BASSWOOD CAPITAL MANAGEMENT, L.L.C. LAZ — LAZARD INC

Ownership history in BASSWOOD CAPITAL MANAGEMENT, L.L.C.  ·  10 quarters on record

AI Ownership Summary

BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported LAZARD INC (LAZ) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.17% in 2026 Q1. The latest visible filing shows LAZ at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s position in LAZARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LAZ was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LAZ stock page BASSWOOD CAPITAL MANAGEMENT, L.L.C. fund profile BASSWOOD CAPITAL MANAGEMENT, L.L.C. full holdings
How BASSWOOD CAPITAL MANAGEMENT, L.L.C. held LAZ — position size vs. price
% of Fund (quarterly)    LAZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 546,216 -38,172 -6.5% 0.91% $22.9M 2026-08-14 $44.64
2026 Q1 ADDED — — — 584,388 +290,505 +98.9% 1.17% $24.8M 2026-05-15 $44.70
2025 Q4 ADDED — — — 293,883 +104,067 +54.8% 0.58% $14.3M 2026-02-13 $51.16
2025 Q3 REDUCED — — — 189,816 -5,260 -2.7% 0.41% $10.0M 2025-11-14 $47.95
2025 Q2 UNCHANGED — — — 195,076 — 0% 0.43% $9.4M 2025-08-14 $53.07
2025 Q1 REDUCED 38.1% +12.2% ❌ 195,076 -120,021 -38.1% 0.47% $8.4M 2025-05-14 $44.14
2024 Q4 REDUCED 23.5% -15.1% ✅ 315,097 -96,558 -23.5% 0.95% $16.2M 2025-02-14 $51.83
2024 Q3 ADDED — — — 411,655 +8,702 +2.2% 1.07% $20.7M 2024-11-14 $51.83
2024 Q2 REDUCED 15.3% +33.5% ❌ 402,953 -73,054 -15.3% 1.00% $15.4M 2024-08-14 $42.67
2024 Q1 INITIATED — — — 476,007 — — 1.16% $19.9M 2024-05-15 $36.57

🏢 Other funds also holding LAZ

As of 2026 Q2 — sorted by position size

ARIEL INVESTMENTS, LLC 3Y 7Y 2.41% SWP Investment Management LLC 1.89% Buck Wealth Strategies, LLC 0.88% ALGEBRIS (UK) LTD 3Y 7Y 0.72% Ranger Investment Management, L.P. 3Y 7Y 0.72% Mork Capital Management, LLC 3Y 7Y 0.6% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 0.55% ICON ADVISERS INC/CO 3Y 7Y 0.49% Paulson Wealth Management Inc. 3Y 7Y 0.43% Capricorn Fund Managers Ltd 3Y 0.4%

FAQ About BASSWOOD CAPITAL MANAGEMENT, L.L.C. and LAZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported owning LAZ?

BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported LAZ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LAZ position in BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s portfolio?

The largest reported portfolio weight for LAZ was 1.17% in 2026 Q1.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2026 Q2, when BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported 546,216 shares, equal to 0.91% of portfolio, with an estimated market value of $22.9M.

What does the chart on this LAZ ownership page compare?

The chart compares BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s quarterly LAZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BASSWOOD CAPITAL MANAGEMENT, L.L.C. time their LAZ position?

Based on 13F filing dates vs. subsequent LAZ price moves, BASSWOOD CAPITAL MANAGEMENT, L.L.C. correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on LAZ relative to SPY over the holding period was +158.2%.

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