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Hopwood Financial Services’s Lazard LAZ Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-800
Closed -$42.2K – 191
2025
Q3 		$42.2K Hold
800
– – 0.03% 167
2025
Q2 		$38.4K Hold
800
– – 0.03% 165
2025
Q1 		$34.6K Hold
800
– – 0.03% 171
2024
Q4 		$41.2K Buy
+800
New +$42.9K 0.03% 167

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hopwood Financial Services's LAZ Position: Q4 2025 in Review

Hopwood Financial Services sold out of Lazard (LAZ) in Q4 2025, closing a stake of 800 shares — an estimated $42.2K sold.

Hopwood Financial Services first reported a position in LAZ in Q4 2024 and held it in 4 quarters. The position peaked at $42.2K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Hopwood Financial Services reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 800 Lazard shares in Q4 2025, an estimated $42.2K.
  • Hopwood Financial Services first reported a position in Lazard in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Lazard position peaked at $42.2K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.