PEAPACK GLADSTONE FINANCIAL CORP LAZ — LAZARD INC

Ownership history in PEAPACK GLADSTONE FINANCIAL CORP  ·  7 quarters on record

AI Ownership Summary

PEAPACK GLADSTONE FINANCIAL CORP reported LAZARD INC (LAZ) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows LAZ at 0.00% 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 PEAPACK GLADSTONE FINANCIAL CORP'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
2025 Q3

LAZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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 2025 Q3

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 PEAPACK GLADSTONE FINANCIAL CORP fund profile PEAPACK GLADSTONE FINANCIAL CORP full holdings
How PEAPACK GLADSTONE FINANCIAL CORP 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 22.8% -5.2% ✅ 6,101 -1,800 -22.8% 0.00% $322K 2025-11-14 $48.52
2025 Q2 REDUCED 18.6% +11.8% ❌ 7,901 -1,800 -18.6% 0.01% $379K 2025-08-14 $53.71
2025 Q1 UNCHANGED — — — 9,701 — 0% 0.01% $420K 2025-05-12 $44.19
2024 Q4 UNCHANGED — — — 9,701 — 0% 0.01% $499K 2025-02-13 $51.25
2024 Q3 UNCHANGED — — — 9,701 — 0% 0.01% $489K 2024-11-26 $54.71
2024 Q2 UNCHANGED — — — 9,701 — 0% 0.01% $370K 2024-08-13 $41.86
2024 Q1 INITIATED — — — 9,701 — — 0.01% $406K 2024-05-10 $35.67

🏢 Other funds also holding LAZ

As of 2026 Q1 — sorted by position size

ARIEL INVESTMENTS, LLC 3Y 7Y 2.77% Ranger Investment Management, L.P. 3Y 7Y 1.78% ALGEBRIS (UK) LTD 3Y 7Y 1.31% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.17% Buck Wealth Strategies, LLC 0.99% Callodine Capital Management, LP 3Y 7Y 0.92% Penn Capital Management Company, LLC 3Y 7Y 0.87% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.7% Mork Capital Management, LLC 3Y 7Y 0.67% ICON ADVISERS INC/CO 3Y 7Y 0.61%

FAQ About PEAPACK GLADSTONE FINANCIAL CORP and LAZ

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

How long has PEAPACK GLADSTONE FINANCIAL CORP reported owning LAZ?

PEAPACK GLADSTONE FINANCIAL CORP reported LAZ across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported LAZ position in PEAPACK GLADSTONE FINANCIAL CORP's portfolio?

The largest reported portfolio weight for LAZ was 0.01% in 2024 Q4.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2025 Q3, when PEAPACK GLADSTONE FINANCIAL CORP reported 6,101 shares, equal to 0.00% of portfolio, with an estimated market value of $322K.

What does the chart on this LAZ ownership page compare?

The chart compares PEAPACK GLADSTONE FINANCIAL CORP'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.

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