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COMPASS FINANCIAL MANAGEMENT LLC’s Lazard LAZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$41.1K Buy
+980
New +$44.9K 0.01% 722

Other funds holding LAZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's LAZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Lazard (LAZ) in Q2 2026: 980 shares worth $41.1K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings.

257 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 980 shares of Lazard worth $41.1K as of Q2 2026.
  • Lazard was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Lazard made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #722 holding.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.