CAPTRUST Financial Advisors’s LegalZoom.com LZ Stock Holding History

CAPTRUST Financial 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	$226K	Sell	36,799 -4,473	-11%	-$27.4K	﹤0.01%	2795
2026 Q1	$234K	Sell	41,272 -100,171	-71%	-$760K	﹤0.01%	2579
2025 Q4	$1.4M	Buy	141,443 +88,555	+167%	+$878K	﹤0.01%	1291
2025 Q3	$549K	Sell	52,888 -3,000	-5%	-$29.9K	﹤0.01%	1749
2025 Q2	$498K	Buy	55,888 +35,894	+180%	+$301K	﹤0.01%	1732
2025 Q1	$172K	Buy	+19,994	New	+$179K	﹤0.01%	2186
2024 Q3	–	Sell	-10,154	Closed	-$85.2K	–	2333
2024 Q2	$85.2K	Buy	+10,154	New	+$105K	﹤0.01%	2118
2022 Q3	–	Sell	-832	Closed	-$9K	–	3200
2022 Q2	$9K	Sell	832 -861	-51%	-$11.4K	﹤0.01%	3814
2022 Q1	$24K	Buy	1,693 +1,625	+2,390%	+$24.4K	﹤0.01%	3284
2021 Q4	$1K	Sell	68 -5,059	-99%	-$107K	﹤0.01%	4595
2021 Q3	$135K	Buy	+5,127	New	+$180K	﹤0.01%	1838

Other funds holding LZ

FPM

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

CAPTRUST Financial Advisors's LZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its LegalZoom.com (LZ) stake by 11% in Q2 2026, selling an estimated $27.4K and leaving 36,799 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

CAPTRUST Financial Advisors first reported a position in LZ in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2025. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

CAPTRUST Financial Advisors held 36,799 shares of LegalZoom.com worth $226K as of Q2 2026.
CAPTRUST Financial Advisors sold 4,473 LegalZoom.com shares in Q2 2026, an estimated $27.4K.
LegalZoom.com made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2795 holding.
CAPTRUST Financial Advisors first reported a position in LegalZoom.com in Q3 2021 and has held it in 11 quarters since.
CAPTRUST Financial Advisors's LegalZoom.com position peaked at $1.4M in Q4 2025.
244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.