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Berbice Capital Management’s Lazard LAZ Stock Holding History

Berbice Capital 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
2025
Q4 		– Sell
-900
Closed -$47.5K – 179
2025
Q3 		$47.5K Hold
900
– – 0.03% 94
2025
Q2 		$43.2K Hold
900
– – 0.03% 91
2025
Q1 		$39K Hold
900
– – 0.03% 91
2024
Q4 		$46.3K Buy
+900
New +$48.2K 0.04% 83

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Berbice Capital Management's LAZ Position: Q4 2025 in Review

Berbice Capital Management sold out of Lazard (LAZ) in Q4 2025, closing a stake of 900 shares — an estimated $47.5K sold.

Berbice Capital Management first reported a position in LAZ in Q4 2024 and held it in 4 quarters. The position peaked at $47.5K in Q3 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Berbice Capital Management reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Berbice Capital Management sold 900 Lazard shares in Q4 2025, an estimated $47.5K.
  • Berbice Capital Management first reported a position in Lazard in Q4 2024 and held it in 4 quarters.
  • Berbice Capital Management's Lazard position peaked at $47.5K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Berbice Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.