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Rothschild Investment LLC’s Lazard LAZ Stock Holding History

Rothschild Investment LLC’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 		$281K Buy
6,693
+146
+2% +$6.68K 0.01% 778
2026
Q1 		$278K Buy
6,547
+1,009
+18% +$49.4K 0.01% 568
2025
Q4 		$269K Buy
5,538
+38
+0.7% +$1.9K 0.01% 525
2025
Q3 		$290K Sell
5,500
-1,000
-15% -$53.9K 0.02% 490
2025
Q2 		$312K Hold
6,500
– – 0.02% 419
2025
Q1 		$281K Hold
6,500
– – 0.02% 431
2024
Q4 		$335K Hold
6,500
– – 0.02% 407
2024
Q3 		$327K Sell
6,500
-200
-3% -$9.27K 0.02% 415
2024
Q2 		$256K Sell
6,700
-400
-6% -$15.6K 0.02% 444
2024
Q1 		$297K Hold
7,100
– – 0.02% 405
2023
Q4 		$247K Sell
7,100
-1,000
-12% -$30.1K 0.02% 381
2023
Q3 		$251K Sell
8,100
-500
-6% -$16.8K 0.02% 409
2023
Q2 		$275K Hold
8,600
– – 0.02% 404
2023
Q1 		$285K Hold
8,600
– – 0.02% 387
2022
Q4 		$298K Hold
8,600
– – 0.03% 370
2022
Q3 		$274K Hold
8,600
– – 0.03% 380
2022
Q2 		$279K Hold
8,600
– – 0.03% 379
2022
Q1 		$297K Buy
8,600
+500
+6% +$19.3K 0.02% 392
2021
Q4 		$353K Hold
8,100
– – 0.03% 377
2021
Q3 		$371K Buy
8,100
+2,000
+33% +$93.3K 0.03% 355
2021
Q2 		$276K Buy
+6,100
New +$280K 0.02% 410
2020
Q4 		– Sell
-11,250
Closed -$372K – 465
2020
Q3 		$372K Buy
+11,250
New +$347K 0.04% 300

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Rothschild Investment LLC's LAZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lazard (LAZ) stake by 2.2% in Q2 2026, buying an estimated $6.68K and bringing the position to 6,693 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #778.

Rothschild Investment LLC first reported a position in LAZ in Q3 2020 and has held it in 22 quarters since. The position peaked at $372K in Q3 2020. 157 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Rothschild Investment LLC held 6,693 shares of Lazard worth $281K as of Q2 2026.
  • Rothschild Investment LLC bought 146 Lazard shares in Q2 2026, an estimated $6.68K.
  • Lazard made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #778 holding.
  • Rothschild Investment LLC first reported a position in Lazard in Q3 2020 and has held it in 22 quarters since.
  • Rothschild Investment LLC's Lazard position peaked at $372K in Q3 2020.
  • 157 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.