Van Berkom & Associates Inc. LAZ — LAZARD INC

Ownership history in Van Berkom & Associates Inc.  ·  4 quarters on record

AI Ownership Summary

Van Berkom & Associates Inc. reported LAZARD INC (LAZ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q2. The latest visible filing shows LAZ at 0.11% 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 Van Berkom & Associates Inc.'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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 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 Van Berkom & Associates Inc. fund profile Van Berkom & Associates Inc. full holdings
How Van Berkom & Associates Inc. 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 78,395 +13,564 +20.9% 0.11% $3K 2026-08-05 $43.75
2026 Q1 ADDED — — — 64,831 +4,514 +7.5% 0.09% $3K 2026-05-14 $45.42
2025 Q4 ADDED — — — 60,317 +4,986 +9.0% 0.08% $2.9M 2026-02-02 $52.15
2025 Q3 INITIATED — — — 55,331 — — 0.08% $2.9M 2025-11-04 $46.97

🏢 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% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.91% 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%

FAQ About Van Berkom & Associates Inc. and LAZ

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

How long has Van Berkom & Associates Inc. reported owning LAZ?

Van Berkom & Associates Inc. reported LAZ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported LAZ position in Van Berkom & Associates Inc.'s portfolio?

The largest reported portfolio weight for LAZ was 0.11% in 2026 Q2.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2026 Q2, when Van Berkom & Associates Inc. reported 78,395 shares, equal to 0.11% of portfolio, with an estimated market value of $3K.

What does the chart on this LAZ ownership page compare?

The chart compares Van Berkom & Associates Inc.'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 Van Berkom & Associates Inc. time their LAZ position?

Based on 13F filing dates vs. subsequent LAZ price moves, Van Berkom & Associates Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LAZ relative to SPY over the holding period was -24.4%.

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