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Principal Securities’s La-Z-Boy LZB Stock Holding History

Principal Securities’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
-9
Closed -$309 – 2626
2025
Q3 		$309 Sell
9
-150
-94% -$5.5K ﹤0.01% 3604
2025
Q2 		$5.91K Buy
159
+9
+6% +$360 ﹤0.01% 2812
2025
Q1 		$6.54K Hold
150
– – ﹤0.01% 2684
2024
Q4 		$6.54K Sell
150
-20
-12% -$845 ﹤0.01% 2681
2024
Q3 		$7.3K Buy
170
+20
+13% +$823 ﹤0.01% 2552
2024
Q2 		$5.59K Buy
+150
New +$5.29K ﹤0.01% 2601

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Principal Securities's LZB Position: Q4 2025 in Review

Principal Securities sold out of La-Z-Boy (LZB) in Q4 2025, closing a stake of 9 shares — an estimated $309 sold.

Principal Securities first reported a position in LZB in Q2 2024 and held it in 6 quarters. The position peaked at $7.3K in Q3 2024. 260 funds tracked by Wall St. Rank hold LZB as of Q4 2025.

  • Principal Securities reported no remaining La-Z-Boy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 9 La-Z-Boy shares in Q4 2025, an estimated $309.
  • Principal Securities first reported a position in La-Z-Boy in Q2 2024 and held it in 6 quarters.
  • Principal Securities's La-Z-Boy position peaked at $7.3K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.