BFG
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Bleakley Financial Group’s Lazard LAZ Stock Holding History

Bleakley Financial Group’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 		$472K Buy
11,257
+146
+1% +$6.68K 0.01% 802
2026
Q1 		$472K Buy
11,111
+289
+3% +$14.1K 0.01% 642
2025
Q4 		$526K Sell
10,822
-61
-0.6% -$3.04K 0.01% 577
2025
Q3 		$574K Sell
10,883
-556
-5% -$30K 0.01% 488
2025
Q2 		$549K Buy
11,439
+587
+5% +$24.5K 0.01% 477
2025
Q1 		$470K Sell
10,852
-2,738
-20% -$136K 0.02% 438
2024
Q4 		$700K Sell
13,590
-98
-0.7% -$5.25K 0.02% 516
2024
Q3 		$690K Sell
13,688
-2,117
-13% -$98.1K 0.02% 502
2024
Q2 		$603K Sell
15,805
-1,392
-8% -$54.4K 0.02% 545
2024
Q1 		$720K Buy
+17,197
New +$670K 0.02% 514

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

Bleakley Financial Group's LAZ Position: Q2 2026 in Review

Bleakley Financial Group increased its Lazard (LAZ) stake by 1.3% in Q2 2026, buying an estimated $6.68K and bringing the position to 11,257 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #802.

Bleakley Financial Group first reported a position in LAZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $720K in Q1 2024. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Bleakley Financial Group held 11,257 shares of Lazard worth $472K as of Q2 2026.
  • Bleakley Financial Group bought 146 Lazard shares in Q2 2026, an estimated $6.68K.
  • Lazard made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #802 holding.
  • Bleakley Financial Group first reported a position in Lazard in Q1 2024 and has held it in 10 quarters since.
  • Bleakley Financial Group's Lazard position peaked at $720K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.