Position in LAZ
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$353,302
-$13,895 QoQ
Shares Held
8,424
-2.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#194
of 342 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. LAZ ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
This page
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,302 | 8,424 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $367,197 | 8,644 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $409,506 | 8,433 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $531,758 | 10,075 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,734,715 | 77,839 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,113,529 | 71,906 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,451,476 | 67,045 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,514,508 | 69,760 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,618,002 | 68,570 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,810,816 | 67,132 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||