CI
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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
Q2 		$3.51M Buy
83,677
+8,225
+11% +$377K 0.1% 188
2026
Q1 		$3.21M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

CX Institutional's LAZ Position: Q2 2026 in Review

CX Institutional increased its Lazard (LAZ) stake by 11% in Q2 2026, buying an estimated $377K and bringing the position to 83,677 shares worth $3.51M. The position accounts for 0.1% of the portfolio, ranked #188.

CX Institutional first reported a position in LAZ in Q4 2025 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • CX Institutional held 83,677 shares of Lazard worth $3.51M as of Q2 2026.
  • CX Institutional bought 8,225 Lazard shares in Q2 2026, an estimated $377K.
  • Lazard made up 0.1% of CX Institutional's portfolio in Q2 2026, its #188 holding.
  • CX Institutional first reported a position in Lazard in Q4 2025 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.