Position in LAZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$327,173
New position
Shares Held
7,801
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 342 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $145,284,802 across 6 Capital Markets names. LAZ ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
447,409 | $93,526,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
36,646 | $37,062,665 | |
| 3 | EVR |
Evercore Inc.
|
34,039 | $11,622,276 | |
| 4 | SCHW |
Schwab Charles Corp
|
25,749 | $2,375,860 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,412 | $370,451 | |
| 6 | LAZ |
Lazard, Inc.
This page
|
7,801 | $327,173 |
All Filings in LAZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,173 | 7,801 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||