PF
SYZ

PlanVest Financial’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

PlanVest Financial’s Portfolio SYZ Stock Details SYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.2K Buy
+975
New +$28.3K 0.02% 289

Other funds holding SYZ

EC
EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PlanVest Financial's SYZ Position: Q2 2026 in Review

PlanVest Financial opened a new position in Lazard US Systematic Small Cap Equity ETF (SYZ) in Q2 2026: 975 shares worth $30.2K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings.

9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

  • PlanVest Financial held 975 shares of Lazard US Systematic Small Cap Equity ETF worth $30.2K as of Q2 2026.
  • Lazard US Systematic Small Cap Equity ETF was a new PlanVest Financial position in Q2 2026.
  • Lazard US Systematic Small Cap Equity ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #289 holding.
  • 9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.