EPW
LGI

Evolve Private Wealth’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Evolve Private Wealth’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$649K Sell
35,111
-2,579
-7% -$45.6K 0.04% 422
2026
Q1 		$606K Sell
37,690
-143
-0.4% -$2.6K 0.03% 492
2025
Q4 		$660K Buy
+37,833
New +$657K 0.04% 422

Other funds holding LGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evolve Private Wealth's LGI Position: Q2 2026 in Review

Evolve Private Wealth reduced its Lazard Global Total Return & Income Fund (LGI) stake by 6.8% in Q2 2026, selling an estimated $45.6K and leaving 35,111 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #422.

Evolve Private Wealth first reported a position in LGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $660K in Q4 2025. 43 funds tracked by Wall St. Rank hold LGI as of Q2 2026.

  • Evolve Private Wealth held 35,111 shares of Lazard Global Total Return & Income Fund worth $649K as of Q2 2026.
  • Evolve Private Wealth sold 2,579 Lazard Global Total Return & Income Fund shares in Q2 2026, an estimated $45.6K.
  • Lazard Global Total Return & Income Fund made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #422 holding.
  • Evolve Private Wealth first reported a position in Lazard Global Total Return & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Lazard Global Total Return & Income Fund position peaked at $660K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.