LFG
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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
Q2 		$3.15K Sell
75
-77
-51% -$3.52K ﹤0.01% 2958
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Larson Financial Group's LAZ Position: Q2 2026 in Review

Larson Financial Group reduced its Lazard (LAZ) stake by 51% in Q2 2026, selling an estimated $3.52K and leaving 75 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Larson Financial Group first reported a position in LAZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $41.9K in Q1 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Larson Financial Group held 75 shares of Lazard worth $3.15K as of Q2 2026.
  • Larson Financial Group sold 77 Lazard shares in Q2 2026, an estimated $3.52K.
  • Lazard made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2958 holding.
  • Larson Financial Group first reported a position in Lazard in Q3 2023 and has held it in 10 quarters since.
  • Larson Financial Group's Lazard position peaked at $41.9K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.