UMB Bank’s La-Z-Boy LZB Stock Holding History

UMB Bank’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	$6.75K	Buy	210 +48	+30%	+$1.73K	﹤0.01%	1973
2025 Q4	$6.04K	Buy	162 +127	+363%	+$4.45K	﹤0.01%	1976
2025 Q3	$1.2K	Sell	35 -101	-74%	-$3.7K	﹤0.01%	2085
2025 Q2	$5.05K	Buy	136 +23	+20%	+$920	﹤0.01%	1816
2025 Q1	$4.42K	Sell	113 -6	-5%	-$260	﹤0.01%	1795
2024 Q4	$5.18K	Hold	119	–	–	﹤0.01%	1693
2024 Q3	$5.11K	Buy	119 +68	+133%	+$2.8K	﹤0.01%	1721
2024 Q2	$1.9K	Buy	51 +31	+155%	+$1.09K	﹤0.01%	1796
2024 Q1	$752	Buy	+20	New	+$731	﹤0.01%	1868
2023 Q3	–	Sell	-388	Closed	-$11.1K	–	1726
2023 Q2	$11.1K	Sell	388 -509	-57%	-$14.2K	﹤0.01%	1280
2023 Q1	$26.1K	Sell	897 -131	-13%	-$3.73K	﹤0.01%	1010
2022 Q4	$23K	Sell	1,028 -4	-0.4%	-$97	﹤0.01%	1070
2022 Q3	$23K	Buy	1,032 +21	+2%	+$558	﹤0.01%	1065
2022 Q2	$24K	Buy	1,011 +63	+7%	+$1.62K	﹤0.01%	1111
2022 Q1	$25K	Sell	948 -166	-15%	-$5.32K	﹤0.01%	1173
2021 Q4	$40K	Buy	+1,114	New	+$38.9K	﹤0.01%	1054

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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

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