Hilltop National Bank’s Lazard LAZ Stock Holding History

Hilltop National Bank’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	$257K	Sell	7,093 -329	-4%	-$13.8K	0.06%	201
2026 Q2	$311K	Sell	7,422 -19	-0.3%	-$870	0.07%	187
2026 Q1	$316K	Hold	7,441	–	–	0.08%	180
2025 Q4	$361K	Hold	7,441	–	–	0.09%	165
2025 Q3	$393K	Hold	7,441	–	–	0.1%	159
2025 Q2	$357K	Buy	+7,441	New	+$311K	0.09%	161
2024 Q4	$300K	Sell	5,830 -90	-2%	-$4.82K	0.09%	167
2024 Q3	$298K	Hold	5,920	–	–	0.09%	171
2024 Q2	$226K	Buy	+5,920	New	+$231K	0.07%	188

Other funds holding LAZ

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Hilltop National Bank's LAZ Position: Q3 2026 in Review

Hilltop National Bank reduced its Lazard (LAZ) stake by 4.4% in Q3 2026, selling an estimated $13.8K and leaving 7,093 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #201.

Hilltop National Bank first reported a position in LAZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $393K in Q3 2025. 31 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

Hilltop National Bank held 7,093 shares of Lazard worth $257K as of Q3 2026.
Hilltop National Bank sold 329 Lazard shares in Q3 2026, an estimated $13.8K.
Lazard made up 0.06% of Hilltop National Bank's portfolio in Q3 2026, its #201 holding.
Hilltop National Bank first reported a position in Lazard in Q2 2024 and has held it in 9 quarters since.
Hilltop National Bank's Lazard position peaked at $393K in Q3 2025.
31 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.