Farther Finance Advisors’s LegalZoom.com LZ Stock Holding History

Farther Finance 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	$9.25K	Buy	1,510 +380	+34%	+$2.33K	﹤0.01%	4474
2026 Q1	$6.44K	Sell	1,130 -695	-38%	-$5.27K	﹤0.01%	4365
2025 Q4	$18.1K	Buy	1,825 +1,364	+296%	+$13.5K	﹤0.01%	3514
2025 Q3	$4.79K	Buy	461 +20	+5%	+$199	﹤0.01%	3783
2025 Q2	$3.93K	Buy	+441	New	+$3.69K	﹤0.01%	3451
2024 Q4	–	Sell	-10	Closed	-$64	–	4091
2024 Q3	$64	Sell	10 -25	-71%	-$164	﹤0.01%	3842
2024 Q2	$289	Sell	35 -10	-22%	-$103	﹤0.01%	3407
2024 Q1	$603	Sell	45 -2	-4%	-$23	﹤0.01%	2961
2023 Q4	$531	Buy	+47	New	+$511	﹤0.01%	2957

Other funds holding LZ

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's LZ Position: Q2 2026 in Review

Farther Finance Advisors increased its LegalZoom.com (LZ) stake by 34% in Q2 2026, buying an estimated $2.33K and bringing the position to 1,510 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4474.

Farther Finance Advisors first reported a position in LZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $18.1K in Q4 2025. 22 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Farther Finance Advisors held 1,510 shares of LegalZoom.com worth $9.25K as of Q2 2026.
Farther Finance Advisors bought 380 LegalZoom.com shares in Q2 2026, an estimated $2.33K.
LegalZoom.com made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4474 holding.
Farther Finance Advisors first reported a position in LegalZoom.com in Q4 2023 and has held it in 9 quarters since.
Farther Finance Advisors's LegalZoom.com position peaked at $18.1K in Q4 2025.
22 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.