Position in LAZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$16,798,587
+$660,498 QoQ
Shares Held
395,447
+19.0% QoQ
Ownership
0.354%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Derivatives in LAZ
reported options exposure · as of Sep 30, 2025CallValue
$216,398
CallShares
4,100
PutValue
$2,190,370
PutShares
41,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,389,002,583 across 82 Capital Markets names. LAZ ranks #32 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | NAKA |
Nakamoto Inc.
|
16,944,915 | $149,793,048 |
All Filings in LAZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,798,587 | 395,447 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $16,138,089 | 332,333 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,190,370 | 41,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $10,849,720 | 205,565 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $216,398 | 4,100 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $13,876,535 | 289,215 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $424,340 | 9,800 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $10,390,439 | 239,964 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,287,000 | 25,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $15,725,079 | 305,460 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,152,454 | 122,121 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,698,478 | 149,253 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,433,496 | 201,421 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||