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Root Financial Partners’s La-Z-Boy LZB Stock Holding History

Root Financial Partners’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 		– Sell
-75
Closed -$2.41K – 2005
2026
Q1 		$2.41K Buy
75
+61
+436% +$2.2K ﹤0.01% 2235
2025
Q4 		$522 Sell
14
-122
-90% -$4.27K ﹤0.01% 2204
2025
Q3 		$4.67K Buy
+136
New +$4.99K ﹤0.01% 1752

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

Root Financial Partners's LZB Position: Q2 2026 in Review

Root Financial Partners sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 75 shares — an estimated $2.41K sold.

Root Financial Partners first reported a position in LZB in Q3 2025 and held it in 3 quarters. The position peaked at $4.67K in Q3 2025. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Root Financial Partners reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 75 La-Z-Boy shares in Q2 2026, an estimated $2.41K.
  • Root Financial Partners first reported a position in La-Z-Boy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's La-Z-Boy position peaked at $4.67K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.