Position in LAZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$527,982
-$34,538 QoQ
Shares Held
12,589
-4.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 339 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $81,564,970 across 14 Capital Markets names. LAZ ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
237,589 | $49,665,604 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,424 | $20,656,219 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,459 | $4,655,850 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,108 | $2,116,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,203 | $620,541 | |
| 7 | LAZ |
Lazard, Inc.
This page
|
12,589 | $527,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
54,894 | $481,968 |
All Filings in LAZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,982 | 12,589 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $562,520 | 13,242 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $581,894 | 11,983 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $542,578 | 10,280 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $460,608 | 9,600 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $385,629 | 8,906 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $329,780 | 6,406 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $282,430 | 5,606 | Shares | Defined | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||