Buck Wealth Strategies, LLC

Position in LAZ — Lazard, Inc.

CIK 1973259 DENVER, CO

Position in LAZ

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$8,033,095

-$754,419 QoQ

Shares Held

189,103

+4.5% QoQ

Ownership

0.169%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Buck Wealth Strategies, LLC holds $18,433,934 across 3 Capital Markets names. LAZ ranks #2 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,935	$10,096,890
2	LAZ	Lazard, Inc. This page	189,103	$8,033,095
3	HOOD	Robinhood Markets, Inc.	4,386	$303,949

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,033,095	189,103	+4.5%	Shares	Sole	2026-05-08
2025-12-31	$8,787,514	180,962	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.