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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bare Financial Services's LZB Position: Q1 2026 in Review

Bare Financial Services increased its La-Z-Boy (LZB) stake by 825% in Q1 2026, buying an estimated $4.77K and bringing the position to 148 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Bare Financial Services first reported a position in LZB in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Bare Financial Services held 148 shares of La-Z-Boy worth $4.76K as of Q1 2026.
  • Bare Financial Services bought 132 La-Z-Boy shares in Q1 2026, an estimated $4.77K.
  • La-Z-Boy made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #674 holding.
  • Bare Financial Services first reported a position in La-Z-Boy in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.