Root Financial Partners
LZB icon

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
Q3 		$445 Buy
+15
New +$540 ﹤0.01% 3261
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

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Cardinal Capital Management Inc (North Carolina)
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Y-Intercept (HK)
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Achmea Investment Management
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OpenArc Corporate Advisory
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Root Financial Partners's LZB Position: Q3 2026 in Review

Root Financial Partners opened a new position in La-Z-Boy (LZB) in Q3 2026: 15 shares worth $445. The stake represents ﹤0.01% of the portfolio and ranks #3261 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LZB as recently as Q1 2026.

Root Financial Partners first reported a position in LZB in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.67K in Q3 2025. 64 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • Root Financial Partners held 15 shares of La-Z-Boy worth $445 as of Q3 2026.
  • La-Z-Boy was a new Root Financial Partners position in Q3 2026.
  • La-Z-Boy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3261 holding.
  • Root Financial Partners first reported a position in La-Z-Boy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's La-Z-Boy position peaked at $4.67K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.