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Root Financial Partners’s Lazard LAZ Stock Holding History

Root Financial Partners’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
Q1 		$10.2K Buy
241
+11
+5% +$538 ﹤0.01% 1676
2025
Q4 		$11.2K Buy
230
+13
+6% +$649 ﹤0.01% 1455
2025
Q3 		$11.5K Buy
+217
New +$11.7K ﹤0.01% 1398

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's LAZ Position: Q1 2026 in Review

Root Financial Partners increased its Lazard (LAZ) stake by 4.8% in Q1 2026, buying an estimated $538 and bringing the position to 241 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Root Financial Partners first reported a position in LAZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Root Financial Partners held 241 shares of Lazard worth $10.2K as of Q1 2026.
  • Root Financial Partners bought 11 Lazard shares in Q1 2026, an estimated $538.
  • Lazard made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1676 holding.
  • Root Financial Partners first reported a position in Lazard in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Lazard position peaked at $11.5K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.