FFA
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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
Q3 		$90.6K Buy
2,500
+1,789
+252% +$74.8K ﹤0.01% 2938
2026
Q2 		$29.8K Sell
711
-199
-22% -$9.11K ﹤0.01% 3671
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

LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's LAZ Position: Q3 2026 in Review

Farther Finance Advisors increased its Lazard (LAZ) stake by 252% in Q3 2026, buying an estimated $74.8K and bringing the position to 2,500 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Farther Finance Advisors first reported a position in LAZ in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • Farther Finance Advisors held 2,500 shares of Lazard worth $90.6K as of Q3 2026.
  • Farther Finance Advisors bought 1,789 Lazard shares in Q3 2026, an estimated $74.8K.
  • Lazard made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2938 holding.
  • Farther Finance Advisors first reported a position in Lazard in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.