Commonwealth Equity Services’s Lazard LAZ Stock Holding History

Commonwealth Equity Services’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	$1.16M	Sell	27,722 -949	-3%	-$43.4K	﹤0.01%	2606
2026 Q1	$1.22M	Buy	28,671 +4,977	+21%	+$243K	﹤0.01%	2435
2025 Q4	$1.15M	Sell	23,694 -1,820	-7%	-$90.8K	﹤0.01%	2461
2025 Q3	$1.35M	Sell	25,514 -4,892	-16%	-$264K	﹤0.01%	2347
2025 Q2	$1.46M	Sell	30,406 -8,097	-21%	-$339K	﹤0.01%	2262
2025 Q1	$1.67M	Buy	38,503 +558	+1%	+$27.7K	﹤0.01%	2065
2024 Q4	$1.95M	Buy	37,945 +469	+1%	+$25.1K	﹤0.01%	1890
2024 Q3	$1.89M	Buy	37,476 +842	+2%	+$39K	﹤0.01%	1848
2024 Q2	$1.4M	Sell	36,634 -922	-2%	-$36K	﹤0.01%	2033
2024 Q1	$1.57M	Buy	37,556 +6,465	+21%	+$252K	﹤0.01%	1931
2023 Q4	$1.08M	Sell	31,091 -10,593	-25%	-$319K	﹤0.01%	2116
2023 Q3	$1.29M	Buy	41,684 +1,658	+4%	+$55.6K	﹤0.01%	1897
2023 Q2	$1.28M	Sell	40,026 -17,344	-30%	-$536K	﹤0.01%	1923
2023 Q1	$1.9K	Sell	57,370 -3,608	-6%	-$133K	﹤0.01%	1588
2022 Q4	$2.11M	Buy	60,978 +657	+1%	+$23.4K	0.01%	1460
2022 Q3	$1.92M	Sell	60,321 -8,133	-12%	-$292K	﹤0.01%	1443
2022 Q2	$2.22M	Buy	68,454 +6,134	+10%	+$207K	0.01%	1376
2022 Q1	$2.15M	Buy	62,320 +33,973	+120%	+$1.31M	﹤0.01%	1455
2021 Q4	$1.24M	Buy	28,347 +8,908	+46%	+$417K	﹤0.01%	1834
2021 Q3	$890K	Sell	19,439 -246	-1%	-$11.5K	﹤0.01%	2012
2021 Q2	$890K	Buy	19,685 +10,567	+116%	+$485K	﹤0.01%	1998
2021 Q1	$396K	Buy	9,118 +1,238	+16%	+$52.7K	﹤0.01%	2515
2020 Q4	$333K	Buy	7,880 +542	+7%	+$20.5K	﹤0.01%	2479
2020 Q3	$242K	Sell	7,338 -2,368	-24%	-$72.9K	﹤0.01%	2543
2020 Q2	$277K	Sell	9,706 -3,038	-24%	-$82.3K	﹤0.01%	2335
2020 Q1	$300K	Sell	12,744 -688	-5%	-$25.5K	﹤0.01%	2064
2019 Q4	$536K	Sell	13,432 -1,301	-9%	-$49.1K	﹤0.01%	1861
2019 Q3	$515K	Buy	14,733 +1,625	+12%	+$57.5K	﹤0.01%	1804
2019 Q2	$450K	Buy	13,108 +317	+2%	+$11.4K	﹤0.01%	1881
2019 Q1	$462K	Buy	12,791 +4,655	+57%	+$175K	﹤0.01%	1804
2018 Q4	$300K	Buy	8,136 +392	+5%	+$15.6K	﹤0.01%	2006
2018 Q3	$372K	Buy	7,744 +220	+3%	+$10.9K	﹤0.01%	2003
2018 Q2	$368K	Sell	7,524 -1,966	-21%	-$104K	﹤0.01%	1966
2018 Q1	$498K	Sell	9,490 -576	-6%	-$32K	﹤0.01%	1716
2017 Q4	$528K	Buy	10,066 +1,118	+12%	+$53.6K	﹤0.01%	1653
2017 Q3	$405K	Buy	8,948 +240	+3%	+$10.6K	﹤0.01%	1759
2017 Q2	$403K	Sell	8,708 -309	-3%	-$13.9K	﹤0.01%	1709
2017 Q1	$415K	Buy	9,017 +425	+5%	+$18.3K	﹤0.01%	1630
2016 Q4	$353K	Buy	8,592 +1,821	+27%	+$70.7K	﹤0.01%	1657
2016 Q3	$246K	Buy	+6,771	New	+$237K	﹤0.01%	1855
2016 Q2	–	Sell	-7,471	Closed	-$290K	–	2275
2016 Q1	$290K	Buy	7,471 +379	+5%	+$13.6K	﹤0.01%	1661
2015 Q4	$319K	Buy	+7,092	New	+$325K	﹤0.01%	1563
2015 Q3	–	Sell	-5,891	Closed	-$331K	–	2190
2015 Q2	$331K	Sell	5,891 -183	-3%	-$10.2K	﹤0.01%	1579
2015 Q1	$319K	Sell	6,074 -1,958	-24%	-$96.5K	﹤0.01%	1597
2014 Q4	$402K	Sell	8,032 -73	-0.9%	-$3.62K	﹤0.01%	1395
2014 Q3	$411K	Sell	8,105 -2,899	-26%	-$152K	0.01%	1368
2014 Q2	$567K	Buy	11,004 +440	+4%	+$21.7K	0.01%	1166
2014 Q1	$497K	Buy	10,564 +3,657	+53%	+$165K	0.01%	1163
2013 Q4	$313K	Buy	6,907 +125	+2%	+$5.06K	﹤0.01%	1416
2013 Q3	$244K	Buy	+6,782	New	+$241K	﹤0.01%	1507

Other funds holding LAZ

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

BWS

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services's LAZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Lazard (LAZ) stake by 3.3% in Q2 2026, selling an estimated $43.4K and leaving 27,722 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Commonwealth Equity Services first reported a position in LAZ in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.22M in Q2 2022. 98 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Commonwealth Equity Services held 27,722 shares of Lazard worth $1.16M as of Q2 2026.
Commonwealth Equity Services sold 949 Lazard shares in Q2 2026, an estimated $43.4K.
Lazard made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2606 holding.
Commonwealth Equity Services first reported a position in Lazard in Q3 2013 and has held it in 50 quarters since.
Commonwealth Equity Services's Lazard position peaked at $2.22M in Q2 2022.
98 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.