CAPTRUST Financial Advisors
LZB icon

CAPTRUST Financial Advisors’s La-Z-Boy LZB Stock Holding History

CAPTRUST Financial Advisors’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 		$514K Buy
12,810
+4,808
+60% +$174K ﹤0.01% 2167
2026
Q1 		$257K Buy
8,002
+2,232
+39% +$80.6K ﹤0.01% 2495
2025
Q4 		$215K Sell
5,770
-197
-3% -$6.9K ﹤0.01% 2481
2025
Q3 		$205K Buy
5,967
+55
+0.9% +$2.02K ﹤0.01% 2414
2025
Q2 		$220K Sell
5,912
-211
-3% -$8.44K ﹤0.01% 2240
2025
Q1 		$239K Sell
6,123
-2,403
-28% -$104K ﹤0.01% 2080
2024
Q4 		$371K Sell
8,526
-84
-1% -$3.55K ﹤0.01% 1780
2024
Q3 		$370K Buy
+8,610
New +$354K ﹤0.01% 1765
2024
Q1 		– Sell
-11,165
Closed -$412K – 2439
2023
Q4 		$412K Buy
11,165
+4
+0% +$129 ﹤0.01% 1889
2023
Q3 		$345K Buy
+11,161
New +$344K ﹤0.01% 1905
2022
Q3 		– Sell
-3,730
Closed -$88K – 3201
2022
Q2 		$88K Buy
3,730
+440
+13% +$11.3K ﹤0.01% 2295
2022
Q1 		$87K Buy
3,290
+1,509
+85% +$48.3K ﹤0.01% 2376
2021
Q4 		$65K Sell
1,781
-734
-29% -$25.6K ﹤0.01% 2468
2021
Q3 		$81K Sell
2,515
-261
-9% -$8.99K ﹤0.01% 2238
2021
Q2 		$103K Sell
2,776
-47
-2% -$1.98K ﹤0.01% 2010
2021
Q1 		$120K Buy
2,823
+2,715
+2,514% +$114K ﹤0.01% 1820
2020
Q4 		$4K Buy
108
+95
+731% +$3.52K ﹤0.01% 2918
2020
Q3 		$0 Buy
+13
New +$395 ﹤0.01% 3160
2019
Q2 		– Sell
-69
Closed -$2K – 1968
2019
Q1 		$2K Sell
69
-931
-93% -$29.4K ﹤0.01% 1692
2018
Q4 		$28K Hold
1,000
– – ﹤0.01% 919
2018
Q3 		$32K Hold
1,000
– – ﹤0.01% 869
2018
Q2 		$31K Hold
1,000
– – ﹤0.01% 816
2018
Q1 		$30K Buy
+1,000
New +$30.7K ﹤0.01% 723

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

CAPTRUST Financial Advisors's LZB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its La-Z-Boy (LZB) stake by 60% in Q2 2026, buying an estimated $174K and bringing the position to 12,810 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

CAPTRUST Financial Advisors first reported a position in LZB in Q1 2018 and has held it in 23 quarters since. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,810 shares of La-Z-Boy worth $514K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,808 La-Z-Boy shares in Q2 2026, an estimated $174K.
  • La-Z-Boy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2167 holding.
  • CAPTRUST Financial Advisors first reported a position in La-Z-Boy in Q1 2018 and has held it in 23 quarters since.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.