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Meridian Financial Partners LLC → LGI

Meridian Financial Partners LLC LGI Position History

Lazard Global Total Return and Income Fund, Inc. • Financial Services

Quarters held
3
Latest value
$12.3M
Q3 2026
Peak value
$12.3M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$7.9M
Q2 2026$11.1M
Q3 2026$12.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.3M359.1K——
Q2 2026$11.1M319.2K——
Q1 2026$7.9M245.7K——

Other funds holding LGI

Other Meridian Financial Partners LLC positions

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VANGUARD INDEX FDS

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VANGUARD INDEX FDS

$27.4M
VGES

VANGUARD INDEX FDS

$26.6M
ETHA

ISHARES TR

$26.4M
ETHA

ISHARES TR

$25.1M
ETHA

ISHARES TR

$24.6M
ETHA

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$22.6M