Mackenzie Financial
LAZ icon

Mackenzie Financial’s Lazard LAZ Stock Holding History

Mackenzie 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
Q1 		$514K Sell
12,107
-9,048
-43% -$443K ﹤0.01% 1209
2025
Q4 		$1.04M Sell
21,155
-326,409
-94% -$16.3M ﹤0.01% 1040
2025
Q3 		$18.3M Buy
347,564
+317,738
+1,065% +$17.1M 0.02% 399
2025
Q2 		$1.43M Buy
29,826
+5,889
+25% +$246K ﹤0.01% 914
2025
Q1 		$1.04M Buy
23,937
+6,483
+37% +$322K ﹤0.01% 967
2024
Q4 		$899K Buy
17,454
+5,170
+42% +$277K ﹤0.01% 970
2024
Q3 		$619K Sell
12,284
-747
-6% -$34.6K ﹤0.01% 969
2024
Q2 		$498K Sell
13,031
-25,704
-66% -$1M ﹤0.01% 1018
2024
Q1 		$1.62M Sell
38,735
-38,001
-50% -$1.48M ﹤0.01% 786
2023
Q4 		$2.67M Sell
76,736
-149,516
-66% -$4.5M ﹤0.01% 670
2023
Q3 		$6.64M Buy
226,252
+12,044
+6% +$404K 0.01% 494
2023
Q2 		$7.01M Buy
214,208
+2,908
+1% +$89.9K 0.01% 500
2023
Q1 		$7M Buy
+211,300
New +$7.8M 0.01% 494
2018
Q2 		– Sell
-39,873
Closed -$2.1M – 1033
2018
Q1 		$2.1M Sell
39,873
-97,400
-71% -$5.4M 0.01% 559
2017
Q4 		$7.21M Buy
+137,273
New +$6.58M 0.02% 388

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Mackenzie Financial's LAZ Position: Q1 2026 in Review

Mackenzie Financial reduced its Lazard (LAZ) stake by 43% in Q1 2026, selling an estimated $443K and leaving 12,107 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Mackenzie Financial first reported a position in LAZ in Q4 2017 and has held it in 15 quarters since. The position peaked at $18.3M in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Mackenzie Financial held 12,107 shares of Lazard worth $514K as of Q1 2026.
  • Mackenzie Financial sold 9,048 Lazard shares in Q1 2026, an estimated $443K.
  • Lazard made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1209 holding.
  • Mackenzie Financial first reported a position in Lazard in Q4 2017 and has held it in 15 quarters since.
  • Mackenzie Financial's Lazard position peaked at $18.3M in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.