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Forum Finance Group’s La-Z-Boy LZB Stock Holding History

Forum Finance Group’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 		$2.76M Buy
+85,000
New +$3.07M 0.99% 32

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

Forum Finance Group's LZB Position: Q2 2026 in Review

Forum Finance Group opened a new position in La-Z-Boy (LZB) in Q2 2026: 85,000 shares worth $2.76M. The stake represents 0.99% of the portfolio and ranks #32 among its holdings.

268 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Forum Finance Group held 85,000 shares of La-Z-Boy worth $2.76M as of Q2 2026.
  • La-Z-Boy was a new Forum Finance Group position in Q2 2026.
  • La-Z-Boy made up 0.99% of Forum Finance Group's portfolio in Q2 2026, its #32 holding.
  • 268 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.