AssetMark Inc
LZ icon

AssetMark Inc’s LegalZoom.com LZ Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-66
Closed -$655 – 3533
2025
Q4 		$655 Hold
66
– – ﹤0.01% 3048
2025
Q3 		$685 Buy
+66
New +$658 ﹤0.01% 2872
2024
Q2 		– Sell
-1
Closed -$13 – 2185
2024
Q1 		$13 Sell
1
-99
-99% -$1.14K ﹤0.01% 1899
2023
Q4 		$1.13K Buy
+100
New +$1.09K ﹤0.01% 1619

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AssetMark Inc's LZ Position: Q1 2026 in Review

AssetMark Inc sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 66 shares — an estimated $655 sold.

AssetMark Inc first reported a position in LZ in Q4 2023 and held it in 4 quarters. The position peaked at $1.13K in Q4 2023. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • AssetMark Inc reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 66 LegalZoom.com shares in Q1 2026, an estimated $655.
  • AssetMark Inc first reported a position in LegalZoom.com in Q4 2023 and held it in 4 quarters.
  • AssetMark Inc's LegalZoom.com position peaked at $1.13K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.