Bank of America
LZ icon

Bank of America’s LegalZoom.com LZ Stock Holding History

Bank of America’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 		$7.22M Sell
1,177,885
-1,332,006
-53% -$8.17M ﹤0.01% 3268
2026
Q1 		$14.2M Buy
2,509,891
+1,636,487
+187% +$12.4M ﹤0.01% 2668
2025
Q4 		$8.67M Buy
873,404
+111,707
+15% +$1.11M ﹤0.01% 2963
2025
Q3 		$7.91M Buy
761,697
+274,254
+56% +$2.73M ﹤0.01% 3542
2025
Q2 		$4.34M Buy
487,443
+233,824
+92% +$1.96M ﹤0.01% 4042
2025
Q1 		$2.18M Sell
253,619
-68,602
-21% -$614K ﹤0.01% 4603
2024
Q4 		$2.42M Buy
322,221
+61,405
+24% +$463K ﹤0.01% 4284
2024
Q3 		$1.66M Sell
260,816
-684,526
-72% -$4.48M ﹤0.01% 4700
2024
Q2 		$7.93M Buy
945,342
+794,811
+528% +$8.18M ﹤0.01% 3179
2024
Q1 		$2.01M Buy
150,531
+2,608
+2% +$30K ﹤0.01% 4452
2023
Q4 		$1.67M Buy
147,923
+47,931
+48% +$522K ﹤0.01% 4566
2023
Q3 		$1.09M Sell
99,992
-8,064
-7% -$98.9K ﹤0.01% 4757
2023
Q2 		$1.31M Buy
108,056
+7,070
+7% +$74.8K ﹤0.01% 4574
2023
Q1 		$947K Sell
100,986
-25,439
-20% -$215K ﹤0.01% 4930
2022
Q4 		$979K Sell
126,425
-73,869
-37% -$641K ﹤0.01% 4874
2022
Q3 		$1.72M Sell
200,294
-120,193
-38% -$1.24M ﹤0.01% 4420
2022
Q2 		$3.52M Buy
320,487
+244,474
+322% +$3.23M ﹤0.01% 3759
2022
Q1 		$1.07M Buy
76,013
+43,382
+133% +$652K ﹤0.01% 5161
2021
Q4 		$524K Buy
32,631
+32,150
+6,684% +$682K ﹤0.01% 5818
2021
Q3 		$12K Buy
+481
New +$16.9K ﹤0.01% 7523

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 $3.37T AUM 44.26% 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

Bank of America's LZ Position: Q2 2026 in Review

Bank of America reduced its LegalZoom.com (LZ) stake by 53% in Q2 2026, selling an estimated $8.17M and leaving 1,177,885 shares worth $7.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3268.

Bank of America first reported a position in LZ in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.2M in Q1 2026. 241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Bank of America held 1,177,885 shares of LegalZoom.com worth $7.22M as of Q2 2026.
  • Bank of America sold 1,332,006 LegalZoom.com shares in Q2 2026, an estimated $8.17M.
  • LegalZoom.com made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3268 holding.
  • Bank of America first reported a position in LegalZoom.com in Q3 2021 and has held it in 20 quarters since.
  • Bank of America's LegalZoom.com position peaked at $14.2M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.