Position in LAZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,938,340
-$394,913 QoQ
Shares Held
69,170
+0.8% QoQ
Ownership
0.062%
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 88%
Shared 0%
None 12%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,090,189,447 across 54 Capital Markets names. LAZ ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,459,965 | $1,235,115,787 | |
| 2 | MS |
Morgan Stanley
|
4,331,016 | $712,755,300 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,575,897 | $336,062,798 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,889,181 | $193,777,367 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,561,107 | $177,484,712 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
420,689 | $126,555,870 | |
| 7 | MC |
Moelis & Co
|
927,731 | $52,880,667 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
346,367 | $49,745,227 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,938,340 | 69,170 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,333,253 | 68,642 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,505,117 | 66,410 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,262,399 | 67,995 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,940,847 | 67,918 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,556,751 | 69,090 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,370,774 | 66,907 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,296,258 | 60,143 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,627,363 | 86,634 | Shares | Defined | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||