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Park Square Financial Group’s Lazard LAZ Stock Holding History

Park Square 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
2025
Q3 		– Sell
-100
Closed -$4.8K – 659
2025
Q2 		$4.8K Hold
100
– – ﹤0.01% 741
2025
Q1 		$4.33K Hold
100
– – ﹤0.01% 764
2024
Q4 		$5.15K Buy
+100
New +$5.36K ﹤0.01% 701

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Park Square Financial Group's LAZ Position: Q3 2025 in Review

Park Square Financial Group sold out of Lazard (LAZ) in Q3 2025, closing a stake of 100 shares — an estimated $4.8K sold.

Park Square Financial Group first reported a position in LAZ in Q4 2024 and held it in 3 quarters. The position peaked at $5.15K in Q4 2024. 340 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Park Square Financial Group reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 100 Lazard shares in Q3 2025, an estimated $4.8K.
  • Park Square Financial Group first reported a position in Lazard in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Lazard position peaked at $5.15K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.