Bank of Montreal
LAZ icon

Bank of Montreal’s Lazard LAZ Stock Holding History

Bank of Montreal’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
2015
Q4 		– Sell
-30,000
Closed -$1.3M – 4327
2015
Q3 		$1.3M Buy
+30,000
New +$1.55M ﹤0.01% 1466

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

Bank of Montreal's LAZ Position: Q2 2026 in Review

Bank of Montreal opened a new position in Lazard (LAZ) in Q2 2026: 9,110 shares worth $382K. The stake represents ﹤0.01% of the portfolio and ranks #2627 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in LAZ as recently as Q3 2023.

Bank of Montreal first reported a position in LAZ in Q2 2013 and has held it in 36 quarters since. The position peaked at $44.2M in Q1 2016. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Bank of Montreal held 9,110 shares of Lazard worth $382K as of Q2 2026.
  • Lazard was a new Bank of Montreal position in Q2 2026.
  • Lazard made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2627 holding.
  • Bank of Montreal first reported a position in Lazard in Q2 2013 and has held it in 36 quarters since.
  • Bank of Montreal's Lazard position peaked at $44.2M in Q1 2016.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.