Empower Advisory Group’s LegalZoom.com LZ Stock Holding History

Empower Advisory 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	$320K	Hold	56,500	–	–	﹤0.01%	397
2025 Q4	$561K	Hold	56,500	–	–	﹤0.01%	322
2025 Q3	$586K	Hold	56,500	–	–	﹤0.01%	315
2025 Q2	$503K	Hold	56,500	–	–	﹤0.01%	327
2025 Q1	$486K	Hold	56,500	–	–	﹤0.01%	324
2024 Q4	$424K	Sell	56,500 -7,300	-11%	-$55K	﹤0.01%	347
2024 Q3	$405K	Hold	63,800	–	–	﹤0.01%	351
2024 Q2	$535K	Hold	63,800	–	–	﹤0.01%	295
2024 Q1	$851K	Hold	63,800	–	–	﹤0.01%	241
2023 Q4	$721K	Hold	63,800	–	–	﹤0.01%	255
2023 Q3	$698K	Sell	63,800 -20,000	-24%	-$245K	﹤0.01%	257
2023 Q2	$1.01M	Sell	83,800 -40,000	-32%	-$423K	﹤0.01%	235
2023 Q1	$1.12M	Buy	+123,800	New	+$1.05M	0.01%	236

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empower Advisory Group's LZ Position: Q1 2026 in Review

Empower Advisory Group held its LegalZoom.com (LZ) position steady in Q1 2026 at 56,500 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Empower Advisory Group first reported a position in LZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q1 2023. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Empower Advisory Group held 56,500 shares of LegalZoom.com worth $320K as of Q1 2026.
Empower Advisory Group left its LegalZoom.com share count unchanged in Q1 2026.
LegalZoom.com made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #397 holding.
Empower Advisory Group first reported a position in LegalZoom.com in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's LegalZoom.com position peaked at $1.12M in Q1 2023.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.