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Costello Asset Management’s Lazard LAZ Stock Holding History

Costello Asset 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 		– Sell
-700
Closed -$29.7K – 716
2026
Q1 		$29.7K Hold
700
– – 0.01% 323
2025
Q4 		$34K Hold
700
– – 0.01% 290
2025
Q3 		$36.9K Buy
+700
New +$37.8K 0.01% 281

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Costello Asset Management's LAZ Position: Q2 2026 in Review

Costello Asset Management sold out of Lazard (LAZ) in Q2 2026, closing a stake of 700 shares — an estimated $29.7K sold.

Costello Asset Management first reported a position in LAZ in Q3 2025 and held it in 3 quarters. The position peaked at $36.9K in Q3 2025. 157 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Costello Asset Management reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Costello Asset Management sold 700 Lazard shares in Q2 2026, an estimated $29.7K.
  • Costello Asset Management first reported a position in Lazard in Q3 2025 and held it in 3 quarters.
  • Costello Asset Management's Lazard position peaked at $36.9K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.