Jones Financial Companies
LZB icon

Jones Financial Companies’s La-Z-Boy LZB Stock Holding History

Jones Financial Companies’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 		$90.1K Buy
2,201
+379
+21% +$13.7K ﹤0.01% 2893
2026
Q1 		$58.2K Buy
1,822
+1,793
+6,183% +$64.8K ﹤0.01% 2895
2025
Q4 		$1.09K Buy
29
+20
+222% +$701 ﹤0.01% 3994
2025
Q3 		$313 Hold
9
– – ﹤0.01% 4089
2025
Q2 		$342 Buy
+9
New +$360 ﹤0.01% 3859
2024
Q3 		– Sell
-10
Closed -$373 – 3082
2024
Q2 		$373 Buy
+10
New +$353 ﹤0.01% 2359

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

Jones Financial Companies's LZB Position: Q2 2026 in Review

Jones Financial Companies increased its La-Z-Boy (LZB) stake by 21% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,201 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Jones Financial Companies first reported a position in LZB in Q2 2024 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Jones Financial Companies held 2,201 shares of La-Z-Boy worth $90.1K as of Q2 2026.
  • Jones Financial Companies bought 379 La-Z-Boy shares in Q2 2026, an estimated $13.7K.
  • La-Z-Boy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2893 holding.
  • Jones Financial Companies first reported a position in La-Z-Boy in Q2 2024 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.