Position in LAZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,611,292
+$301,974 QoQ
Shares Held
38,419
+24.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#117
of 339 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Aureus Asset Management, LLC holds $72,504,758 across 7 Capital Markets names. LAZ ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
600,554 | $55,413,117 | |
| 2 | MS |
Morgan Stanley
|
50,794 | $10,617,977 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,132 | $3,167,610 | |
| 4 | LAZ |
Lazard, Inc.
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|
38,419 | $1,611,292 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
3,234 | $910,953 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,414 | $384,194 |
All Filings in LAZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,611,292 | 38,419 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,309,318 | 30,822 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||