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Brinker Capital Investments’s La-Z-Boy LZB Stock Holding History

Brinker Capital Investments’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 		$965K Sell
24,056
-1,108
-4% -$40.1K 0.01% 1179
2026
Q1 		$809K Buy
25,164
+627
+3% +$22.7K 0.01% 1233
2025
Q4 		$915K Sell
24,537
-1,659
-6% -$58.1K 0.01% 1280
2025
Q3 		$899K Sell
26,196
-439
-2% -$16.1K 0.01% 1284
2025
Q2 		$990K Buy
26,635
+646
+2% +$25.8K 0.01% 1195
2025
Q1 		$1.02M Sell
25,989
-4,669
-15% -$202K 0.01% 1081
2024
Q4 		$1.34M Sell
30,658
-317
-1% -$13.4K 0.01% 898
2024
Q3 		$1.33M Sell
30,975
-779
-2% -$32.1K 0.01% 899
2024
Q2 		$1.18M Buy
31,754
+828
+3% +$29.2K 0.01% 909
2024
Q1 		$1.16M Sell
30,926
-2,380
-7% -$86.9K 0.01% 921
2023
Q4 		$1.22M Sell
33,306
-2,693
-7% -$86.8K 0.01% 859
2023
Q3 		$1.11M Sell
35,999
-1,454
-4% -$44.8K 0.01% 883
2023
Q2 		$1.07M Sell
37,453
-698
-2% -$19.5K 0.01% 922
2023
Q1 		$1.11M Sell
38,151
-690
-2% -$19.6K 0.01% 830
2022
Q4 		$886K Buy
38,841
+1,302
+3% +$31.7K 0.02% 772
2022
Q3 		$847K Buy
37,539
+3,444
+10% +$91.4K 0.02% 772
2022
Q2 		$808K Sell
34,095
-213
-0.6% -$5.48K 0.02% 821
2022
Q1 		$905K Buy
34,308
+4,576
+15% +$147K 0.01% 831
2021
Q4 		$1.08M Buy
29,732
+217
+0.7% +$7.57K 0.02% 790
2021
Q3 		$1.09M Hold
29,515
– – 0.02% 744
2021
Q2 		$1.09M Buy
29,515
+2,176
+8% +$91.5K 0.01% 796
2021
Q1 		$1.16M Buy
+27,339
New +$1.15M 0.02% 659
2020
Q4 		– Sell
-27,212
Closed -$861K – 1118
2020
Q3 		$861K Buy
+27,212
New +$827K 0.01% 728

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

Brinker Capital Investments's LZB Position: Q2 2026 in Review

Brinker Capital Investments reduced its La-Z-Boy (LZB) stake by 4.4% in Q2 2026, selling an estimated $40.1K and leaving 24,056 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #1179.

Brinker Capital Investments first reported a position in LZB in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q4 2024. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Brinker Capital Investments held 24,056 shares of La-Z-Boy worth $965K as of Q2 2026.
  • Brinker Capital Investments sold 1,108 La-Z-Boy shares in Q2 2026, an estimated $40.1K.
  • La-Z-Boy made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1179 holding.
  • Brinker Capital Investments first reported a position in La-Z-Boy in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's La-Z-Boy position peaked at $1.34M in Q4 2024.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.