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Integrated Wealth Concepts’s La-Z-Boy LZB Stock Holding History

Integrated Wealth Concepts’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 		$119K Buy
+2,977
New +$108K ﹤0.01% 2677

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

Integrated Wealth Concepts's LZB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in La-Z-Boy (LZB) in Q2 2026: 2,977 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #2677 among its holdings.

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

  • Integrated Wealth Concepts held 2,977 shares of La-Z-Boy worth $119K as of Q2 2026.
  • La-Z-Boy was a new Integrated Wealth Concepts position in Q2 2026.
  • La-Z-Boy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2677 holding.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.