City State Bank’s Lazard LAZ Stock Holding History

City State Bank’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	$3.15K	Hold	75	–	–	﹤0.01%	689
2026 Q1	$3.19K	Hold	75	–	–	﹤0.01%	658
2025 Q4	$3.64K	Hold	75	–	–	﹤0.01%	642
2025 Q3	$3.96K	Hold	75	–	–	﹤0.01%	618
2025 Q2	$3.6K	Sell	75 -25	-25%	-$1.04K	﹤0.01%	630
2025 Q1	$4.33K	Hold	100	–	–	﹤0.01%	604
2024 Q4	$5.15K	Sell	100 -25	-20%	-$1.34K	﹤0.01%	573
2024 Q3	$6.3K	Hold	125	–	–	﹤0.01%	544
2024 Q2	$4.77K	Sell	125 -150	-55%	-$5.86K	﹤0.01%	560
2024 Q1	$12K	Hold	275	–	–	0.01%	462
2023 Q4	$10K	Hold	275	–	–	0.01%	467
2023 Q3	$9K	Hold	275	–	–	0.01%	472
2023 Q2	$9K	Sell	275 -30	-10%	-$927	﹤0.01%	485
2023 Q1	$10K	Hold	305	–	–	0.01%	464
2022 Q4	$11K	Hold	305	–	–	0.01%	427
2022 Q3	$10K	Hold	305	–	–	0.01%	422
2022 Q2	$10K	Hold	305	–	–	0.01%	433
2022 Q1	$11K	Sell	305 -250	-45%	-$9.67K	0.01%	453
2021 Q4	$24K	Buy	+555	New	+$26K	0.01%	370

Other funds holding LAZ

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return