Mather Group
LZB icon

Mather Group’s La-Z-Boy LZB Stock Holding History

Mather 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
Q3 		$7.38K Hold
249
– – ﹤0.01% 1731
2026
Q2 		$9.99K Hold
249
– – ﹤0.01% 1498
2026
Q1 		$8K Buy
+249
New +$8.99K ﹤0.01% 1503
2025
Q4 		– Sell
-319
Closed -$10.9K – 1241
2025
Q3 		$10.9K Buy
+319
New +$11.7K ﹤0.01% 1251
2025
Q2 		– Sell
-345
Closed -$13.5K – 1268
2025
Q1 		$13.5K Buy
345
+70
+25% +$3.04K ﹤0.01% 1184
2024
Q4 		$12K Buy
+275
New +$11.6K ﹤0.01% 1202

Other funds holding LZB

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Mather Group's LZB Position: Q3 2026 in Review

Mather Group held its La-Z-Boy (LZB) position steady in Q3 2026 at 249 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Mather Group first reported a position in LZB in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.5K in Q1 2025. 13 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • Mather Group held 249 shares of La-Z-Boy worth $7.38K as of Q3 2026.
  • Mather Group left its La-Z-Boy share count unchanged in Q3 2026.
  • La-Z-Boy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1731 holding.
  • Mather Group first reported a position in La-Z-Boy in Q4 2024 and has held it in 6 quarters since.
  • Mather Group's La-Z-Boy position peaked at $13.5K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.