O'ROURKE & COMPANY, Inc

Position in LAZ — Lazard, Inc.

CIK 1911468 BOSTON, MA

Position in LAZ

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$333,884

-$4,001 QoQ

Shares Held

7,961

+0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#199

of 339 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $6,520,309 across 6 Capital Markets names. LAZ ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,239	$3,275,827
2	SCHW	Schwab Charles Corp	10,676	$985,074
3	EVR	Evercore Inc.	2,604	$889,109
4	MS	Morgan Stanley	2,951	$616,877
5	MC	Moelis & Co	6,413	$419,538
6	LAZ	Lazard, Inc. This page	7,961	$333,884

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$333,884	7,961	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$337,885	7,954	+3.6%	Shares	Sole	2026-05-14
2025-12-31	$372,649	7,674	-1.2%	Shares	Sole	2026-01-28
2025-09-30	$409,942	7,767	-13.4%	Shares	Sole	2025-10-22
2025-06-30	$430,092	8,964	-7.4%	Shares	Sole	2025-07-18
2025-03-31	$419,317	9,684	+0.1%	Shares	Sole	2025-05-08
2024-12-31	$497,811	9,670	-1.0%	Shares	Sole	2025-02-13
2024-09-30	$492,111	9,768	+25.1%	Shares	Sole	2024-10-28
2024-06-30	$298,223	7,811	-4.4%	Shares	Sole	2024-07-18
2024-03-31	$342,119	8,171	—	Shares	Sole	2024-04-18
No filing history on record for this holder in this stock.