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Bare Financial Services’s La-Z-Boy LZB Stock Holding History

Bare Financial Services’s Portfolio LZB Stock Details LZB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.5K Sell
137
-11
-7% -$398 ﹤0.01% 816
2026
Q1 		$4.76K Buy
148
+132
+825% +$4.77K ﹤0.01% 674
2025
Q4 		$596 Buy
+16
New +$561 ﹤0.01% 1304

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bare Financial Services's LZB Position: Q2 2026 in Review

Bare Financial Services reduced its La-Z-Boy (LZB) stake by 7.4% in Q2 2026, selling an estimated $398 and leaving 137 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Bare Financial Services first reported a position in LZB in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Bare Financial Services held 137 shares of La-Z-Boy worth $5.5K as of Q2 2026.
  • Bare Financial Services sold 11 La-Z-Boy shares in Q2 2026, an estimated $398.
  • La-Z-Boy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #816 holding.
  • Bare Financial Services first reported a position in La-Z-Boy in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.