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BOK Financial Private Wealth’s Lazard LAZ Stock Holding History

BOK Financial Private Wealth’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
Q2 		– Sell
-587
Closed -$25.4K – 464
2025
Q1 		$25.4K Buy
+587
New +$29.2K ﹤0.01% 320

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BOK Financial Private Wealth's LAZ Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Lazard (LAZ) in Q2 2025, closing a stake of 587 shares — an estimated $25.4K sold.

BOK Financial Private Wealth first reported a position in LAZ in Q1 2025 and held it in 1 quarter. The position peaked at $25.4K in Q1 2025. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 587 Lazard shares in Q2 2025, an estimated $25.4K.
  • BOK Financial Private Wealth first reported a position in Lazard in Q1 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's Lazard position peaked at $25.4K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.