Position in LAZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$31,564,292
+$11,262,593 QoQ
Shares Held
752,606
+57.5% QoQ
Ownership
0.674%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $7,289,362,281 across 49 Capital Markets names. LAZ ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,531,247 | $2,560,027,262 | |
| 2 | MS |
Morgan Stanley
|
9,759,983 | $2,040,226,836 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,489,297 | $967,847,425 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,786,353 | $379,695,469 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,420,031 | $210,639,490 | |
| 6 | EVR |
Evercore Inc.
|
302,828 | $103,397,586 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
350,265 | $98,662,638 | |
| 8 | SF |
Stifel Financial Corp
|
1,336,318 | $93,234,900 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,564,292 | 752,606 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $20,301,699 | 477,912 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $24,365,170 | 501,754 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $32,398,946 | 613,849 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $30,897,149 | 643,959 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $29,274,823 | 676,093 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $34,935,200 | 678,617 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $14,966,432 | 297,071 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,647,522 | 278,877 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $10,369,772 | 247,666 | Shares | Other | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||