TPCW
LAZ icon

TD Private Client Wealth’s Lazard LAZ Stock Holding History

TD Private Client Wealth’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 		$353K Sell
8,424
-220
-3% -$10.1K 0.01% 570
2026
Q1 		$367K Buy
8,644
+211
+3% +$10.3K 0.01% 537
2025
Q4 		$410K Sell
8,433
-1,642
-16% -$81.9K 0.01% 518
2025
Q3 		$532K Sell
10,075
-67,764
-87% -$3.65M 0.01% 470
2025
Q2 		$3.73M Buy
77,839
+5,933
+8% +$248K 0.09% 157
2025
Q1 		$3.11M Buy
71,906
+4,861
+7% +$242K 0.09% 165
2024
Q4 		$3.45M Sell
67,045
-2,715
-4% -$145K 0.1% 153
2024
Q3 		$3.51M Buy
69,760
+1,190
+2% +$55.1K 0.1% 158
2024
Q2 		$2.62M Buy
68,570
+1,438
+2% +$56.2K 0.08% 186
2024
Q1 		$2.81M Buy
67,132
+4,429
+7% +$173K 0.09% 170
2023
Q4 		$2.18M Buy
62,703
+53,684
+595% +$1.62M 0.08% 206
2023
Q3 		$280K Sell
9,019
-366
-4% -$12.3K 0.01% 491
2023
Q2 		$300K Sell
9,385
-163
-2% -$5.04K 0.01% 498
2023
Q1 		$316K Sell
9,548
-6,517
-41% -$240K 0.01% 487
2022
Q4 		$557K Sell
16,065
-4,377
-21% -$156K 0.03% 404
2022
Q3 		$651K Sell
20,442
-257
-1% -$9.24K 0.03% 370
2022
Q2 		$671K Sell
20,699
-250
-1% -$8.44K 0.03% 379
2022
Q1 		$723K Buy
20,949
+1,077
+5% +$41.7K 0.03% 382
2021
Q4 		$867K Buy
19,872
+985
+5% +$46.1K 0.04% 357
2021
Q3 		$865K Buy
18,887
+7,111
+60% +$332K 0.04% 341
2021
Q2 		$533K Buy
11,776
+875
+8% +$40.1K 0.02% 401
2021
Q1 		$474K Buy
10,901
+2,621
+32% +$111K 0.02% 399
2020
Q4 		$350K Sell
8,280
-1,298
-14% -$49K 0.02% 421
2020
Q3 		$317K Buy
9,578
+3,823
+66% +$118K 0.02% 407
2020
Q2 		$165K Sell
5,755
-2,559
-31% -$69.3K 0.01% 471
2020
Q1 		$196K Buy
+8,314
New +$308K 0.01% 423

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Private Client Wealth's LAZ Position: Q2 2026 in Review

TD Private Client Wealth reduced its Lazard (LAZ) stake by 2.5% in Q2 2026, selling an estimated $10.1K and leaving 8,424 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #570.

TD Private Client Wealth first reported a position in LAZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.73M in Q2 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • TD Private Client Wealth held 8,424 shares of Lazard worth $353K as of Q2 2026.
  • TD Private Client Wealth sold 220 Lazard shares in Q2 2026, an estimated $10.1K.
  • Lazard made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #570 holding.
  • TD Private Client Wealth first reported a position in Lazard in Q1 2020 and has held it in 26 quarters since.
  • TD Private Client Wealth's Lazard position peaked at $3.73M in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.