Superior Planning, LLC’s LegalZoom.com LZ Stock Holding History

Superior Planning, LLC’s Portfolio LZ Stock Details LZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$235	Buy	+42	New	+$275	﹤0.01%	2020

Other funds holding LZ

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's LZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in LegalZoom.com (LZ) in Q3 2026: 42 shares worth $235. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings.

144 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

Superior Planning, LLC held 42 shares of LegalZoom.com worth $235 as of Q3 2026.
LegalZoom.com was a new Superior Planning, LLC position in Q3 2026.
LegalZoom.com made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2020 holding.
144 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.