BCI
LAZ icon

Brinker Capital Investments’s Lazard LAZ Stock Holding History

Brinker Capital Investments’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 		$1.09M Sell
26,001
-280
-1% -$12.8K 0.01% 1115
2026
Q1 		$1.12M Sell
26,281
-209
-0.8% -$10.2K 0.01% 1054
2025
Q4 		$1.29M Sell
26,490
-575
-2% -$28.7K 0.01% 1095
2025
Q3 		$1.43M Buy
27,065
+823
+3% +$44.4K 0.01% 1019
2025
Q2 		$1.26M Buy
26,242
+2,867
+12% +$120K 0.01% 1061
2025
Q1 		$1.01M Sell
23,375
-4,068
-15% -$202K 0.01% 1084
2024
Q4 		$1.41M Sell
27,443
-699
-2% -$37.4K 0.01% 870
2024
Q3 		$1.42M Buy
28,142
+1,987
+8% +$92.1K 0.01% 861
2024
Q2 		$999K Sell
26,155
-728
-3% -$28.4K 0.01% 992
2024
Q1 		$1.13M Buy
+26,883
New +$1.05M 0.01% 936

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

Brinker Capital Investments's LAZ Position: Q2 2026 in Review

Brinker Capital Investments reduced its Lazard (LAZ) stake by 1.1% in Q2 2026, selling an estimated $12.8K and leaving 26,001 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1115.

Brinker Capital Investments first reported a position in LAZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Brinker Capital Investments held 26,001 shares of Lazard worth $1.09M as of Q2 2026.
  • Brinker Capital Investments sold 280 Lazard shares in Q2 2026, an estimated $12.8K.
  • Lazard made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1115 holding.
  • Brinker Capital Investments first reported a position in Lazard in Q1 2024 and has held it in 10 quarters since.
  • Brinker Capital Investments's Lazard position peaked at $1.43M in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.