Planning Strategies Inc.’s Lazard LAZ Stock Holding History

Planning Strategies Inc.’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	$923	Buy	+22	New	+$1.01K	﹤0.01%	756

Other funds holding LAZ

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

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

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

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

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Planning Strategies Inc.'s LAZ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Lazard (LAZ) in Q2 2026: 22 shares worth $923. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings.

84 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Planning Strategies Inc. held 22 shares of Lazard worth $923 as of Q2 2026.
Lazard was a new Planning Strategies Inc. position in Q2 2026.
Lazard made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #756 holding.
84 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.