Sonoma Allocations’s Lazard US Systematic Small Cap Equity ETF SYZ Stock Holding History

Sonoma Allocations’s Portfolio SYZ Stock Details SYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$967K	Buy	31,289 +13,142	+72%	+$381K	0.3%	51
2026 Q1	$479K	Buy	+18,147	New	+$483K	0.17%	93

Other funds holding SYZ

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PlanVest Financial Gaithersburg, Maryland $150M AUM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sonoma Allocations's SYZ Position: Q2 2026 in Review

Sonoma Allocations increased its Lazard US Systematic Small Cap Equity ETF (SYZ) stake by 72% in Q2 2026, buying an estimated $381K and bringing the position to 31,289 shares worth $967K. The position accounts for 0.3% of the portfolio, ranked #51.

Sonoma Allocations first reported a position in SYZ in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SYZ as of Q2 2026.

Sonoma Allocations held 31,289 shares of Lazard US Systematic Small Cap Equity ETF worth $967K as of Q2 2026.
Sonoma Allocations bought 13,142 Lazard US Systematic Small Cap Equity ETF shares in Q2 2026, an estimated $381K.
Lazard US Systematic Small Cap Equity ETF made up 0.3% of Sonoma Allocations's portfolio in Q2 2026, its #51 holding.
Sonoma Allocations first reported a position in Lazard US Systematic Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Lazard US Systematic Small Cap Equity ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.