position peaked at $460K in Q3 2022. 45 funds tracked by Wall St. Rank hold AZZ as of Q3 2026.

  • Bailard reported no remaining AZZ Inc position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 1,800 AZZ Inc shares in Q3 2026, an estimated $279K.
  • Bailard first reported a position in AZZ Inc in Q2 2020 and held it in 3 quarters.
  • Bailard's AZZ Inc position peaked at $460K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held AZZ Inc as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.