Position in LAZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,099,341
-$1,861,154 QoQ
Shares Held
97,743
-30.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 343 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. LAZ ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,652,591 | $345,457,619 | |
| 2 | GS |
Goldman Sachs Group Inc
|
323,806 | $327,487,671 | |
| 3 | SF |
Stifel Financial Corp
|
3,886,981 | $271,194,663 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,104,683 | $101,929,097 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
628,812 | $54,731,794 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
162,530 | $45,781,447 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
207,821 | $20,840,288 | |
| 8 | CLSK |
Cleanspark, Inc.
|
839,123 | $12,209,239 |
All Filings in LAZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,099,341 | 97,743 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,960,495 | 140,313 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,574,893 | 53,025 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,511,800 | 47,590 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,934,550 | 123,688 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,135,496 | 95,508 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,926,995 | 95,707 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,803,329 | 95,342 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,211,826 | 110,315 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,080,352 | 49,686 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||