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Rialto Wealth Management’s La-Z-Boy LZB Stock Holding History

Rialto Wealth Management’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
Q1 		$547 Hold
17
– – ﹤0.01% 1324
2025
Q4 		$634 Buy
17
+11
+183% +$385 ﹤0.01% 1162
2025
Q3 		$206 Buy
6
+2
+50% +$73 ﹤0.01% 1487
2025
Q2 		$149 Buy
+4
New +$160 ﹤0.01% 1457

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's LZB Position: Q1 2026 in Review

Rialto Wealth Management held its La-Z-Boy (LZB) position steady in Q1 2026 at 17 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Rialto Wealth Management first reported a position in LZB in Q2 2025 and has held it in 4 quarters since. The position peaked at $634 in Q4 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Rialto Wealth Management held 17 shares of La-Z-Boy worth $547 as of Q1 2026.
  • Rialto Wealth Management left its La-Z-Boy share count unchanged in Q1 2026.
  • La-Z-Boy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1324 holding.
  • Rialto Wealth Management first reported a position in La-Z-Boy in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's La-Z-Boy position peaked at $634 in Q4 2025.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.