Frank Rimerman Advisors’s Lazard LAZ Stock Holding History

Frank Rimerman 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 Q2	$719K	Buy	17,139 +999	+6%	+$45.7K	0.04%	329
2026 Q1	$686K	Buy	16,140 +61	+0.4%	+$2.98K	0.05%	319
2025 Q4	$781K	Sell	16,079 -24	-0.1%	-$1.2K	0.05%	285
2025 Q3	$850K	Buy	16,103 +16	+0.1%	+$863	0.05%	250
2025 Q2	$772K	Buy	+16,087	New	+$673K	0.05%	256

Other funds holding LAZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Frank Rimerman Advisors's LAZ Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Lazard (LAZ) stake by 6.2% in Q2 2026, buying an estimated $45.7K and bringing the position to 17,139 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #329.

Frank Rimerman Advisors first reported a position in LAZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $850K in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Frank Rimerman Advisors held 17,139 shares of Lazard worth $719K as of Q2 2026.
Frank Rimerman Advisors bought 999 Lazard shares in Q2 2026, an estimated $45.7K.
Lazard made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #329 holding.
Frank Rimerman Advisors first reported a position in Lazard in Q2 2025 and has held it in 5 quarters since.
Frank Rimerman Advisors's Lazard position peaked at $850K in Q3 2025.
345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.