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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
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 $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

Root Financial Partners's LZB Position: Q1 2026 in Review

Root Financial Partners increased its La-Z-Boy (LZB) stake by 436% in Q1 2026, buying an estimated $2.2K and bringing the position to 75 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2235.

Root Financial Partners first reported a position in LZB in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.67K in Q3 2025. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • Root Financial Partners held 75 shares of La-Z-Boy worth $2.41K as of Q1 2026.
  • Root Financial Partners bought 61 La-Z-Boy shares in Q1 2026, an estimated $2.2K.
  • La-Z-Boy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2235 holding.
  • Root Financial Partners first reported a position in La-Z-Boy in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's La-Z-Boy position peaked at $4.67K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.