Johnson Financial Group Inc (Wisconsin)’s La-Z-Boy LZB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q2	–	Sell	-1,580	Closed	-$61.8K	–	823
2025 Q1	$61.8K	Sell	1,580 -116	-7%	-$5.03K	﹤0.01%	578
2024 Q4	$80.1K	Buy	1,696 +1,628	+2,394%	+$68.8K	﹤0.01%	404
2024 Q3	$2.92K	Buy	+68	New	+$2.8K	﹤0.01%	845
2022 Q1	–	Sell	-15	Closed	-$1K	–	756
2021 Q4	$1K	Sell	15 -15	-50%	-$523	﹤0.01%	730
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	702
2021 Q2	$1K	Buy	+30	New	+$1.26K	﹤0.01%	719

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s LZB Position: Q2 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of La-Z-Boy (LZB) in Q2 2025, closing a stake of 1,580 shares — an estimated $61.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LZB in Q2 2021 and held it in 6 quarters. The position peaked at $80.1K in Q4 2024. 251 funds tracked by Wall St. Rank hold LZB as of Q2 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining La-Z-Boy position as of Q2 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,580 La-Z-Boy shares in Q2 2025, an estimated $61.8K.
Johnson Financial Group Inc (Wisconsin) first reported a position in La-Z-Boy in Q2 2021 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s La-Z-Boy position peaked at $80.1K in Q4 2024.
251 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2025, filed 13 Aug 2025.