Merit Financial Group
LZB icon

Merit Financial Group’s La-Z-Boy LZB Stock Holding History

Merit Financial 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 		– Sell
-5,310
Closed -$213K – 2508
2026
Q2 		$213K Buy
+5,310
New +$192K ﹤0.01% 2071

Other funds holding LZB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Merit Financial Group's LZB Position: Q3 2026 in Review

Merit Financial Group sold out of La-Z-Boy (LZB) in Q3 2026, closing a stake of 5,310 shares — an estimated $213K sold.

Merit Financial Group first reported a position in LZB in Q2 2026 and held it in 1 quarter. The position peaked at $213K in Q2 2026. 159 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • Merit Financial Group reported no remaining La-Z-Boy position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 5,310 La-Z-Boy shares in Q3 2026, an estimated $213K.
  • Merit Financial Group first reported a position in La-Z-Boy in Q2 2026 and held it in 1 quarter.
  • Merit Financial Group's La-Z-Boy position peaked at $213K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.