FFA
LAZ icon

Farther Finance Advisors’s Lazard LAZ Stock Holding History

Farther Finance Advisors’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
Q1 		$38.2K Sell
910
-250
-22% -$12.2K ﹤0.01% 3196
2025
Q4 		$56.3K Buy
1,160
+69
+6% +$3.44K ﹤0.01% 2735
2025
Q3 		$57.6K Sell
1,091
-78
-7% -$4.21K ﹤0.01% 2362
2025
Q2 		$56.1K Sell
1,169
-75
-6% -$3.14K ﹤0.01% 2077
2025
Q1 		$54.5K Buy
1,244
+773
+164% +$38.4K ﹤0.01% 1851
2024
Q4 		$24.2K Hold
471
– – ﹤0.01% 2003
2024
Q3 		$23.7K Buy
471
+446
+1,784% +$20.7K ﹤0.01% 2007
2024
Q2 		$969 Hold
25
– – ﹤0.01% 3088
2024
Q1 		$1.02K Sell
25
-92
-79% -$3.58K ﹤0.01% 2765
2023
Q4 		$4.07K Buy
+117
New +$3.52K ﹤0.01% 2073

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return