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Phocas Financial Corp’s La-Z-Boy LZB Stock Holding History

Phocas Financial Corp’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 		$3.22M Sell
80,161
-4,267
-5% -$154K 0.45% 101
2026
Q1 		$2.71M Sell
84,428
-23,457
-22% -$847K 0.43% 101
2025
Q4 		$4.02M Sell
107,885
-246
-0.2% -$8.62K 0.52% 79
2025
Q3 		$3.71M Buy
108,131
+2,199
+2% +$80.6K 0.48% 84
2025
Q2 		$3.94M Buy
105,932
+16
+0% +$640 0.57% 73
2025
Q1 		$4.14M Sell
105,916
-6,115
-5% -$265K 0.63% 69
2024
Q4 		$4.88M Buy
+112,031
New +$4.73M 0.65% 67
2023
Q4 		$4.63M Buy
125,334
+2,411
+2% +$77.7K 0.61% 77
2023
Q3 		$3.8M Sell
122,923
-168
-0.1% -$5.17K 0.55% 79
2023
Q2 		$3.52M Sell
123,091
-882
-0.7% -$24.6K 0.48% 86
2023
Q1 		$3.6M Buy
123,973
+1,252
+1% +$35.6K 0.52% 81
2022
Q4 		$2.8M Sell
122,721
-74
-0.1% -$1.8K 0.4% 98
2022
Q3 		$2.77M Buy
122,795
+3,828
+3% +$102K 0.43% 98
2022
Q2 		$2.82M Sell
118,967
-1,351
-1% -$34.8K 0.42% 97
2022
Q1 		$3.17M Sell
120,318
-2,023
-2% -$64.8K 0.39% 105
2021
Q4 		$4.44M Sell
122,341
-2,933
-2% -$102K 0.57% 81
2021
Q3 		$4.04M Buy
125,274
+747
+0.6% +$25.7K 0.51% 80
2021
Q2 		$4.61M Sell
124,527
-5,680
-4% -$239K 0.58% 74
2021
Q1 		$5.53M Sell
130,207
-4,780
-4% -$200K 0.73% 65
2020
Q4 		$373K Buy
134,987
+52,909
+64% +$1.96M 0.06% 166
2020
Q3 		$2.6M Buy
+82,078
New +$2.49M 0.45% 94

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

Phocas Financial Corp's LZB Position: Q2 2026 in Review

Phocas Financial Corp reduced its La-Z-Boy (LZB) stake by 5.1% in Q2 2026, selling an estimated $154K and leaving 80,161 shares worth $3.22M. The position accounts for 0.45% of the portfolio, ranked #101.

Phocas Financial Corp first reported a position in LZB in Q3 2020 and has held it in 21 quarters since. The position peaked at $5.53M in Q1 2021. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Phocas Financial Corp held 80,161 shares of La-Z-Boy worth $3.22M as of Q2 2026.
  • Phocas Financial Corp sold 4,267 La-Z-Boy shares in Q2 2026, an estimated $154K.
  • La-Z-Boy made up 0.45% of Phocas Financial Corp's portfolio in Q2 2026, its #101 holding.
  • Phocas Financial Corp first reported a position in La-Z-Boy in Q3 2020 and has held it in 21 quarters since.
  • Phocas Financial Corp's La-Z-Boy position peaked at $5.53M in Q1 2021.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.