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Bastion Asset Management’s LegalZoom.com LZ Stock Holding History

Bastion Asset Management’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
-192,838
Closed -$1.24M – 69
2026
Q1 		$1.24M Buy
+192,838
New +$1.46M 0.38% 59

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

Bastion Asset Management's LZ Position: Q2 2026 in Review

Bastion Asset Management sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 192,838 shares — an estimated $1.24M sold.

Bastion Asset Management first reported a position in LZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.24M in Q1 2026. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Bastion Asset Management reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Bastion Asset Management sold 192,838 LegalZoom.com shares in Q2 2026, an estimated $1.24M.
  • Bastion Asset Management first reported a position in LegalZoom.com in Q1 2026 and held it in 1 quarter.
  • Bastion Asset Management's LegalZoom.com position peaked at $1.24M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Bastion Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.