Position in LAZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$501,224
-$3,226 QoQ
Shares Held
11,951
+0.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#173
of 339 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, 2026Claro Advisors Inc. holds $3,229,366 across 7 Capital Markets names. LAZ ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,235 | $885,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
561 | $567,378 | |
| 3 | LAZ |
Lazard, Inc.
This page
|
11,951 | $501,224 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,160 | $476,113 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,649 | $368,008 | |
| 6 | PJT |
PJT Partners Inc.
|
1,487 | $224,447 | |
| 7 | EVR |
Evercore Inc.
|
606 | $206,912 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,224 | 11,951 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $504,450 | 11,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $576,795 | 11,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $628,029 | 11,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $570,914 | 11,899 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $517,651 | 11,955 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $612,560 | 11,899 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $599,421 | 11,898 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $453,387 | 11,875 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $497,206 | 11,875 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||