Position in LZB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,216,059
+$502,544 QoQ
Shares Held
80,161
-5.1% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#64
of 268 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Phocas Financial Corp. holds $3,216,059 across 1 Furnishings, Fixtures & Appliances name. LZB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LZB |
La-Z-Boy Inc
This page
|
80,161 | $3,216,059 |
All Filings in LZB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,216,059 | 80,161 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,713,515 | 84,428 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,020,873 | 107,885 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,711,055 | 108,131 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,937,492 | 105,932 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,140,256 | 105,916 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,881,190 | 112,031 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $4,849,158 | 112,955 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,468,604 | 119,866 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,594,756 | 122,136 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,627,331 | 125,334 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,795,862 | 122,923 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,525,326 | 123,091 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,605,134 | 123,973 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,800,493 | 122,721 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,771,483 | 122,795 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,820,707 | 118,967 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,172,785 | 120,318 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $4,442,201 | 122,341 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,037,581 | 125,274 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,612,480 | 124,527 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,531,193 | 130,207 | Shares | Sole | 2021-06-22 | |
| 2020-12-31 | $373,000 | 134,987 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $2,596,127 | 82,078 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||