Position in LAZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,629,427
-$373,669 QoQ
Shares Held
61,898
+0.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ICON ADVISERS INC/CO holds $11,277,687 across 2 Capital Markets names. LAZ ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
28,748 | $8,648,260 | |
| 2 | LAZ |
Lazard, Inc.
This page
|
61,898 | $2,629,427 |
All Filings in LAZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,629,427 | 61,898 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,003,096 | 61,843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,264,073 | 61,843 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,147,488 | 65,600 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,840,480 | 65,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,377,088 | 65,600 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,924,516 | 38,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $226,216 | 5,925 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||