Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,306,231
-$2,194,790 QoQ
Shares Held
90,386
-21.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#134
of 592 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $546,179,819 across 24 Capital Markets names. SF ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
3,346,506 | $308,782,108 | |
| 2 | GS |
Goldman Sachs Group Inc
|
82,366 | $83,302,501 | |
| 3 | BGC |
BGC Group, Inc.
|
5,415,536 | $57,892,079 | |
| 4 | MS |
Morgan Stanley
|
214,414 | $44,821,102 | |
| 5 | SF |
Stifel Financial Corp
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|
90,386 | $6,306,231 | |
| 6 | XP |
XP Inc.
|
360,925 | $5,868,640 | |
| 7 | TW |
Tradeweb Markets Inc.
|
54,081 | $5,389,712 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
42,353 | $4,247,158 |
All Filings in SF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,306,231 | 90,386 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,501,021 | 115,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,386,748 | 82,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,811,687 | 121,721 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,564,337 | 121,067 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,872,705 | 125,957 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,505,255 | 127,312 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,104,859 | 107,613 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,093,868 | 143,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,687,814 | 149,518 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $18,657,292 | 269,809 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,567,426 | 220,824 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $34,153 | 503 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $35,421 | 503 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $34,183 | 503 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $35,997 | 555 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,553 | 555 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,005 | 555 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,735 | 331 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,699 | 331 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,663 | 331 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||