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LAZ icon

Roxbury Financial’s Lazard LAZ Stock Holding History

Roxbury 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
Q2 		$41.3K Sell
984
-50
-5% -$2.29K 0.03% 213
2026
Q1 		$43.9K Hold
1,034
– – 0.04% 199
2025
Q4 		$50.2K Hold
1,034
– – 0.05% 178
2025
Q3 		$54.6K Hold
1,034
– – 0.05% 165
2025
Q2 		$49.6K Hold
1,034
– – 0.05% 170
2025
Q1 		$51.9K Hold
1,034
– – 0.05% 164
2024
Q4 		$60.1K Buy
+1,034
New +$55.4K 0.06% 147

Other funds holding LAZ

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Roxbury Financial's LAZ Position: Q2 2026 in Review

Roxbury Financial reduced its Lazard (LAZ) stake by 4.8% in Q2 2026, selling an estimated $2.29K and leaving 984 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #213.

Roxbury Financial first reported a position in LAZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.1K in Q4 2024. 59 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Roxbury Financial held 984 shares of Lazard worth $41.3K as of Q2 2026.
  • Roxbury Financial sold 50 Lazard shares in Q2 2026, an estimated $2.29K.
  • Lazard made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #213 holding.
  • Roxbury Financial first reported a position in Lazard in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Lazard position peaked at $60.1K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.