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

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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.

93 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.
93 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.