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Trivium Point Advisory’s Lazard LAZ Stock Holding History

Trivium Point Advisory’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
2025
Q4 		– Sell
-4,090
Closed -$216K – 353
2025
Q3 		$216K Sell
4,090
-550
-12% -$29.7K 0.02% 335
2025
Q2 		$223K Buy
+4,640
New +$194K 0.02% 323

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Trivium Point Advisory's LAZ Position: Q4 2025 in Review

Trivium Point Advisory sold out of Lazard (LAZ) in Q4 2025, closing a stake of 4,090 shares — an estimated $216K sold.

Trivium Point Advisory first reported a position in LAZ in Q2 2025 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Trivium Point Advisory reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 4,090 Lazard shares in Q4 2025, an estimated $216K.
  • Trivium Point Advisory first reported a position in Lazard in Q2 2025 and held it in 2 quarters.
  • Trivium Point Advisory's Lazard position peaked at $223K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.