Sunbelt Securities’s Lazard LAZ Stock Holding History

Sunbelt Securities’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 Q1	–	Sell	-7	Closed	-$340	–	3045
2025 Q4	$340	Buy	+7	New	+$349	﹤0.01%	2328
2020 Q1	–	Sell	-5,650	Closed	-$226K	–	525
2019 Q4	$226K	Buy	+5,650	New	+$213K	0.02%	510

Other funds holding LAZ

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's LAZ Position: Q1 2026 in Review

Sunbelt Securities sold out of Lazard (LAZ) in Q1 2026, closing a stake of 7 shares — an estimated $340 sold.

Sunbelt Securities first reported a position in LAZ in Q4 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2019. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Sunbelt Securities reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 7 Lazard shares in Q1 2026, an estimated $340.
Sunbelt Securities first reported a position in Lazard in Q4 2019 and held it in 2 quarters.
Sunbelt Securities's Lazard position peaked at $226K in Q4 2019.
336 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.