LFG
LAZ icon

Larson Financial Group’s Lazard LAZ Stock Holding History

Larson Financial Group’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 		$6.46K Buy
152
+125
+463% +$6.12K ﹤0.01% 2474
2025
Q4 		$1.31K Buy
27
+4
+17% +$200 ﹤0.01% 2878
2025
Q3 		$1.21K Hold
23
– – ﹤0.01% 2860
2025
Q2 		$1.1K Buy
23
+12
+109% +$502 ﹤0.01% 2622
2025
Q1 		$476 Buy
+11
New +$547 ﹤0.01% 2590
2024
Q3 		– Sell
-1,000
Closed -$38.2K – 2736
2024
Q2 		$38.2K Hold
1,000
– – ﹤0.01% 876
2024
Q1 		$41.9K Buy
1,000
+120
+14% +$4.67K ﹤0.01% 731
2023
Q4 		$30.6K Buy
880
+16
+2% +$482 ﹤0.01% 750
2023
Q3 		$26.8K Buy
+864
New +$29K ﹤0.01% 751

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return