ROTHSCHILD INVESTMENT LLC

Position in LAZ — Lazard, Inc.

CIK 85338 CHICAGO, IL

Position in LAZ

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$280,704

+$2,588 QoQ

Shares Held

6,693

+2.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#208

of 339 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $16,075,704 across 43 Capital Markets names. LAZ ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,740	$3,782,523
2	SCHW	Schwab Charles Corp	37,778	$3,485,776
3	MS	Morgan Stanley	14,730	$3,079,159
4	EVR	Evercore Inc.	5,821	$1,987,522
5	JEF	Jefferies Financial Group Inc.	32,666	$1,632,646
6	MKTX	Marketaxess Holdings Inc	4,148	$470,756
7	SF	Stifel Financial Corp	6,497	$453,295
8	LAZ	Lazard, Inc. This page	6,693	$280,704

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,704	6,693	+2.2%	Shares	Sole	2026-08-06
2026-03-31	$278,116	6,547	+18.2%	Shares	Sole	2026-05-07
2025-12-31	$268,925	5,538	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$290,290	5,500	-15.4%	Shares	Sole	2025-11-07
2025-06-30	$311,870	6,500	0.0%	Shares	Sole	2025-08-11
2025-03-31	$281,450	6,500	0.0%	Shares	Sole	2025-04-08
2024-12-31	$334,620	6,500	0.0%	Shares	Sole	2025-02-04
2024-09-30	$327,470	6,500	-3.0%	Shares	Sole	2024-10-18
2024-06-30	$255,806	6,700	-5.6%	Shares	Sole	2024-07-31
2024-03-31	$297,277	7,100	0.0%	Shares	Sole	2024-07-31
2023-12-31	$247,080	7,100	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.