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Brookwood Investment Group’s LegalZoom.com LZ Stock Holding History

Brookwood Investment Group’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
-37,133
Closed -$369K – 561
2025
Q4 		$369K Buy
+37,133
New +$368K 0.04% 349
2025
Q3 		– Sell
-14,000
Closed -$125K – 525
2025
Q2 		$125K Buy
+14,000
New +$117K 0.02% 433

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 $3.38T AUM 44.17% 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

Brookwood Investment Group's LZ Position: Q1 2026 in Review

Brookwood Investment Group sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 37,133 shares — an estimated $369K sold.

Brookwood Investment Group first reported a position in LZ in Q2 2025 and held it in 2 quarters. The position peaked at $369K in Q4 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Brookwood Investment Group reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 37,133 LegalZoom.com shares in Q1 2026, an estimated $369K.
  • Brookwood Investment Group first reported a position in LegalZoom.com in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's LegalZoom.com position peaked at $369K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.