Root Financial Partners
LAZ icon

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
Q3 		$14.5K Buy
+400
New +$16.7K ﹤0.01% 1727
2026
Q2 		– Sell
-241
Closed -$10.2K – 1933
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Buck Wealth Strategies
Buck Wealth Strategies Denver, Colorado $1.05B AUM 10.29% 1-Year Est. Return

Root Financial Partners's LAZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lazard (LAZ) in Q3 2026: 400 shares worth $14.5K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LAZ as recently as Q1 2026.

Root Financial Partners first reported a position in LAZ in Q3 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

  • Root Financial Partners held 400 shares of Lazard worth $14.5K as of Q3 2026.
  • Lazard was a new Root Financial Partners position in Q3 2026.
  • Lazard made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1727 holding.
  • Root Financial Partners first reported a position in Lazard in Q3 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.