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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
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 $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

USA Financial Formulas's LZB Position: Q1 2026 in Review

USA Financial Formulas increased its La-Z-Boy (LZB) stake by 1,610% in Q1 2026, buying an estimated $11.6K and bringing the position to 342 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

USA Financial Formulas first reported a position in LZB in Q4 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold LZB as of Q1 2026.

  • USA Financial Formulas held 342 shares of La-Z-Boy worth $11K as of Q1 2026.
  • USA Financial Formulas bought 322 La-Z-Boy shares in Q1 2026, an estimated $11.6K.
  • La-Z-Boy made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #302 holding.
  • USA Financial Formulas first reported a position in La-Z-Boy in Q4 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.