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Bay Harbor Wealth Management’s Lazard LAZ Stock Holding History

Bay Harbor Wealth Management’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
Q2 		$336 Buy
8
+1
+14% +$46 ﹤0.01% 1122
2026
Q1 		$297 Sell
7
-2
-22% -$98 ﹤0.01% 1101
2025
Q4 		$437 Buy
9
+4
+80% +$200 ﹤0.01% 902
2025
Q3 		$263 Buy
5
+2
+67% +$108 ﹤0.01% 958
2025
Q2 		$143 Hold
3
– – ﹤0.01% 1025
2025
Q1 		$129 Buy
+3
New +$149 ﹤0.01% 810

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's LAZ Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Lazard (LAZ) stake by 14% in Q2 2026, buying an estimated $46 and bringing the position to 8 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Bay Harbor Wealth Management first reported a position in LAZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $437 in Q4 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Bay Harbor Wealth Management held 8 shares of Lazard worth $336 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 Lazard share in Q2 2026, an estimated $46.
  • Lazard made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1122 holding.
  • Bay Harbor Wealth Management first reported a position in Lazard in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Lazard position peaked at $437 in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.