Pathstone Holdings
LAZ icon

Pathstone Holdings’s Lazard LAZ Stock Holding History

Pathstone Holdings’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 		$408K Buy
9,739
+797
+9% +$36.5K ﹤0.01% 1971
2026
Q1 		$380K Sell
8,942
-678
-7% -$33.2K ﹤0.01% 1871
2025
Q4 		$467K Buy
9,620
+3
+0% +$150 ﹤0.01% 1774
2025
Q3 		$508K Buy
9,617
+916
+11% +$49.4K ﹤0.01% 1764
2025
Q2 		$417K Buy
+8,701
New +$364K ﹤0.01% 1795
2025
Q1 		– Sell
-8,275
Closed -$426K – 2328
2024
Q4 		$426K Buy
8,275
+2,722
+49% +$146K ﹤0.01% 1800
2024
Q3 		$280K Sell
5,553
-2,893
-34% -$134K ﹤0.01% 2013
2024
Q2 		$322K Buy
+8,446
New +$330K ﹤0.01% 1906
2024
Q1 		– Sell
-8,895
Closed -$321K – 2329
2023
Q4 		$321K Buy
+8,895
New +$268K ﹤0.01% 1782

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

Pathstone Holdings's LAZ Position: Q2 2026 in Review

Pathstone Holdings increased its Lazard (LAZ) stake by 8.9% in Q2 2026, buying an estimated $36.5K and bringing the position to 9,739 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Pathstone Holdings first reported a position in LAZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $508K in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Pathstone Holdings held 9,739 shares of Lazard worth $408K as of Q2 2026.
  • Pathstone Holdings bought 797 Lazard shares in Q2 2026, an estimated $36.5K.
  • Lazard made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1971 holding.
  • Pathstone Holdings first reported a position in Lazard in Q4 2023 and has held it in 9 quarters since.
  • Pathstone Holdings's Lazard position peaked at $508K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.