Jones Financial Companies
LAZ icon

Jones Financial Companies’s Lazard LAZ Stock Holding History

Jones Financial Companies’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
Q1 		$1.22M Buy
31,243
+26,423
+548% +$1.29M ﹤0.01% 1635
2025
Q4 		$234K Buy
4,820
+140
+3% +$6.99K ﹤0.01% 1839
2025
Q3 		$253K Buy
4,680
+1,016
+28% +$54.8K ﹤0.01% 1693
2025
Q2 		$175K Sell
3,664
-200
-5% -$8.36K ﹤0.01% 1710
2025
Q1 		$167K Buy
3,864
+1,566
+68% +$77.9K ﹤0.01% 1561
2024
Q4 		$118K Buy
2,298
+503
+28% +$26.9K ﹤0.01% 1564
2024
Q3 		$90.5K Buy
+1,795
New +$83.2K ﹤0.01% 1443
2022
Q1 		– Sell
-127
Closed -$6K – 778
2021
Q4 		$6K Hold
127
– – ﹤0.01% 623
2021
Q3 		$6K Hold
127
– – ﹤0.01% 561
2021
Q2 		$6K Buy
127
+64
+102% +$2.94K ﹤0.01% 542
2021
Q1 		$3K Buy
+63
New +$2.68K ﹤0.01% 706
2016
Q1 		– Sell
-4,626
Closed -$208K – 224
2015
Q4 		$208K Sell
4,626
-3,380
-42% -$155K ﹤0.01% 225
2015
Q3 		$347K Sell
8,006
-69
-0.9% -$3.56K ﹤0.01% 201
2015
Q2 		$454K Sell
8,075
-266
-3% -$14.8K ﹤0.01% 191
2015
Q1 		$439K Sell
8,341
-1,191
-12% -$58.7K ﹤0.01% 192
2014
Q4 		$476K Sell
9,532
-859
-8% -$42.6K ﹤0.01% 194
2014
Q3 		$527K Buy
10,391
+2,525
+32% +$132K ﹤0.01% 183
2014
Q2 		$405K Buy
+7,866
New +$388K ﹤0.01% 194

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies's LAZ Position: Q1 2026 in Review

Jones Financial Companies increased its Lazard (LAZ) stake by 548% in Q1 2026, buying an estimated $1.29M and bringing the position to 31,243 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Jones Financial Companies first reported a position in LAZ in Q2 2014 and has held it in 18 quarters since. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Jones Financial Companies held 31,243 shares of Lazard worth $1.22M as of Q1 2026.
  • Jones Financial Companies bought 26,423 Lazard shares in Q1 2026, an estimated $1.29M.
  • Lazard made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1635 holding.
  • Jones Financial Companies first reported a position in Lazard in Q2 2014 and has held it in 18 quarters since.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.