Position in LAZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,049,983
+$2,086,230 QoQ
Shares Held
448,446
+28.4% QoQ
Ownership
0.402%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $12,201,592,250 across 50 Capital Markets names. LAZ ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,455,011 | $5,460,874,752 | |
| 2 | MS |
Morgan Stanley
|
16,326,676 | $2,686,881,065 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,623,030 | $1,468,252,356 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,165,099 | $427,241,357 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,230,136 | $417,855,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
803,428 | $241,695,241 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
1,780,834 | $169,909,369 | |
| 8 | SF |
Stifel Financial Corp
|
1,875,501 | $138,637,031 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||