BGAI
LZ icon

Bruce G. Allen Investments’s LegalZoom.com LZ Stock Holding History

Bruce G. Allen Investments’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
-69
Closed -$391 – 1079
2026
Q1 		$391 Sell
69
-9
-12% -$68 ﹤0.01% 1005
2025
Q4 		$775 Buy
78
+38
+95% +$377 ﹤0.01% 882
2025
Q3 		$415 Buy
+40
New +$399 ﹤0.01% 993

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BlackRock
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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

Bruce G. Allen Investments's LZ Position: Q2 2026 in Review

Bruce G. Allen Investments sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 69 shares — an estimated $391 sold.

Bruce G. Allen Investments first reported a position in LZ in Q3 2025 and held it in 3 quarters. The position peaked at $775 in Q4 2025. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Bruce G. Allen Investments reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 69 LegalZoom.com shares in Q2 2026, an estimated $391.
  • Bruce G. Allen Investments first reported a position in LegalZoom.com in Q3 2025 and held it in 3 quarters.
  • Bruce G. Allen Investments's LegalZoom.com position peaked at $775 in Q4 2025.
  • 242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.