BFG
LAZ icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return