LF
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LifeSteps Financial’s Lazard LAZ Stock Holding History

LifeSteps Financial’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 		$2.31K Buy
+55
New +$2.52K ﹤0.01% 653

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 $3.38T AUM 44.17% 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

LifeSteps Financial's LAZ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Lazard (LAZ) in Q2 2026: 55 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings.

345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • LifeSteps Financial held 55 shares of Lazard worth $2.31K as of Q2 2026.
  • Lazard was a new LifeSteps Financial position in Q2 2026.
  • Lazard made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #653 holding.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.