CX Institutional
LAZ icon

CX Institutional’s Lazard LAZ Stock Holding History

CX Institutional’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
Q3 		$1K Sell
38
-83,639
-100% -$3.5M ﹤0.01% 1630
2026
Q2 		$3.51M Buy
83,677
+8,225
+11% +$377K 0.1% 188
2026
Q1 		$3.2M Buy
75,452
+75,440
+628,667% +$3.69M 0.1% 208
2025
Q4 		$1K Buy
+12
New +$599 ﹤0.01% 1467

Other funds holding LAZ

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CX Institutional's LAZ Position: Q3 2026 in Review

CX Institutional reduced its Lazard (LAZ) stake by 100% in Q3 2026, selling an estimated $3.5M and leaving 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

CX Institutional first reported a position in LAZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.51M in Q2 2026. 47 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • CX Institutional held 38 shares of Lazard worth $1K as of Q3 2026.
  • CX Institutional sold 83,639 Lazard shares in Q3 2026, an estimated $3.5M.
  • Lazard made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1630 holding.
  • CX Institutional first reported a position in Lazard in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Lazard position peaked at $3.51M in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.