Capital Advisors Inc’s LegalZoom.com LZ Stock Holding History

Capital Advisors Inc’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
2025 Q4	–	Sell	-18,750	Closed	-$195K	–	353
2025 Q3	$195K	Buy	+18,750	New	+$187K	﹤0.01%	328

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Inc's LZ Position: Q4 2025 in Review

Capital Advisors Inc sold out of LegalZoom.com (LZ) in Q4 2025, closing a stake of 18,750 shares — an estimated $195K sold.

Capital Advisors Inc first reported a position in LZ in Q3 2025 and held it in 1 quarter. The position peaked at $195K in Q3 2025. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

Capital Advisors Inc reported no remaining LegalZoom.com position as of Q4 2025 after selling out during the quarter.
Capital Advisors Inc sold 18,750 LegalZoom.com shares in Q4 2025, an estimated $195K.
Capital Advisors Inc first reported a position in LegalZoom.com in Q3 2025 and held it in 1 quarter.
Capital Advisors Inc's LegalZoom.com position peaked at $195K in Q3 2025.
235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.