Advisory Services Network’s LegalZoom.com LZ Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-45	Closed	-$255	–	3613
2026 Q1	$255	Buy	+45	New	+$341	﹤0.01%	4532
2025 Q4	–	Sell	-545	Closed	-$5.66K	–	3264
2025 Q3	$5.66K	Buy	+545	New	+$5.43K	﹤0.01%	3490
2025 Q1	–	Sell	-56,265	Closed	-$423K	–	1689
2024 Q4	$423K	Buy	+56,265	New	+$424K	0.01%	1123
2024 Q1	–	Sell	-1,500	Closed	-$16.9K	–	2737
2023 Q4	$16.9K	Buy	+1,500	New	+$16.3K	﹤0.01%	2611
2023 Q2	–	Sell	-1,500	Closed	-$14.1K	–	2711
2023 Q1	$14.1K	Hold	1,500	–	–	﹤0.01%	2727
2022 Q4	$11.6K	Buy	+1,500	New	+$13K	﹤0.01%	2785

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisory Services Network's LZ Position: Q2 2026 in Review

Advisory Services Network sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 45 shares — an estimated $255 sold.

Advisory Services Network first reported a position in LZ in Q4 2022 and held it in 6 quarters. The position peaked at $423K in Q4 2024. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Advisory Services Network reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 45 LegalZoom.com shares in Q2 2026, an estimated $255.
Advisory Services Network first reported a position in LegalZoom.com in Q4 2022 and held it in 6 quarters.
Advisory Services Network's LegalZoom.com position peaked at $423K in Q4 2024.
244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.