Position in LAZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,106,309
-$1,584,036 QoQ
Shares Held
167,286
-6.5% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026TD Asset Management Inc holds $1,482,262,861 across 17 Capital Markets names. LAZ ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,131,499 | $350,780,789 | |
| 2 | GS |
Goldman Sachs Group Inc
|
390,689 | $330,518,986 | |
| 3 | EVR |
Evercore Inc.
|
958,472 | $286,113,476 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
554,133 | $166,699,830 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,468,900 | $165,589,122 | |
| 6 | SCHW |
Schwab Charles Corp
|
742,694 | $69,798,382 | |
| 7 | TW |
Tradeweb Markets Inc.
|
423,089 | $49,780,650 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
394,513 | $27,339,750 |
All Filings in LAZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,106,309 | 167,286 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,690,345 | 178,961 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,036,462 | 171,210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,738,692 | 182,132 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,842,755 | 181,126 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,784,594 | 228,916 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,551,125 | 229,280 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,101,784 | 186,008 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||