Sequoia Financial Advisors’s Lazard LAZ Stock Holding History

Sequoia Financial Advisors’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	$256K	Sell	6,109 -2,516	-29%	-$115K	﹤0.01%	1791
2026 Q1	$366K	Sell	8,625 -1,274	-13%	-$62.3K	﹤0.01%	1443
2025 Q4	$481K	Buy	9,899 +2,970	+43%	+$148K	﹤0.01%	1303
2025 Q3	$366K	Buy	6,929 +2,524	+57%	+$136K	﹤0.01%	1291
2025 Q2	$211K	Buy	+4,405	New	+$184K	﹤0.01%	1458
2018 Q4	–	Sell	-98,317	Closed	-$4.73M	–	319
2018 Q3	$4.73M	Buy	98,317 +1,967	+2%	+$97.8K	0.47%	40
2018 Q2	$4.71M	Buy	96,350 +478	+0.5%	+$25.3K	0.5%	40
2018 Q1	$5.04M	Buy	95,872 +44	+0%	+$2.44K	0.53%	34
2017 Q4	$5.03M	Buy	95,828 +3,183	+3%	+$153K	0.53%	39
2017 Q3	$4.19M	Buy	92,645 +4,076	+5%	+$181K	0.5%	42
2017 Q2	$4.1M	Buy	88,569 +7,373	+9%	+$331K	0.51%	44
2017 Q1	$3.73M	Buy	+81,196	New	+$3.5M	0.48%	44

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sequoia Financial Advisors's LAZ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Lazard (LAZ) stake by 29% in Q2 2026, selling an estimated $115K and leaving 6,109 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Sequoia Financial Advisors first reported a position in LAZ in Q1 2017 and has held it in 12 quarters since. The position peaked at $5.04M in Q1 2018. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Sequoia Financial Advisors held 6,109 shares of Lazard worth $256K as of Q2 2026.
Sequoia Financial Advisors sold 2,516 Lazard shares in Q2 2026, an estimated $115K.
Lazard made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1791 holding.
Sequoia Financial Advisors first reported a position in Lazard in Q1 2017 and has held it in 12 quarters since.
Sequoia Financial Advisors's Lazard position peaked at $5.04M in Q1 2018.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.