Position in LAZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,121,975
+$23,071,992 QoQ
Shares Held
1,004,339
+124.0% QoQ
Ownership
0.899%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,600,707,082 across 48 Capital Markets names. LAZ ranks #24 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,680,811 | $6,756,771,817 | |
| 2 | MS |
Morgan Stanley
|
16,651,161 | $3,480,758,693 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,993,144 | $1,475,687,393 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,640,064 | $665,865,613 | |
| 5 | IREN |
IREN Ltd
|
14,211,325 | $649,883,890 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,954,055 | $518,240,943 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,044,995 | $285,437,828 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
815,663 | $229,755,952 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,121,975 | 1,004,339 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,049,983 | 448,446 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $16,963,753 | 349,336 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,419,705 | 405,830 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $23,445,761 | 488,657 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,018,394 | 508,508 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $11,729,458 | 227,845 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,453,400 | 326,586 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,019,436 | 393,385 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,270,371 | 460,243 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||