James T. Borello
LAZ icon

James T. Borello’s Lazard LAZ Stock Holding History

James T. Borello’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 		$36 Sell
1
-184
-99% -$7.69K ﹤0.01% 1272
2026
Q2 		$7.76K Sell
185
-31
-14% -$1.42K ﹤0.01% 663
2026
Q1 		$9.18K Buy
+216
New +$10.6K ﹤0.01% 591
2025
Q4 		– Sell
-64
Closed -$3.38K – 1166
2025
Q3 		$3.38K Buy
+64
New +$3.45K ﹤0.01% 602

Other funds holding LAZ

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Great Lakes Retirement
Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

James T. Borello's LAZ Position: Q3 2026 in Review

James T. Borello reduced its Lazard (LAZ) stake by 99% in Q3 2026, selling an estimated $7.69K and leaving 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

James T. Borello first reported a position in LAZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.18K in Q1 2026. 95 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • James T. Borello held 1 share of Lazard worth $36 as of Q3 2026.
  • James T. Borello sold 184 Lazard shares in Q3 2026, an estimated $7.69K.
  • Lazard made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1272 holding.
  • James T. Borello first reported a position in Lazard in Q3 2025 and has held it in 4 quarters since.
  • James T. Borello's Lazard position peaked at $9.18K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.