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Allworth Financial’s LegalZoom.com LZ Stock Holding History

Allworth Financial’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 		$30.7K Buy
5,014
+3,602
+255% +$22.1K ﹤0.01% 2871
2026
Q1 		$8.01K Sell
1,412
-1,753
-55% -$13.3K ﹤0.01% 3654
2025
Q4 		$31.4K Buy
3,165
+977
+45% +$9.69K ﹤0.01% 2510
2025
Q3 		$22.7K Buy
2,188
+1,363
+165% +$13.6K ﹤0.01% 2625
2025
Q2 		$7.35K Buy
+825
New +$6.91K ﹤0.01% 3047
2024
Q4 		– Sell
-57
Closed -$362 – 4008
2024
Q3 		$362 Hold
57
– – ﹤0.01% 3495
2024
Q2 		$366 Sell
57
-12
-17% -$124 ﹤0.01% 3449
2024
Q1 		$921 Sell
69
-18
-21% -$207 ﹤0.01% 3105
2023
Q4 		$984 Buy
87
+75
+625% +$816 ﹤0.01% 2951
2023
Q3 		$132 Buy
+12
New +$147 ﹤0.01% 3292

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's LZ Position: Q2 2026 in Review

Allworth Financial increased its LegalZoom.com (LZ) stake by 255% in Q2 2026, buying an estimated $22.1K and bringing the position to 5,014 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Allworth Financial first reported a position in LZ in Q3 2023 and has held it in 10 quarters since. The position peaked at $31.4K in Q4 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Allworth Financial held 5,014 shares of LegalZoom.com worth $30.7K as of Q2 2026.
  • Allworth Financial bought 3,602 LegalZoom.com shares in Q2 2026, an estimated $22.1K.
  • LegalZoom.com made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2871 holding.
  • Allworth Financial first reported a position in LegalZoom.com in Q3 2023 and has held it in 10 quarters since.
  • Allworth Financial's LegalZoom.com position peaked at $31.4K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.