Petrus Trust Company’s La-Z-Boy LZB Stock Holding History

Petrus Trust Company’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 Q4	–	Sell	-7,197	Closed	-$247K	–	106
2025 Q3	$247K	Sell	7,197 -10,158	-59%	-$373K	0.03%	65
2025 Q2	$645K	Buy	+17,355	New	+$694K	0.07%	55
2023 Q3	–	Sell	-15,590	Closed	-$446K	–	667
2023 Q2	$446K	Buy	15,590 +1,311	+9%	+$36.6K	0.05%	198
2023 Q1	$415K	Hold	14,279	–	–	0.05%	163
2022 Q4	$326K	Buy	14,279 +3,407	+31%	+$82.8K	0.04%	226
2022 Q3	$245K	Buy	+10,872	New	+$289K	0.03%	128
2021 Q4	–	Sell	-8,070	Closed	-$260K	–	153
2021 Q3	$260K	Buy	+8,070	New	+$278K	0.03%	53
2020 Q3	–	Sell	-9,639	Closed	-$261K	–	330
2020 Q2	$261K	Sell	9,639 -4,103	-30%	-$98.7K	0.03%	104
2020 Q1	$282K	Buy	+13,742	New	+$390K	0.04%	58
2016 Q4	–	Sell	-8,718	Closed	-$214K	–	213
2016 Q3	$214K	Buy	+8,718	New	+$245K	0.05%	135

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Petrus Trust Company's LZB Position: Q4 2025 in Review

Petrus Trust Company sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 7,197 shares — an estimated $247K sold.

Petrus Trust Company first reported a position in LZB in Q3 2016 and held it in 10 quarters. The position peaked at $645K in Q2 2025. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

Petrus Trust Company reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
Petrus Trust Company sold 7,197 La-Z-Boy shares in Q4 2025, an estimated $247K.
Petrus Trust Company first reported a position in La-Z-Boy in Q3 2016 and held it in 10 quarters.
Petrus Trust Company's La-Z-Boy position peaked at $645K in Q2 2025.
260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on Petrus Trust Company's 13F filing for Q4 2025, filed 17 Feb 2026.