BPA
LZ icon

Beacon Pointe Advisors’s LegalZoom.com LZ Stock Holding History

Beacon Pointe Advisors’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
-86,231
Closed -$489K – 1987
2026
Q1 		$489K Sell
86,231
-120,311
-58% -$913K ﹤0.01% 1310
2025
Q4 		$2.05M Buy
+206,542
New +$2.05M 0.01% 599

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

Beacon Pointe Advisors's LZ Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 86,231 shares — an estimated $489K sold.

Beacon Pointe Advisors first reported a position in LZ in Q4 2025 and held it in 2 quarters. The position peaked at $2.05M in Q4 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 86,231 LegalZoom.com shares in Q2 2026, an estimated $489K.
  • Beacon Pointe Advisors first reported a position in LegalZoom.com in Q4 2025 and held it in 2 quarters.
  • Beacon Pointe Advisors's LegalZoom.com position peaked at $2.05M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.