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

Vest 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
-37,747
Closed -$1.21M – 437
2026
Q1 		$1.21M Sell
37,747
-26,366
-41% -$952K 0.01% 358
2025
Q4 		$2.39M Sell
64,113
-22,822
-26% -$800K 0.03% 308
2025
Q3 		$2.98M Sell
86,935
-11,845
-12% -$434K 0.04% 265
2025
Q2 		$3.67M Buy
98,780
+20,485
+26% +$819K 0.05% 211
2025
Q1 		$3.06M Buy
+78,295
New +$3.39M 0.05% 185
2024
Q1 		– Sell
-6,516
Closed -$241K – 283
2023
Q4 		$241K Buy
+6,516
New +$210K 0.01% 167

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 $3.38T AUM 44.17% 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

Vest Financial's LZB Position: Q2 2026 in Review

Vest Financial sold out of La-Z-Boy (LZB) in Q2 2026, closing a stake of 37,747 shares — an estimated $1.21M sold.

Vest Financial first reported a position in LZB in Q4 2023 and held it in 6 quarters. The position peaked at $3.67M in Q2 2025. 270 funds tracked by Wall St. Rank hold LZB as of Q2 2026.

  • Vest Financial reported no remaining La-Z-Boy position as of Q2 2026 after selling out during the quarter.
  • Vest Financial sold 37,747 La-Z-Boy shares in Q2 2026, an estimated $1.21M.
  • Vest Financial first reported a position in La-Z-Boy in Q4 2023 and held it in 6 quarters.
  • Vest Financial's La-Z-Boy position peaked at $3.67M in Q2 2025.
  • 270 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.