Broadwater Capital’s Lazard LAZ Stock Holding History

Broadwater Capital’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	$32.5K	Sell	775 -465	-38%	-$21.3K	0.02%	115
2026 Q1	$60.2K	Hold	1,240	–	–	0.05%	102
2025 Q4	$60.2K	Sell	1,240 -1,860	-60%	-$92.8K	0.05%	102
2025 Q3	$164K	Sell	3,100 -145,638	-98%	-$7.85M	0.12%	79
2025 Q2	$149M	Buy	148,738 +145,638	+4,698%	+$6.09M	0.12%	82
2025 Q1	$134K	Hold	3,100	–	–	0.11%	85
2024 Q4	$160K	Hold	3,100	–	–	0.12%	82
2024 Q3	$156K	Hold	3,100	–	–	0.12%	83
2024 Q2	$118K	Hold	3,100	–	–	0.09%	90
2024 Q1	$130K	Hold	3,100	–	–	0.1%	90
2023 Q4	$108K	Buy	+3,100	New	+$93.4K	0.08%	93

Other funds holding LAZ

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Broadwater Capital's LAZ Position: Q2 2026 in Review

Broadwater Capital reduced its Lazard (LAZ) stake by 38% in Q2 2026, selling an estimated $21.3K and leaving 775 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #115.

Broadwater Capital first reported a position in LAZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $149M in Q2 2025. 130 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Broadwater Capital held 775 shares of Lazard worth $32.5K as of Q2 2026.
Broadwater Capital sold 465 Lazard shares in Q2 2026, an estimated $21.3K.
Lazard made up 0.02% of Broadwater Capital's portfolio in Q2 2026, its #115 holding.
Broadwater Capital first reported a position in Lazard in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Lazard position peaked at $149M in Q2 2025.
130 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.