CFM
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Compass Financial Management’s Lazard LAZ Stock Holding History

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

Compass Financial Management's LAZ Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.