Strategic Advocates’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Strategic Advocates’s Portfolio LGI Stock Details LGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.26K	Sell	451 -27,608	-98%	-$501K	0.03%	167
2025 Q4	$492K	Sell	28,059 -4,885	-15%	-$84.8K	0.13%	75
2025 Q3	$570K	Sell	32,944 -27,494	-45%	-$474K	0.15%	69
2025 Q2	$1.02M	Buy	60,438 +4,196	+7%	+$65.5K	0.3%	53
2025 Q1	$867K	Buy	+56,242	New	+$913K	0.3%	53

Other funds holding LGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Advocates's LGI Position: Q1 2026 in Review

Strategic Advocates reduced its Lazard Global Total Return & Income Fund (LGI) stake by 98% in Q1 2026, selling an estimated $501K and leaving 451 shares worth $7.26K. The position accounts for 0.03% of the portfolio, ranked #167.

Strategic Advocates first reported a position in LGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 46 funds tracked by Wall St. Rank hold LGI as of Q1 2026.

Strategic Advocates held 451 shares of Lazard Global Total Return & Income Fund worth $7.26K as of Q1 2026.
Strategic Advocates sold 27,608 Lazard Global Total Return & Income Fund shares in Q1 2026, an estimated $501K.
Lazard Global Total Return & Income Fund made up 0.03% of Strategic Advocates's portfolio in Q1 2026, its #167 holding.
Strategic Advocates first reported a position in Lazard Global Total Return & Income Fund in Q1 2025 and has held it in 5 quarters since.
Strategic Advocates's Lazard Global Total Return & Income Fund position peaked at $1.02M in Q2 2025.
46 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.