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Bay Harbor Wealth Management’s La-Z-Boy LZB Stock Holding History

Bay Harbor Wealth Management’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
2025
Q4 		– Sell
-4
Closed -$137 – 1339
2025
Q3 		$137 Sell
4
-1
-20% -$37 ﹤0.01% 1113
2025
Q2 		$185 Buy
5
+4
+400% +$160 ﹤0.01% 946
2025
Q1 		$39 Buy
+1
New +$43 ﹤0.01% 1053

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Bay Harbor Wealth Management's LZB Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 4 shares — an estimated $137 sold.

Bay Harbor Wealth Management first reported a position in LZB in Q1 2025 and held it in 3 quarters. The position peaked at $185 in Q2 2025. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

  • Bay Harbor Wealth Management reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 4 La-Z-Boy shares in Q4 2025, an estimated $137.
  • Bay Harbor Wealth Management first reported a position in La-Z-Boy in Q1 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's La-Z-Boy position peaked at $185 in Q2 2025.
  • 260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.