Kestra Advisory Services’s Lazard LAZ Stock Holding History

Kestra Advisory 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
2026 Q1	–	Sell	-541	Closed	-$26.3K	–	3822
2025 Q4	$26.3K	Buy	+541	New	+$27K	﹤0.01%	4367

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's LAZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Lazard (LAZ) in Q1 2026, closing a stake of 541 shares — an estimated $26.3K sold.

Kestra Advisory Services first reported a position in LAZ in Q4 2025 and held it in 1 quarter. The position peaked at $26.3K in Q4 2025. 334 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Kestra Advisory Services reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 541 Lazard shares in Q1 2026, an estimated $26.3K.
Kestra Advisory Services first reported a position in Lazard in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Lazard position peaked at $26.3K in Q4 2025.
334 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.