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Rossby Financial’s Lazard LAZ Stock Holding History

Rossby Financial’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 		– Sell
-35
Closed -$1.7K – 2294
2025
Q4 		$1.7K Hold
35
– – ﹤0.01% 1412
2025
Q3 		$1.8K Hold
35
– – ﹤0.01% 1172
2025
Q2 		$1.68K Hold
35
– – ﹤0.01% 1072
2025
Q1 		$1.35K Buy
+35
New +$1.74K ﹤0.01% 974

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

Rossby Financial's LAZ Position: Q1 2026 in Review

Rossby Financial sold out of Lazard (LAZ) in Q1 2026, closing a stake of 35 shares — an estimated $1.7K sold.

Rossby Financial first reported a position in LAZ in Q1 2025 and held it in 4 quarters. The position peaked at $1.8K in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Rossby Financial reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Rossby Financial sold 35 Lazard shares in Q1 2026, an estimated $1.7K.
  • Rossby Financial first reported a position in Lazard in Q1 2025 and held it in 4 quarters.
  • Rossby Financial's Lazard position peaked at $1.8K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.