CoreCap Advisors’s La-Z-Boy LZB Stock Holding History

CoreCap 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 Q3	–	Sell	-23	Closed	-$923	–	3278
2026 Q2	$923	Buy	+23	New	+$831	﹤0.01%	2715

Other funds holding LZB

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CoreCap Advisors's LZB Position: Q3 2026 in Review

CoreCap Advisors sold out of La-Z-Boy (LZB) in Q3 2026, closing a stake of 23 shares — an estimated $923 sold.

CoreCap Advisors first reported a position in LZB in Q2 2026 and held it in 1 quarter. The position peaked at $923 in Q2 2026. 10 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

CoreCap Advisors reported no remaining La-Z-Boy position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 23 La-Z-Boy shares in Q3 2026, an estimated $923.
CoreCap Advisors first reported a position in La-Z-Boy in Q2 2026 and held it in 1 quarter.
CoreCap Advisors's La-Z-Boy position peaked at $923 in Q2 2026.
10 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.