BCM
LAZ icon

Boreal Capital Management’s Lazard LAZ Stock Holding History

Boreal 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
2026
Q2 		$6.46K Hold
154
– – ﹤0.01% 386
2026
Q1 		$6.54K Hold
154
– – 0.01% 377
2025
Q4 		$7.48K Hold
154
– – 0.01% 385
2025
Q3 		$8.13K Buy
+154
New +$8.3K 0.01% 379

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

Boreal Capital Management's LAZ Position: Q2 2026 in Review

Boreal Capital Management held its Lazard (LAZ) position steady in Q2 2026 at 154 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Boreal Capital Management first reported a position in LAZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.13K in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Boreal Capital Management held 154 shares of Lazard worth $6.46K as of Q2 2026.
  • Boreal Capital Management left its Lazard share count unchanged in Q2 2026.
  • Lazard made up ﹤0.01% of Boreal Capital Management's portfolio in Q2 2026, its #386 holding.
  • Boreal Capital Management first reported a position in Lazard in Q3 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Lazard position peaked at $8.13K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.