Fidelity Investments’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Fidelity Investments’s Portfolio SYZ Stock Details SYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.79K	Hold	252	–	–	﹤0.01%	4925
2026 Q1	$6.58K	Hold	252	–	–	﹤0.01%	4859
2025 Q4	$6.37K	Hold	252	–	–	﹤0.01%	4839
2025 Q3	$6.31K	Buy	+252	New	+$6.32K	﹤0.01%	4724

Other funds holding SYZ

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PlanVest Financial Gaithersburg, Maryland $150M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fidelity Investments's SYZ Position: Q2 2026 in Review

Fidelity Investments held its Lazard US Systematic Small Cap Equity ETF (SYZ) position steady in Q2 2026 at 252 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4925.

Fidelity Investments first reported a position in SYZ in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

Fidelity Investments held 252 shares of Lazard US Systematic Small Cap Equity ETF worth $7.79K as of Q2 2026.
Fidelity Investments left its Lazard US Systematic Small Cap Equity ETF share count unchanged in Q2 2026.
Lazard US Systematic Small Cap Equity ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4925 holding.
Fidelity Investments first reported a position in Lazard US Systematic Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.