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Pinnacle Wealth Planning Services’s Lazard LAZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$73.6K Buy
1,756
+1,735
+8,262% +$79.4K 0.01% 1044
2026
Q1 		$892 Buy
+21
New +$1.03K ﹤0.01% 2569

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

Pinnacle Wealth Planning Services's LAZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lazard (LAZ) stake by 8,262% in Q2 2026, buying an estimated $79.4K and bringing the position to 1,756 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #1044.

Pinnacle Wealth Planning Services first reported a position in LAZ in Q1 2026 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,756 shares of Lazard worth $73.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,735 Lazard shares in Q2 2026, an estimated $79.4K.
  • Lazard made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1044 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lazard in Q1 2026 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.