Bank of America
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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
2022
Q3 		– Sell
-169,500
Closed -$1.86M – 8046
2022
Q2 		$1.86M Buy
169,500
+141,900
+514% +$1.87M ﹤0.01% 4370
2022
Q1 		$390K Buy
+27,600
New +$415K ﹤0.01% 6002

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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: Q1 2026 in Review

Bank of America increased its LegalZoom.com (LZ) stake by 187% in Q1 2026, buying an estimated $12.4M and bringing the position to 2,509,891 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Bank of America first reported a position in LZ in Q3 2021 and has held it in 19 quarters since. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Bank of America held 2,509,891 shares of LegalZoom.com worth $14.2M as of Q1 2026.
  • Bank of America bought 1,636,487 LegalZoom.com shares in Q1 2026, an estimated $12.4M.
  • LegalZoom.com made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2668 holding.
  • Bank of America first reported a position in LegalZoom.com in Q3 2021 and has held it in 19 quarters since.
  • 238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.