Position in LAZ
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,001,339
-$208,574 QoQ
Shares Held
70,653
+6.9% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Janney Montgomery Scott LLC holds $157,832,577 across 23 Capital Markets names. LAZ ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
427,904 | $70,420,161 | |
| 2 | SCHW |
Schwab Charles Corp
|
445,881 | $41,903,896 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
199,570 | $13,385,159 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
103,423 | $7,167,213 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
19,661 | $5,914,618 | |
| 6 | SNEX |
StoneX Group Inc.
|
44,601 | $5,395,605 | |
| 7 | LAZ |
Lazard, Inc.
This page
|
70,653 | $3,001,339 | |
| 8 | MC |
Moelis & Co
|
49,620 | $2,828,340 |
All Filings in LAZ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,001,339 | 70,653 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,209,913 | 66,102 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,369,475 | 63,840 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,745,031 | 57,212 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,472,213 | 57,095 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,646,844 | 51,415 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,507,059 | 49,763 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,758,036 | 46,046 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,798,525 | 42,955 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||