USA Financial Formulas
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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
Q3 		– Sell
-1,410
Closed -$56.6K – 476
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nicholas Company
Nicholas Company Milwaukee, Wisconsin $5.45B AUM 19.89% 1-Year Est. Return
Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

USA Financial Formulas's LZB Position: Q3 2026 in Review

USA Financial Formulas sold out of La-Z-Boy (LZB) in Q3 2026, closing a stake of 1,410 shares — an estimated $56.6K sold.

USA Financial Formulas first reported a position in LZB in Q4 2025 and held it in 3 quarters. The position peaked at $56.6K in Q2 2026. 76 funds tracked by Wall St. Rank hold LZB as of Q3 2026.

  • USA Financial Formulas reported no remaining La-Z-Boy position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 1,410 La-Z-Boy shares in Q3 2026, an estimated $56.6K.
  • USA Financial Formulas first reported a position in La-Z-Boy in Q4 2025 and held it in 3 quarters.
  • USA Financial Formulas's La-Z-Boy position peaked at $56.6K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.