CAPTRUST Financial Advisors
LAZ icon

CAPTRUST Financial Advisors’s Lazard LAZ Stock Holding History

CAPTRUST Financial Advisors’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 		$1.01M Buy
24,094
+1,799
+8% +$82.4K ﹤0.01% 1740
2026
Q1 		$947K Buy
22,295
+1,970
+10% +$96.4K ﹤0.01% 1647
2025
Q4 		$987K Buy
20,325
+8,747
+76% +$436K ﹤0.01% 1515
2025
Q3 		$611K Buy
11,578
+1,226
+12% +$66.1K ﹤0.01% 1692
2025
Q2 		$497K Buy
+10,352
New +$433K ﹤0.01% 1734
2022
Q3 		– Sell
-200
Closed -$6K – 3141
2022
Q2 		$6K Hold
200
– – ﹤0.01% 4003
2022
Q1 		$7K Sell
200
-229
-53% -$8.86K ﹤0.01% 3972
2021
Q4 		$19K Buy
429
+109
+34% +$5.1K ﹤0.01% 3314
2021
Q3 		$15K Buy
320
+120
+60% +$5.6K ﹤0.01% 3356
2021
Q2 		$9K Hold
200
– – ﹤0.01% 3598
2021
Q1 		$9K Sell
200
-500
-71% -$21.3K ﹤0.01% 3489
2020
Q4 		$30K Buy
700
+500
+250% +$18.9K ﹤0.01% 2066
2020
Q3 		$7K Hold
200
– – ﹤0.01% 2426
2020
Q2 		$6K Sell
200
-5,840
-97% -$158K ﹤0.01% 2347
2020
Q1 		$136K Sell
6,040
-3,400
-36% -$126K ﹤0.01% 998
2019
Q4 		$385K Buy
+9,440
New +$357K 0.01% 769

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

CAPTRUST Financial Advisors's LAZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Lazard (LAZ) stake by 8.1% in Q2 2026, buying an estimated $82.4K and bringing the position to 24,094 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

CAPTRUST Financial Advisors first reported a position in LAZ in Q4 2019 and has held it in 16 quarters since. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • CAPTRUST Financial Advisors held 24,094 shares of Lazard worth $1.01M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,799 Lazard shares in Q2 2026, an estimated $82.4K.
  • Lazard made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1740 holding.
  • CAPTRUST Financial Advisors first reported a position in Lazard in Q4 2019 and has held it in 16 quarters since.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.