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USA Financial Formulas’s La-Z-Boy LZB Stock Holding History

USA Financial Formulas’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 		$56.6K Buy
1,410
+1,068
+312% +$38.6K 0.01% 255
2026
Q1 		$11K Buy
342
+322
+1,610% +$11.6K ﹤0.01% 302
2025
Q4 		$745 Buy
+20
New +$701 ﹤0.01% 334

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

USA Financial Formulas's LZB Position: Q2 2026 in Review

USA Financial Formulas increased its La-Z-Boy (LZB) stake by 312% in Q2 2026, buying an estimated $38.6K and bringing the position to 1,410 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #255.

USA Financial Formulas first reported a position in LZB in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • USA Financial Formulas held 1,410 shares of La-Z-Boy worth $56.6K as of Q2 2026.
  • USA Financial Formulas bought 1,068 La-Z-Boy shares in Q2 2026, an estimated $38.6K.
  • La-Z-Boy made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #255 holding.
  • USA Financial Formulas first reported a position in La-Z-Boy in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.