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Richardson Financial Services’s Lazard LAZ Stock Holding History

Richardson Financial 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 		$28.3K Sell
675
-95
-12% -$4.35K 0.02% 388
2026
Q1 		$32.7K Sell
770
-45
-6% -$2.2K 0.02% 365
2025
Q4 		$39.6K Hold
815
– – 0.01% 325
2025
Q3 		$43K Sell
815
-60
-7% -$3.24K 0.03% 302
2025
Q2 		$42.7K Buy
875
+75
+9% +$3.14K 0.03% 269
2025
Q1 		$34.6K Buy
800
+40
+5% +$1.99K 0.03% 274
2024
Q4 		$39.3K Buy
760
+25
+3% +$1.34K 0.03% 271
2024
Q3 		$28.1K Hold
735
– – 0.02% 311
2024
Q2 		$28.1K Buy
735
+675
+1,125% +$26.4K 0.02% 297
2024
Q1 		$2.51K Buy
+60
New +$2.34K ﹤0.01% 491

Other funds holding LAZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Financial Services's LAZ Position: Q2 2026 in Review

Richardson Financial Services reduced its Lazard (LAZ) stake by 12% in Q2 2026, selling an estimated $4.35K and leaving 675 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #388.

Richardson Financial Services first reported a position in LAZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $43K in Q3 2025. 224 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Richardson Financial Services held 675 shares of Lazard worth $28.3K as of Q2 2026.
  • Richardson Financial Services sold 95 Lazard shares in Q2 2026, an estimated $4.35K.
  • Lazard made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #388 holding.
  • Richardson Financial Services first reported a position in Lazard in Q1 2024 and has held it in 10 quarters since.
  • Richardson Financial Services's Lazard position peaked at $43K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

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