Position in LAZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$718,809
+$33,182 QoQ
Shares Held
17,139
+6.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#158
of 339 holders
Holding Since
Jun 2025
5 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, 2026Frank, Rimerman Advisors LLC holds $14,735,522 across 6 Capital Markets names. LAZ ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
38,149 | $7,974,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,903 | $2,936,007 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,369 | $1,971,717 | |
| 4 | LAZ |
Lazard, Inc.
This page
|
17,139 | $718,809 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,892 | $587,196 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,456 | $547,127 |
All Filings in LAZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,809 | 17,139 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $685,627 | 16,140 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $780,796 | 16,079 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $849,916 | 16,103 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $771,854 | 16,087 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||