Stifel Financial
LZB icon

Stifel Financial’s La-Z-Boy LZB Stock Holding History

Stifel Financial’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
-11,277
Closed -$362K – 3769
2026
Q1 		$362K Buy
+11,277
New +$407K ﹤0.01% 3054
2017
Q2 		– Sell
-35,288
Closed -$951K – 2595
2017
Q1 		$951K Sell
35,288
-3,560
-9% -$101K ﹤0.01% 1468
2016
Q4 		$1.2M Sell
38,848
-33,418
-46% -$905K 0.01% 1294
2016
Q3 		$1.78M Buy
+72,266
New +$2.03M 0.01% 1045
2015
Q4 		– Sell
-25,568
Closed -$678K – 2370
2015
Q3 		$678K Buy
25,568
+191
+0.8% +$5.07K ﹤0.01% 1391
2015
Q2 		$668K Buy
25,377
+3,619
+17% +$97.6K ﹤0.01% 1537
2015
Q1 		$612K Buy
21,758
+1,535
+8% +$40.8K ﹤0.01% 1519
2014
Q4 		$543K Buy
20,223
+514
+3% +$12.1K ﹤0.01% 1569
2014
Q3 		$390K Buy
+19,709
New +$428K ﹤0.01% 1665

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

Stifel Financial's LZB Position: Q2 2026 in Review

Stifel Financial sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 11,277 shares — an estimated $362K sold.

Stifel Financial first reported a position in LZB in Q3 2014 and held it in 9 quarters. The position peaked at $1.78M in Q3 2016. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Stifel Financial reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 11,277 La-Z-Boy shares in Q2 2026, an estimated $362K.
  • Stifel Financial first reported a position in La-Z-Boy in Q3 2014 and held it in 9 quarters.
  • Stifel Financial's La-Z-Boy position peaked at $1.78M in Q3 2016.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.