Truist Financial
LAZ icon

Truist Financial’s Lazard LAZ Stock Holding History

Truist Financial’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 		$1.06M Sell
25,274
-1,220
-5% -$55.9K ﹤0.01% 1737
2026
Q1 		$1.13M Buy
26,494
+1,417
+6% +$69.3K ﹤0.01% 1634
2025
Q4 		$1.22M Sell
25,077
-1,033
-4% -$51.5K ﹤0.01% 1560
2025
Q3 		$1.38M Buy
26,110
+919
+4% +$49.6K ﹤0.01% 1531
2025
Q2 		$1.21M Buy
25,191
+302
+1% +$12.6K ﹤0.01% 1508
2025
Q1 		$1.08M Buy
24,889
+4,102
+20% +$204K ﹤0.01% 1484
2024
Q4 		$1.07M Buy
20,787
+750
+4% +$40.2K ﹤0.01% 1519
2024
Q3 		$1.01M Buy
20,037
+9,108
+83% +$422K ﹤0.01% 1520
2024
Q2 		$417K Sell
10,929
-34,791
-76% -$1.36M ﹤0.01% 2085
2024
Q1 		$1.91M Buy
45,720
+37,606
+463% +$1.46M ﹤0.01% 1297
2023
Q4 		$282K Buy
8,114
+1,031
+15% +$31K ﹤0.01% 2340
2023
Q3 		$220K Sell
7,083
-2,053
-22% -$68.8K ﹤0.01% 2415
2023
Q2 		$292K Sell
9,136
-39,635
-81% -$1.23M ﹤0.01% 2263
2023
Q1 		$1.61M Buy
48,771
+26,970
+124% +$995K ﹤0.01% 1331
2022
Q4 		$756K Buy
+21,801
New +$775K ﹤0.01% 1699
2021
Q3 		– Sell
-42,322
Closed -$1.92M – 2774
2021
Q2 		$1.92M Sell
42,322
-2,819
-6% -$129K ﹤0.01% 1311
2021
Q1 		$1.96M Buy
+45,141
New +$1.92M ﹤0.01% 1247
2020
Q4 		– Sell
-31,742
Closed -$1.05M – 2598
2020
Q3 		$1.05M Buy
+31,742
New +$978K ﹤0.01% 1345
2020
Q2 		– Sell
-69,538
Closed -$1.64M – 2506
2020
Q1 		$1.64M Buy
+69,538
New +$2.57M ﹤0.01% 1054
2015
Q2 		– Sell
-3,995
Closed -$210K – 838
2015
Q1 		$210K Buy
+3,995
New +$197K 0.01% 758
2014
Q4 		– Sell
-4,110
Closed -$209K – 803
2014
Q3 		$209K Sell
4,110
-167
-4% -$8.75K 0.01% 725
2014
Q2 		$220K Buy
4,277
+1
+0% +$49 0.01% 729
2014
Q1 		$201K Buy
+4,276
New +$192K 0.01% 754

Other funds holding LAZ

GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial's LAZ Position: Q2 2026 in Review

Truist Financial reduced its Lazard (LAZ) stake by 4.6% in Q2 2026, selling an estimated $55.9K and leaving 25,274 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Truist Financial first reported a position in LAZ in Q1 2014 and has held it in 23 quarters since. The position peaked at $1.96M in Q1 2021. 98 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Truist Financial held 25,274 shares of Lazard worth $1.06M as of Q2 2026.
  • Truist Financial sold 1,220 Lazard shares in Q2 2026, an estimated $55.9K.
  • Lazard made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1737 holding.
  • Truist Financial first reported a position in Lazard in Q1 2014 and has held it in 23 quarters since.
  • Truist Financial's Lazard position peaked at $1.96M in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.