RAFFA WEALTH MANAGEMENT, LLC’s Lazard LAZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$42	Hold	1	–	–	﹤0.01%	1524
2026 Q1	$42	Buy	+1	New	+$49	﹤0.01%	1414
2018 Q4	–	Sell	-250	Closed	-$12K	–	758
2018 Q3	$12K	Hold	250	–	–	﹤0.01%	208
2018 Q2	$12.2K	Hold	250	–	–	﹤0.01%	195
2018 Q1	$13.1K	Hold	250	–	–	﹤0.01%	193
2017 Q4	$13.1K	Hold	250	–	–	0.01%	182
2017 Q3	$11.3K	Hold	250	–	–	﹤0.01%	197
2017 Q2	$11.6K	Hold	250	–	–	0.01%	195
2017 Q1	$11.5K	Buy	+250	New	+$10.8K	0.01%	171

Other funds holding LAZ

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's LAZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Lazard (LAZ) position steady in Q2 2026 at 1 share worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in LAZ in Q1 2017 and has held it in 9 quarters since. The position peaked at $13.1K in Q1 2018. 73 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Lazard worth $42 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Lazard share count unchanged in Q2 2026.
Lazard made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1524 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Lazard in Q1 2017 and has held it in 9 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Lazard position peaked at $13.1K in Q1 2018.
73 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.