Position in LZB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$309,565
+$64,435 QoQ
Shares Held
7,716
+1.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 268 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LZB Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $5,697,375 across 7 Furnishings, Fixtures & Appliances names. LZB ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHK |
Mohawk Industries Inc
|
15,628 | $1,896,144 | |
| 2 | SGI |
Somnigroup International Inc.
|
16,772 | $1,314,924 | |
| 3 | SN |
SharkNinja, Inc.
|
7,642 | $1,163,646 | |
| 4 | HOFT |
HOOKER FURNISHINGS Corp
|
34,640 | $617,631 | |
| 5 | LZB |
La-Z-Boy Inc
This page
|
7,716 | $309,565 | |
| 6 | ALH |
Alliance Laundry Holdings Inc.
|
8,108 | $215,024 | |
| 7 | BSET |
Bassett Furniture Industries Inc
|
10,183 | $180,441 |
All Filings in LZB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,565 | 7,716 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $245,130 | 7,627 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $293,015 | 7,862 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $327,206 | 9,534 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $363,931 | 9,791 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $385,427 | 9,860 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $431,996 | 9,915 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $428,912 | 9,991 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $824,483 | 22,116 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $832,002 | 22,116 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $816,521 | 22,116 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $694,768 | 22,499 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $715,139 | 24,970 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $854,048 | 29,369 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $236,323 | 10,356 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $234,140 | 10,374 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $278,307 | 11,738 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $310,216 | 11,764 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $424,245 | 11,684 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $376,574 | 11,684 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $388,289 | 10,483 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $459,930 | 10,827 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $430,032 | 10,794 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $340,527 | 10,766 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $291,326 | 10,766 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $500,986 | 24,379 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||