Peapack-Gladstone Financial Corp’s Lazard LAZ Stock Holding History

Peapack-Gladstone Financial Corp’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 Q4	–	Sell	-6,101	Closed	-$322K	–	676
2025 Q3	$322K	Sell	6,101 -1,800	-23%	-$97.1K	﹤0.01%	567
2025 Q2	$379K	Sell	7,901 -1,800	-19%	-$75.3K	0.01%	517
2025 Q1	$420K	Hold	9,701	–	–	0.01%	504
2024 Q4	$499K	Hold	9,701	–	–	0.01%	479
2024 Q3	$489K	Hold	9,701	–	–	0.01%	490
2024 Q2	$370K	Hold	9,701	–	–	0.01%	527
2024 Q1	$406K	Hold	9,701	–	–	0.01%	519
2023 Q4	$338K	Hold	9,701	–	–	0.01%	555
2023 Q3	$301K	Hold	9,701	–	–	0.01%	556
2023 Q2	$310K	Hold	9,701	–	–	0.01%	561
2023 Q1	$321K	Hold	9,701	–	–	0.01%	546
2022 Q4	$336K	Sell	9,701 -900	-8%	-$32K	0.01%	522
2022 Q3	$337K	Sell	10,601 -900	-8%	-$32.4K	0.01%	521
2022 Q2	$373K	Hold	11,501	–	–	0.01%	481
2022 Q1	$397K	Hold	11,501	–	–	0.01%	507
2021 Q4	$502K	Buy	11,501 +1,800	+19%	+$84.2K	0.01%	466
2021 Q3	$444K	Hold	9,701	–	–	0.01%	481
2021 Q2	$439K	Hold	9,701	–	–	0.01%	443
2021 Q1	$422K	Hold	9,701	–	–	0.01%	434
2020 Q4	$410K	Sell	9,701 -200	-2%	-$7.56K	0.01%	321
2020 Q3	$328K	Hold	9,901	–	–	0.01%	311
2020 Q2	$284K	Hold	9,901	–	–	0.01%	322
2020 Q1	$234K	Hold	9,901	–	–	0.01%	324
2019 Q4	$396K	Hold	9,901	–	–	0.02%	276
2019 Q3	$347K	Hold	9,901	–	–	0.01%	289
2019 Q2	$341K	Hold	9,901	–	–	0.01%	294
2019 Q1	$358K	Sell	9,901 -1,625	-14%	-$61.1K	0.02%	280
2018 Q4	$425K	Hold	11,526	–	–	0.02%	245
2018 Q3	$554K	Buy	11,526 +500	+5%	+$24.9K	0.03%	231
2018 Q2	$539K	Sell	11,026 -130	-1%	-$6.88K	0.03%	224
2018 Q1	$586K	Buy	11,156 +1,000	+10%	+$55.5K	0.03%	217
2017 Q4	$533K	Buy	10,156 +1,671	+20%	+$80.1K	0.03%	228
2017 Q3	$384K	Buy	8,485 +600	+8%	+$26.6K	0.02%	255
2017 Q2	$365K	Buy	7,885 +3,380	+75%	+$152K	0.02%	257
2017 Q1	$207K	Buy	+4,505	New	+$194K	0.01%	322
2016 Q4	–	Sell	-37,998	Closed	-$1.38M	–	326
2016 Q3	$1.38M	Sell	37,998 -10,305	-21%	-$360K	0.09%	152
2016 Q2	$1.44M	Sell	48,303 -9,017	-16%	-$313K	0.1%	151
2016 Q1	$2.22M	Sell	57,320 -71,900	-56%	-$2.58M	0.16%	125
2015 Q4	$5.82M	Sell	129,220 -11,035	-8%	-$506K	0.41%	79
2015 Q3	$6.07M	Buy	140,255 +2,270	+2%	+$117K	0.45%	72
2015 Q2	$7.76M	Buy	137,985 +5,850	+4%	+$325K	0.54%	61
2015 Q1	$6.95M	Sell	132,135 -1,390	-1%	-$68.5K	0.48%	68
2014 Q4	$6.68M	Buy	133,525 +4,918	+4%	+$244K	0.47%	69
2014 Q3	$6.52M	Buy	128,607 +15,220	+13%	+$798K	0.49%	66
2014 Q2	$5.85M	Buy	113,387 +16,280	+17%	+$802K	0.44%	70
2014 Q1	$4.57M	Buy	+97,107	New	+$4.37M	0.36%	81

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peapack-Gladstone Financial Corp's LAZ Position: Q4 2025 in Review

Peapack-Gladstone Financial Corp sold out of Lazard (LAZ) in Q4 2025, closing a stake of 6,101 shares — an estimated $322K sold.

Peapack-Gladstone Financial Corp first reported a position in LAZ in Q1 2014 and held it in 46 quarters. The position peaked at $7.76M in Q2 2015. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

Peapack-Gladstone Financial Corp reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 6,101 Lazard shares in Q4 2025, an estimated $322K.
Peapack-Gladstone Financial Corp first reported a position in Lazard in Q1 2014 and held it in 46 quarters.
Peapack-Gladstone Financial Corp's Lazard position peaked at $7.76M in Q2 2015.
335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2025, filed 10 Feb 2026.